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. Have you considered what life looks like after the close?  The ability to shift from an entrepreneurial mindset to a capital management position requires planning and the right preparation and time to implement appropriate strategies. 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  
• What options to consider to reap the benefits and avoid pitfalls 
• Tactics to avoid common post-sale surprises (… and unexpected tax bills) 
• Wealth management tips and managing former business expenses post-transition
• Preparing for the emotional rollercoaster of transition