top of page

Setting Goals

The exit strategy begins with the strategic advisor and owner creating a realistic range of the pricing, terms and structure expected from a sale in the current market. The investment advisor then develops a plan to invest the after-tax proceeds to meet the owner’s goals. For the majority of owners, this newly liquidated business wealth will constitute a meaningful portion of their total wealth driving the financial, tax and estate plans. Some of the categories of goals include:

  • Legacy Goals – what will have been your contribution?

  • Lifestyle and Life-after-Business Goals – what do you want from the next phase of your life?

  • Estate Planning Goals – how will you ensure that your estate passes to your heirs in the most tax efficient way?

  • Exit Strategy Goals – based on all of the above, what are the priorities to be met by your selected exit strategy as to risk, time, wealth and income?

15 views0 comments

Recent Posts

See All
bottom of page