Business Exit Planning

Business Exit Planning

What is your business exit planning strategy? As a respected and successful business owner, you spend your career advising and servicing your clients.  How much of that planning advice have you done for yourself, your family and your own financial future?   When selling a business, a properly structured business sale, if done correctly, can help you to protect your own “sweat-equity” and pursue your own long-term goals.

Business brokers, also called business transfer agents, assist sellers of privately held small business – in the selling process.  They typically help to estimate the value of the business; advertise it for sale and work with the seller’s financial and legal team to close the deal.  When it comes time to sell a business, we can help you to objectively evaluate your options with your financial team, create a holistic plan for your financial future, and provide both short-term and long-term strategies for the proceeds from the sale of your business.

We can assist you in the process to review these questions and more when selling a business including:

1. Is your business ready to sell?
2. How is a buyer going to value your business?
3. Who should be on your team when you sell?
4. How should you position your sale-proceeds?
5. What are your tax implications?
6. Can you personally cope with the changes on the horizon?
7. Can your business thrive without you or without a key customer?
8. Would you be willing to stay on if the buyer wants you to?
9. What are the potential deal breakers?
10. What estate and asset protection strategies should you put in place?

How you manage your money and make key financial decisions after you sell your business – can be more critical to your long-term financial success and sustainability – than how much you profited from your business sale.  With our personal wealth assessment, you can better determine your overall financial situation and next steps- to review your options and make informed decisions with your money.  Consider to let us work as your personal “CFO” and financial advocate.

Ulin & Co. Wealth Management is family owned firm.  We are built on traditional values, integrity, hard work and word of mouth.  We understand the time, sacrifices and money it took you get to this point – and will treat you with the respect and professionalism you deserve on this next chapter of your life.  Call us at (561) 210-7887 when selling a business to set up a no-obligation consultation.