Business Transition Planning
Strategic positioning of your business for eventual transition or sale requires the development and execution of an established plan, typically at least three years before a liquidity event or transfer to family and/or employees.
Just as it takes years to build value in the business for you, your family and employees, a solid exit strategy takes years to develop and execute. Proper strategic positioning is important to ensure that an eventual transition, or liquidity event, is realized in the way that meets all your goals. The Brightworth team provides the coordinated leadership between you and your other advisors including your investment banker or business broker, attorneys, CPA and insurance agents.
Having a strategy for personal and family wealth succession before a sale or succession can help ensure that income and estate taxes are minimized while maximizing personal wealth, your family legacy and charitable vision. Our business transition consulting services include the development of initial and ongoing strategies to enhance the value of your business in anticipation of a sale or other liquidity event with a plan to transition business income to personal income derived from your investment portfolios.
