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Business Sale Strategies

Business Sale
Strategies
John Waldron

John J. Waldron, CEO and Founder, highlights pre- and post-sale approaches to maximizing the selling of a business.

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“My client built a business from the ground up—working 70-hour weeks for many years—until he was approached by a competitor who wanted to buy the company and still employ him. He could give up his management duties, reducing his hours and freeing time to focus on strategy, plus he’d gain a huge infusion of liquidity that he never had before. This would open up a world of possibilities for him, and cement a legacy for his heirs. But first he had to transition his wealth from residing in a closely-held company to being liquid, held within trust with values fluctuating every day.”

Our Advice

We created a ‘lifestyle portfolio’ that balanced tax-free and taxable bonds in a way that maximized after-tax returns, generating the income needed for the client’s desired lifestyle, while allocating the remaining investable assets to a separate, longer-term growth portfolio for heirs. To hold illiquid real estate and closely-held investments, we created a trust for the family that would protect those assets from litigation and later transfer the assets to the next generation at discounted values creating tremendous future tax savings. Prior to the sale, we helped restructure the client’s life insurance—held by the business—moving the policies into various trusts.

Team Members Who Can Help

Robert Wyche
Chris Roe

Business Owner Advisory Services

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Valuation Coordination
Business Growth Consulting
Entity Ownership Structuring

Business Succession Planning
Pre-business Sale Transaction Planning
Buy/Sell Agreement Consulting and Funding

Expertise for Every Scenario

Business Sale
Strategies
John Waldron

John J. Waldron, CEO and Founder, highlights pre- and post-sale approaches to maximizing the selling of a business.

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Preparing Your Kids
for Wealth
Matthew Helfrich,

Matthew Helfrich, CFP®, President, relates how Waldron helps heirs grow into responsible stewards of their family’s wealth and legacy.

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Compensation
Advice

Robert H. Wyche, Managing Director, shows how we help highly compensated corporate executives and other professionals to make the most of compensation packages.

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Supporting Your
Family Office

Michael Krol, CFP®, CPA, CFO & Chief Service Officer, tells how Waldron efficiently helps family offices provide expanded services for their clients.

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Considering the
Effect of Taxes

Robert H. Wyche, Managing Director, relates the story of a coordinated carryforward strategy.

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Your Philanthropic
Legacy
Chris J. Roe

Chris J. Roe, CPA, Managing Director, relates how charitable intentions can be better coordinated.

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Goal-based
Investing
Benjamin Greenfeld

Benjamin Greenfeld, CFP®, Chief Investment Officer, illustrates the wisdom of an investment model based on needs and objectives.

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Complete Financial
Planning
Kevin Searfoss

Kevin Searfoss, CFP®, CDFA™, Wealth Counselor, puts all the pieces together to show the strength of integrated services.

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Forbes list of
America's Top
Advisors