At LifeWealth Transition Partners, we want you to experience maximum value for your lifetime of hard work. Over the years, we’ve helped dozens of business owners and other professionals preserve their lifelong investments — it’s something we love to do!
Our philosophy is to gather together trusted professionals, including our team of financial advisors as well as CPAs and attorneys, to help entrepreneurs like you address these key questions:
When do you want to exit your business?
How much money do you need from the sale of your company?
Who do you want to sell your business to?
After conducting an intensive discovery process with you, we will create a Business Owner Road Map that is customized to your specific needs and goals. This comprehensive, written document lists the specific steps we recommend to exit your business in the most efficient, risk-free manner possible.
Business-Succession Services
In addition to conducting an in-depth review of any existing estate plans, we can help you with all aspects of the sale of your business, including:
Cash Flow and Business Valuation
How much is your business worth? We can help you determine that all-important number, plus plan for smooth transitions in cash flow for all employees and parties involved in negotiations.
Business Maximization
Ensure you receive what you deserve and nothing less. We'll take you through cost-saving strategies, operating cost conversations, projection numbers and more to certify that your bottom line is where it needs to be.
Tax and Succession Planning
How much will you net after tax and expenses? Is there a cultural fit with the buyer? What will you do after you sell? We'll help make sure you have answers to these questions before you get too deep in negotiations.
Philanthropic Philosophy
Often, business transitions include philanthropic negotiations, including monetary donations as well as simply discussing philanthropic goals between buyers and sellers. If philanthropy is important to you and your business, we'll make it a top priority in negotiations.
Negotiations
This is where we excel, sitting at the table and working on your behalf. With our help, we will see to it that your business transition is smooth, all aspects are handled with care, and you feel confident you made the right decision.
Financing
Financing a successful business succession plan isn't always simple and requires a well-thought-out strategy. We'll show you your options and help you weigh the pros and cons of what makes sense for your situation.
We know from experience that prudent exit planning helps ensure that business owners leave their businesses on their terms.
Call us today to arrange for a confidential assessment of your exit planning situation: 407.299.4129.
