You've worked hard to make your business successful. When you're thinking about what comes next for what may be your single largest asset, we can help guide you at every stage of ownership. Talk to your financial advisor about how we can help you with the next stage of your business.
Presale planning for business owners
Pre-sale planning is often an overlooked, but key step to help potentially minimize tax exposure, increase value, and align the outcome with your goals.
Business valuation: Understanding value and its drivers
Whether you’re weighing offers or planning for taxes, knowing your business’s value can be key. And understanding what drives the value can help improve it before a sale.
Which transition is right for you?
Business transitions often have better outcomes when early planning and clear goals are met with a disciplined process.
What to consider if you’re thinking of selling your business
When’s the right time to sell your business? Ideally, when it’s doing well and when you’re ready for it – personally and financially.
The Shifting Buy-sell Landscape
If you own a business with a partner(s) beware: the buy-sell landscape has shifted significantly.