Flagship guide
The Business Owner's Pre-Sale Wealth Planning Guide
Most of what determines an owner's result after a sale is decided before a buyer is at the table. This guide walks through the decisions that are still open early and the ones that close as a transaction moves forward.
This guide is written for owners who are somewhere between thinking about a transition and starting one. It does not tell you what your business is worth or what you should do. It shows you which decisions are still available at each stage, which ones close, and who needs to be in the room before they do.
What the guide covers
- Why timing determines which planning options remain open.
- How to define the personal objective before evaluating an offer.
- The tax questions worth raising with your CPA before terms are negotiated.
- How deal structure changes both risk and result.
- What diligence tests, and what readiness work takes time.
- How income is produced once the business is no longer producing it.
- Where estate documents fall out of step after a transaction.
- Who belongs on the team, and when each person should be engaged.
Who it is written for
Owners considering a sale, a family transfer, a management buyout or a gradual withdrawal, whether that is imminent or several years away. It is educational material, not advice, and it is written to make your conversations with your CPA, attorney and advisor more productive.
Inside the resource
12 sections, written to be read in one sitting
- 011. Why timing decides most of it
- 022. Define the personal objective first
- 033. Understand the tax exposure before negotiating
- 044. Deal structure and what it changes
- 055. Business readiness and diligence
- 066. Concentration before the sale
- 077. Income after closing
- 088. Tax character of the proceeds
- 099. Estate and legacy coordination
- 1010. Assembling the team
- 1111. A workable sequence
- 1212. What to do next
What happens next
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Important disclosure
This material is educational and general in nature. It is not investment, tax or legal advice, and it does not consider your individual circumstances. Tax and legal outcomes depend on facts that differ from one situation to another and on law that changes over time. Work with your own tax and legal professionals before acting on anything described here.
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