With each stage of growth comes a unique set of next steps. If your next step is to step down, we can help you with the following:
To sell your business, you need to assemble a team. Ideally, your business sale includes a business advisor, a Certified Personal Accountant, a business broker, an appraiser and an estate attorney.
Perhaps most important on an individual basis is a financial professional who has the expertise to help you evaluate the moving parts of your sale and ensure that the numbers meet your personal financial goals. A financial professional can determine the best way for the proceeds to come to you and they can help with cash flow planning to fund your lifestyle and tax requirements.