Business Succession
Business Succession
You’ve worked hard building your business. You deserve to know everything will transition smoothly once you step away.
Having been a buyer and seller of many businesses and real estate properties, we understand the motivations behind both parties. We know how to structure the deal and if you need to be aware of any tax traps or pitfalls. We’ll help you understand when and how to sell, whether or not financing should be an option, and if you should keep the real estate or rent it separately.
As you can see there are a lot of questions that need to be answered. We can help you create a plan that sets you and your company up for success after you leave and gives you the peace of mind you need.
Call us today to get started: 217.824.4211.
Read more about Business Succession
Small Business Succession Planning Checklist
You have built your business and you've seen success, but now you're ready to plan for a life after years of hard work. The best time to prepare a business succession plan, if you do not have one in place, is NOW. When business owners fail to plan properly for a...
How a Financial Advisor Can Help a Small Business Owner
A financial advisor may seem like a luxury for many folks (though we would challenge you on that opinion). However, a trusted financial advisor, especially one who is a Certified Financial Planner like myself, is an essential partner a small business owner should not...
5 Tips to Help You Get Started on a Business Succession Plan
You’re proud of the business you’ve built over the years. But at some point, you’ll be ready for your next adventure. And your business can be ready, too, if you start early. Here are five tips to help you get started on a business succession plan. 5 Tips to Get...
Everyone deserves a reliable financial partner they can trust
Working together we’ll ensure you live a comfortable, financially-stable life.