For business owners, selling a company is often one of the most significant financial transitions of their lives. Beyond the transaction itself, a sale introduces important considerations around taxes, investments, estate planning, and the future of their family's wealth.
In this conversation, Michael Comstock, Head of Family Office Services at Summit Wealth Group, and Lacey Jordan, CFP®, ChFC®, WFA®, Vice President and Senior Financial Advisor, discuss why planning should begin well before a potential sale. They explore how early preparation, a coordinated advisory team, and a clear understanding of personal and family goals can help owners navigate the transition and prepare for what comes next.
Preparing for a Business Sale
Whether a sale is two years away or ten, thoughtful planning can help owners understand their options, prepare for important financial decisions, and consider how the proceeds will support their long-term goals.
For a deeper look at the considerations involved, including business valuation, transaction structure, tax and estate planning, and life after the sale, download our accompanying commentary.