People preparing for liquidity events

The decision to sell your business stands to be one of the most complex – and rewarding – you will ever make. The more knowledge you have regarding the intricacies of the transaction, from pre-sale planning to investment management, the greater the opportunity for you to reap the financial rewards that will help achieve your long-term goals.

Assembling the best team of professionals across investment banks, trust and estate firms, and accounting practices is the beginning of a long-term successful wealth planning strategy. And coordinating their efforts to provide a comprehensive wealth management approach can help to provide the financial security you worked toward when you first started your business.

As an entrepreneur, when you sell one business, you take charge of another: the long-term governance of your wealth. Build your staff accordingly, seeing the highest quality advisors so your new “business” lives up to the success of its predecessor.

See more details in our “The Exiting Entrepreneur” brochure.