Planning Now for a Business Sale Could Yield a Higher Purchase Price

After reviewing your financial situation, we’d like to discuss formalizing and strengthening your business succession plan to maximize the benefit to your personal financial future.

Proactive planning for the timing, transition and taxes of a business sale can save you frustration, money and potentially yield a better purchase price if you work with a tax-intelligent financial professional. Your business could be sold for a higher value simply due to a lower interest rate environment!

We believe you would benefit from working with our team to:

• Determine the true value of your business.
• Select the ideal timing, terms and deal structure.
• Analyze the impact of current and potential interest rate environments.
• Run various sale scenarios through estimated tax returns.
• Discuss implications of changing tax legislation over the length of your deal.
• Plan for the appropriate use of sale proceeds.
• Evaluate the sale’s impact on your personal financial plan and retirement income.

Taxes are a huge cost of any business transaction, taking out as much as 25-35%+ from the proceeds on gains, which is why it’s critical to work with a tax-intelligent financial professional to plan for the sale of your business.

Please call our office at your earliest convenience to schedule a meeting. We look forward to helping you design a tax-intelligent succession plan that maximizes the benefit to your employees, customers, family and future.

Best Regards,