A business sale is a once in a career decision. Plan it that way.
Most of what you own may be tied up in the company you built. How the sale is structured, when it happens, and what comes after can shape your retirement, taxes, and family wealth for the next thirty years. This is where that planning starts.
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Five questions worth answering first.
The asking price is only one number in a much larger plan. These are the questions a coordinated planning team works through long before a deal is on the table.
- 01How much of your family net worth is tied up in the business today?
- 02What does the after-tax sale price look like under each deal structure?
- 03Who runs the company if you step back six months before closing?
- 04If part of the price is contingent, can the rest of the plan survive without it?
- 05What do the portfolio, income, and estate plans look like the day after close?
From thinking about it to life after closing.
A strong exit is built in stages. The earlier the business, tax, legal, and personal planning are coordinated, the more control you tend to have over what the sale delivers.
Build the case
Clean up financials, normalize EBITDA, reduce owner dependence, and start shaping the story buyers will price.
Assemble the team
Bring in financial planning, tax counsel, an M&A attorney, and a valuation read. Model the after-tax sale.
Readiness review
Tighten records, retain key employees, document operations, and stress test the personal financial plan.
Structure the deal
Weigh cash, rollover equity, earnouts, seller notes, and tax timing. Coordinate estate moves that work pre-close.
Life after the sale
Reinvest the proceeds, fund retirement income, finalize the estate plan, and protect what the sale created.
Before the sale becomes a number, make it part of the plan.
Whether you are three years out, sitting with a letter of intent, or deciding what to do with proceeds that already closed, a first conversation costs nothing and is held in confidence. If WealthGen is not the right fit, we will say so.
