You worked hard to start your business. You’re working harder at running it. It has put you on a path to achieve many of your most heartfelt aspirations, and the means through which you are obtaining many of life’s most important ends.

Central to the role of an entrepreneur is looking to the future. Currently, there is more M&A activity than ever. If you are contemplating selling your business within the next five years, you should begin to plan now. The sale of your business can create a liquidity event that will shape the rest of your life – and that of your family.

As part of the planning process, there are several critical questions that need to be addressed. Among these are:

  • Do I have the right team to lead me through the transaction, and provide me with the best outcome?
  • How much money do you need to net after taxes to accomplish the goals of you and your family?
  • How should these monies, and other assets, be allocated in order for you to live comfortably?
  • Can you afford to give to children and to charity? If so, how much should you give, and what is the most tax efficient way to do so?
  • Do you have insurance, and what is the proper type?

The answers to these questions help establish the platform for your life after business ownership. Addressing them properly requires insight and expertise during the three critical stages of the sale of a business: pre-transaction planning, the transaction itself, and post-transaction planning. Addressing the totality of these questions is not the role or responsibility of your lawyer or investment banker, however WEALTHSTONE ADVISORS can step into the role.

As a leader in wealth management for over 40 years, WEALTHSTONE has built a business model and firm that we believe is distinctive to our industry – a firm that provides you the greatest range of services in the sale of your business. With an integrated team of experts, all under one roof, in personal financial planning, investment, insurance, tax, and business consulting, we’re structured and positioned to address all three stages of the sale of your business, and to prepare you for life after business ownership. We are your advocate and partner not solely with respect to the sale of your business – but in helping you create a path to financial freedom.

And so we invite you to walk with us. To walk with us to your financial future.

This was prepared by WEALTHSTONE ADVISORS, a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. For more information please visit: https://adviserinfo.sec.gov/and search for our firm name. This is for informational purposes only. Past performance is not indicative of future results.