Summary
Business owners often focus on valuation and deal terms when selling a company, but advisers can add greater value by guiding them through the emotional and personal transition. Many owners plan to sell, yet relatively few complete successful transactions due to a lack of preparation. Advisers should help clients define post-sale goals, align financial plans with personal priorities, and build an early team of legal, tax, and investment experts. They should also address tax strategies, wealth management, family dynamics, and lifestyle changes before and after the sale. Acting as long-term coaches helps advisers deliver smoother, more rewarding business exits.
Kiplinger
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