As business owners and entrepreneurs ourselves, we appreciate the sweat you’ve invested and the sacrifices you’ve made to build your business. You’ve spent years breathing life into your idea and creating value for you and your family. Together, we can make all your hard work and dedication pay off.
WE HELP YOU DEFINE AND ANSWER BIG QUESTIONS
Having been through the process many times, we can help you zero in on the central questions and land on the right solutions. Here’s a sample of the issues we can help you resolve:
- You’ve reached a crossroads. Should you sell your business? Keep it in the family? Go public? We’ll help you explore the pros and cons of each scenario.
- If you decide to sell, how do you put your windfall to work? Launch a new venture? Invest in innovative private market vehicles? Engage in philanthropy? Prepare for retirement?
- Post-sale, many business owners grapple with existential questions: Who am I now? What do I do with my time and my life? We’ll help you integrate business, financial and personal factors to make your next chapter as gratifying as the one you just concluded.
TOGETHER, WE ADDRESS THE RIGHT ISSUES, AT THE RIGHT TIME
It’s easy to lose yourself in the day-to-day details of running your business. We can help you step back and establish the broad strategic picture. As in all successful ventures, intelligent planning can focus your energy and propel you efficiently toward your goals. Here are some of the vital tasks we can help you with:
- Financial planning
- Business succession planning
- Tax and insurance planning
- Lifestyle planning
- Pre-sale planning and coordination with outside advisors
- Philanthropic integration
- Estate and legacy planning
THIS IS WHAT THE PROCESS LOOKS LIKE
Each business owner has distinct goals and needs. Here’s a general road map of how we will work together:
LEARNING AND ANALYSIS: We’ll start by gaining a detailed understanding of your business, income needs and long-term plans. We’ll identify potential value detractors and risk factors, and recommend ways to deal with them.
COORDINATION: We’ll help integrate the efforts of your outside advisors — including accountants, tax experts, investment bankers and attorneys — to make sure everyone’s in sync and focused on your desired outcome.
BUSINESS SALE AND BEYOND: If you’re considering selling your business, we’ll help you create a strategy for securing the best price. We’ll also help you identify tax efficiencies, integrate philanthropic considerations and develop a detailed succession plan, with the expert guidance of our Family Office Services team.
INTERESTED IN GETTING TOGETHER AND DISCUSSING YOUR PLANS FOR YOUR BUSINESS?
Reach out today and we’ll set up a time to talk.