.jpg?width=300&height=175&name=Mega%20Menu%20Image%20(1).jpg)
%20(1).jpg?width=300&height=175&name=Mega%20Menu%20Image%20(2)%20(1).jpg)
%20(1)-Mar-08-2024-09-27-14-7268-PM.jpg?width=300&height=175&name=Untitled%20design%20(6)%20(1)-Mar-08-2024-09-27-14-7268-PM.jpg)
%20(1)-Mar-08-2024-09-11-30-0067-PM.jpg?width=300&height=175&name=Untitled%20design%20(3)%20(1)-Mar-08-2024-09-11-30-0067-PM.jpg)
%20(1).jpg?width=300&height=175&name=Mega%20Menu%20Image%20(3)%20(1).jpg)
%20(1).jpg?width=300&height=175&name=Mega%20Menu%20Image%20(4)%20(1).jpg)
%20(1).jpg?width=300&height=175&name=Mega%20Menu%20Image%20(5)%20(1).jpg)
-Mar-08-2024-08-50-35-9527-PM.png?width=300&height=175&name=Untitled%20design%20(1)-Mar-08-2024-08-50-35-9527-PM.png)
.jpg)
Have you been approached to sell your business?
These days it seems like almost every business owner gets contacted by groups who allegedly want to buy their business. With this guide, we give you exclusive insights on the business sale transaction process to help you answer these seven questions:
- Have you established a post-sale financial plan?
- What is my business really worth?
- What are the tax implications of a business sale?
- What does it take to sell a business?
- Can my business run without me?
- What financial information do I need to present to buyers?
- What constitutes an "add-back" to cash flow?
Recent News & Insights
Financial Planning
Financial Planning Advice for Recent College Grads
We are approaching graduation season, and with that comes a new crop of freshly minted college ...
Market Commentary
2024’s Hot Stocks Have Cooled Fast + 4.23.25
A handful of tech giants stole the show in 2024. Just a few months into the new year, they’ve ...
Family Office
Do You Need a Family Office? 7 Aspects to Consider
As your wealth grows—whether through a successful business, inheritance, or years of strategic ...
Market Commentary
Tariff Volatility + 4.7.25
Last week, the President hit virtually the whole world with reciprocal tariffs that were far ...
Let’s get you where you want to go.
We work to simplify complexities, help make critical business decisions, and confidently focus on the things that are truly important to you. We embrace your business as our own to spark the right solutions and help you thrive.