Selling a business
You've spent decades building something. The decisions in the years around the sale can shape the rest of your life.
A business sale isn't a single transaction, it's a sequence of decisions that touch tax structure, estate planning, investment strategy, and what your life looks like after the settlement wire arrives.
We help business owners navigate the run-up, the transaction, and the years that follow. That includes coordination with your CPA and attorney before the deal closes, helping to structure the proceeds at settlement, and answering the question that surprises most sellers: what does life look like now?
Common questions we help you work through:
• What are the different transaction structures you can pursue and what are the tax implications associated with each?
• What strategies can be used for the proceeds, and how quickly should we deploy them?
• How do we handle estate and gifting decisions before and after the sale?
• How do I think about my identity and purpose now that the business is no longer mine?
