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Business Owner

After 30 years of running a successful business, the owner was looking to transition into his next challenge. We worked with his CPA and attorney to design the ideal business sale compensation structure to help reduced his taxes and increase his value through the sale for $7,250,000.

We also coordinated the business payout with a simple and clear yet comprehensive financial plan to maximize his future income needs. We rolled over his personal company 401k account into a self-directed IRA and coordinated the investment management with his other existing accounts, using a tax-managed strategy for his non-qualified portfolio.

With a clear understanding of his current and future financial picture, he can confidently move forward towards his next challenge – consulting, another business, and/or perhaps full retirement – knowing the legacy he built through his business will last for generations to come.