Book a Consultation

Free resource

The Business Exit Kit

Selling a business is the largest single financial event most owners will ever have. Most of the planning that matters has to happen before the deal, not after it.

What is inside

Six things to settle before you sign.

  • What your business is likely worth to a buyer, and why that differs from what it is worth to you
  • The tax consequences of an asset sale versus a stock sale
  • How proceeds get positioned before, not after, the wire arrives
  • Installment sales, earnouts and what each does to your tax year
  • Charitable and trust structures that have to be in place beforehand
  • What your personal plan needs to look like the day the business is no longer in it

The kit is educational. It does not constitute tax, legal or investment advice, and it is not a substitute for a conversation about your specific situation.

Get the kit

Enter your details and we will send it straight through. No follow-up sequence unless you ask for one.

We use your details to send the kit and follow up once. Nothing else.

Already in a live conversation with a buyer?

Then the planning window is shorter than it looks. Worth a call this week.

Book a consultation

Or call (941) 706-4151