Transferring or Selling Your Business 

selling your business: moving on 

Your role is now changing, and everything is open to examination. As you look at transferring or selling your business, one of your primary concerns is likely how to ensure your income in retirement is at the level you have come to expect and appreciate.

Keep in mind that any financial planning for the business will have a direct affect on your estate.

Rewarding Key Employees

Reflect on the contributions your key employees have made to the success of your business.

Review your benefit programs to ensure you’re rewarding key employees.

Business Valuation

Business valuation can help determine the approximate value of marketable assets in the event the business is liquidated.

Learn about the different methods of business valuation.

Exit Strategy

You’ve created your exit strategy well in advance of your planned exit.

Review your exit strategy to ensure its accuracy.

The information contained on this website is not intended to be used as a basis for legal or tax advice. In specific cases, the parties involved must always seek out and rely upon the counsel of their own attorneys.

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