Partnering with business owners to turn the value they’ve built into a long-term wealth strategy.
Selling your business represents one of the most meaningful financial milestones in your life. After years of dedication spent building something valuable, the natural next step is deciding how that value will shape what comes next.
The strategies you put in place before, during, and after the transaction determine how much of that wealth you get to build on. For many business owners, this next chapter brings a new set of important decisions — from navigating tax considerations to developing an investment approach and building a long-term financial plan.
Dakota Day is a CERTIFIED FINANCIAL PLANNER® and Tax Planning Certified Professional® with Summit Wealth Group in Colorado Springs. He specializes in working with business owners to reduce their tax burden throughout their career, maximize after-tax proceeds at the time of a sale, and build a long-term wealth strategy once the transaction closes.
Dakota works with clients to:
Design retirement plan structures including cash balance pension plans that shelter income during your peak earning years
Identify and address valuation risks that could suppress your sale price
Evaluate transaction structure (stock sale vs. asset sale) and model the after-tax difference
Implement pre-sale strategies like Qualified Small Business Stock exclusions, ESOP transactions, and charitable remainder trusts that can reduce or defer capital gains
Coordinate with your M&A attorney, CPA, and estate planning counsel so every piece of your strategy works together
Build a post-sale investment and income strategy that transitions you from business owner to long-term investor
With a background in commercial banking and investment operations, Dakota brings a practical, business-owner perspective to financial planning, not just investment management. He understands how businesses are built, how deals are structured, and what it takes to safeguard and grow the wealth that provides for your family for generations to come.
Whether you're 10 years or 10 months away from a sale, the best time to start planning is now.
Selling Your Business Is Only Step One.
Many business owners spend years planning the sale, but very little time planning what happens after the wire hits their bank account. A liquidity event can create new challenges overnight:
- Managing a sudden influx of capital
- Minimizing taxes from the sale
- Diversifying out of concentrated risk
- Creating income after leaving the business
- Coordinating attorneys, CPAs, and deal advisors
Without a strategy, the opportunity created by a sale can quickly turn into uncertainty.
Schedule a Confidential Consultation
Start with a confidential conversation with Dakota to discuss your business, your upcoming liquidity event, and the financial questions on your mind.
Build Your Strategy
Dakota will help you evaluate the tax implications, investment options, and long-term financial planning strategies that can turn the proceeds from your business sale into lasting wealth.
Move Forward with Confidence
With a clear plan in place, you can focus on closing the deal and stepping into your next chapter knowing your financial future has a strategy behind it.
Schedule a Confidential Consultation With Dakota
Dakota would love the opportunity to connect in person if you are in the Colorado Springs or Denver areas. Not in those areas? That's okay! Dakota has clients all over the country! Let us know if you are unable to connect in person, and we will set up a virtual face-to-face meeting.
Dakota is pleased to offer a complimentary initial consultation. Please click the link below and specify that you would like to meet with Dakota!