Are You Ready to Sell?

Knowing if you can afford to sell, and when you are ready to take the leap is the most difficult decision for many business owners. In addition to building a comprehensive succession plan and ensuring your organizational structure will not leave you with a giant tax bill, it is important to address the other factors to ensure a happy and prosperous life after the close.  The ability to shift from an entrepreneurial mindset to a capital management position requires planning and with the right preparation and enough time to implement. There are a number of opportunities to maximize the money in your pocket and ensure your financial success long after the close.

This session will look at real-world examples: 

• How to structure your company well in advance of a potential sale or recapitalization 
• Help you consider all of your business options to reap the benefits and avoid pitfalls 
• Tactics to avoid major post-sale surprises 
• Tips for shifting from an entrepreneur mindset
• Wealth management tips and managing former business expenses post-transition