Pre and post-sale wealth planning
When it comes to the wealth planning considerations associated with a business sale, it is essential to prepare for all the financial ramifications. A truly efficient sale incorporates tax planning that can result in significant income, gift and estate tax savings—savings that may be lost once the deal is closed. That‘s why we work in tandem with your team of advisors to keep these goals front of mind and to pursue a successful close.
We’ll connect you to valuable resources and expertise, including:
Estate planning services
With the right strategy, your estate can have the maximum possible impact on your loved ones.
Tailored lending
Does your sale structure require borrowing options to help you meet your liquidity needs? As you pursue your optimal overall investment strategy, we can leverage competitive rates provided by our bank affiliates.
Family advisory
Do you have or desire to have family members involved in your business? We can help you orchestrate family business transition discussions and define your legacy objectives.
Broader wealth management strategies
The right post-sale wealth management strategy can help you make a successful transition to the next phase of your wealth management journey with clarity and confidence.
Tax planning strategies
Identifying the right strategy in consultation with your CPA or tax professional can make a significant difference in the sale proceeds.
Philanthropy
How might the sale enable you to have a greater impact on the philanthropic causes that are meaningful to you and your family? Whatever legacy you want to leave, we will help you confirm it’s aligned with your overall financial goals.
Employee stock ownership plans (ESOPs)
While several business transition options are available, ESOPs offer a unique set of benefits. As one of the nation's leading ESOP advisors, we can help you every step of the way should you decide on this route.
