Business Sale

Managing the process.

business-sale-financial-advisorsAs a business owner, you have several options to create liquidity. You can transfer your business to your children or other family members, you can look for a strategic buyer, you can sell ownership to your employees through an employee stock ownership plan, or you can merge with another company. Each of these options poses unique benefits and challenges.

For many business owner clients, their business is not only their largest asset, but it is one thing for which they are most proud. The business often doesn’t just represent a job or a paycheck, but a deep history and legacy. When it comes time to consider transitioning to a younger generation, it can be a difficult decision. If there isn’t anyone to take over, a sale may be the best remaining option.

There are less than 1,000 companies that employ more than 10,000 employees in the U.S. *

We work with our business owner clients to make sure they are ready to sell, and if so, that they get the most value from what they've created. We work closely with their legal and tax team to construct a deal that makes sense while at the same time helping the business owner transition out and sometimes into a new venture or hobby.

Since 1990, as big business eliminated 4 million jobs, small businesses added 8 million new jobs. *

We can help you navigate this process unlike an investment banker, business broker, CPA, or M&A attorney. Are these professionals necessary? Yes, you will surely need tax and legal advice, but before you negotiate the deal and structure the taxes, it makes sense to determine if the deal you are fighting for is even the deal you want.

We provide not just financial advice, but we can help you first determine the most suitable deal for you—yes financially, but just as importantly, emotionally and with your ultimate goals in mind. And once the business is sold, we make sure they have a plan in place to provide for their needs and desires, and to protect their new liquid assets.

Small businesses provide 55% of all jobs and 66% of all net new jobs since the 1970's. *

If you’re in the process of selling your business or have already sold and have a question about how we work or about your personal situation, contact us and we’ll respond to you today.

Let’s start a conversation.

We welcome your call (949-305-0500) or email.

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