We help you consider financial and emotional factors when selling a business
Pacifica Wealth has nearly three decades of experience helping business owners and entrepreneurs get the most value from their business sale.
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 - as business sell-side financial advisors, we help you navigate through them.
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. That's where Pacifica Wealth Advisors come in.
Choose a fiduciary
Robert Pagliarini, Ph.D., CFP®, is a fiduciary, which means he is legally and ethically bound to act in the best interests of his clients.
Meet the Financial Planner
Robert Pagliarini, PhD, CFP® is the founder of Pacifica Wealth Advisors and has nearly three decades of experience as a fiduciary financial advisor focused on retirement planning and managing sudden wealth.
You may have seen him on The Today Show, 20/20, Dr. Phil or Good Morning America as an expert in personal finance. Robert hold a Ph.D. in financial and retirement planning and is a Certified Financial Planner® practitioner as well as a CFP® Ambassador, one of less than 50 in the country!
EMAIL COURSES FOR BUSINESS OWNERS
Financial expert Robert Pagliarini, PhD, CFP, EA shares his insight on protecting and investing your funds after selling a business.
Preserving Family Wealth from Inheritance to Beneficiaries
Crash Course in Investing
Before: Emotionally prepare for selling your business
For many business owners and entrepreneurs, your business is not only their largest asset, but it is one thing for which you are most proud. Your business often doesn’t just represent a job or a paycheck, but a deep history and legacy. We utilize our financial and psychology experience to help you:
- Accept selling a business is a process
- Look at possible outcomes and goals realistically
- Prepare for the emotional journey of a business sale
During: Looking at all the financial aspects of selling a business
Pacifica Wealth works with business owners 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 your 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.
- Weigh possibilities of transitioning to a younger generation
- How to transition yourself & employees
- Splitting the business
- Determine if the deal is suitable for you
- Prepare for capital gain taxes
After: Protecting Assets and Investment management after a business sale
Once the business is sold, Pacifica Wealth makes sure you have a financial plan in place to provide for their needs and desires and to protect their new liquid assets. We consider your financial and life goals and objectives. We can help you diversify your portfolio and make your business sale profit work for you.
As business sell-side financial advisors, we answer these questions
Pacifica Wealth helps business owners and entrepreneurs with the financial and emotional factors of selling a business
- What should I do before I sell my business?
- What is a fair market report?
- How can I save on taxes when selling my business?
- Should I remain confidential when bargaining deals?
- Am I focusing on all the areas needed for my business transition?
- How can I leave my business to my children?
- What should I do before I sell my business?
- What is a fair market report?
- How can I save on taxes when selling my business?
- Should I remain confidential when bargaining deals?
- What is a buy-sell agreement?
- How should I package my business to prepare for the sale?
- Why should I hire a sell-side fiduciary financial advisor?
- Should I consider an Intentionally Defective Irrevocable Trust (IDIT) to Gift my Family Business?
- Am I focusing on all the areas needed for my business transition?
- What is a buy-sell agreement?
- How should I package my business to prepare for the sale?
- Why should I hire a sell-side fiduciary financial advisor?
- Should I consider an Intentionally Defective Irrevocable Trust (IDIT) to Gift my Family Business?
- How can I cut my taxes after receiving a windfall?
