Business Valuation: As one of the first steps in the value acceleration/exit planning process, obtaining a business valuation gives business owners clarity about what their business is worth from an outsider’s perspective.

Financial Planning: The business valuation must be linked to a sound financial plan that will drive the rest of the exit plan. Our advisors will build a no-cost plan that analyzes your retirement expenditures and calculates a probability factor of running out of money.

Estate Planning: An improperly planned estate can result in significant tax consequences or even frozen assets. We can help you utilize your estate plan to create, leverage, and protect your wealth. Well thought-out estate plans can help business owners meet their exit plans through:

  • Leveraging gifting by proper use of discounts
  • Trust planning to address non-tax needs
  • Minimize transfer tax burden
  • Proper preparation of a will

Pre-Sale Due Diligence: Due diligence is not just for your potential purchaser. We can review your books to ensure they are in order before a potential buyer reviews them. If we spot a problem, we’ll work with you to resolve it well in advance of the sale. The benefits of completing pre-sale due diligence include:

  • CPA’s can identify risk areas within the company early
  • Business owners can pull together necessary documents well in advance
  • Business owners can mitigate identified risks, which will increase their return on investment (ROI) when they sell their company.
  • Buyers are willing to pay premiums for low-risk companies.

Tax Structuring: Tax minimization is a central goal in each exit plan. You need a well thought-out structure to help minimize taxes. Our tax experts will review your current structure and provide opportunities to minimize taxes based on your exit plan strategy.

Insurance: You may have life insurance, but is the policy appropriate for your needs? We’ll help answer these questions as we walk you through the various forms of insurance:

  • Life
  • Disability
  • Income replacement
  • Estate tax liquidity
  • Key person
  • Buy-sell funding

Wealth Management: Similar to our exit plan, our wealth advisors design client-specific financial plans for business owners to meet their long-term financial objectives around retirement, philanthropy and generational needs. The planning and investment process are continually monitored, keeping business owners apprised of the progress towards each financial goal.

Questions? Contact Us:

Sign up to receive our latest blog, newsletters and events.

► Get Connected