You’ve spent years building your business and want to enjoy the benefits of your labor. Whether you’re ready to retire right away or want to start building a path towards retiring at a future date, we can help you put a sound business transition plan in place.
Our investment bankers have advised hundreds of company owners on business transition issues—mergers, sales, transfers or IPOs—and have the knowledge and experience to meet your objectives and needs.
Perhaps you’re looking to hand your business down to your children. Or you might simply want to sell to the highest bidder. We’ll do a valuation of your business to assess what your business is worth and provide business transition planning that minimizes tax consequences of any sale or ownership transfer—while ensuring your business will continue to thrive well into the future.
If you’d like advice on how to protect the proceeds from the sale of your business—or on retirement planning—we can also help.
We take a holistic approach to all our small business clients. So besides offering sophisticated business transition advice, we assist you with personal finance and retirement investment strategies. Our goal: help you thoroughly consider your options and ensure you have the freedom to enjoy whatever lifestyle you choose once you exit your business.
To learn about business transition planning call 404.926.5244.