The structure of your business succession impacts:
Business exits must have considerations, such as maximizing valuation, structuring payouts, and maintaining operational stability during the transition.
When planning for the future of your business, understanding the types of sales available can help you achieve your goals—whether it’s liquidity, growth, or a clean exit. Here are common options:
When considering your succession plan, think about:
At Drexel and Co., we’re experienced in navigating the complexities of business succession, including private equity partnerships. Here’s what we offer:
Your business is your legacy. Whether you’re passing it to family, selling to a private equity firm, or planning your retirement, Drexel and Co. Financial Planning is here to help. Contact us today to start planning for the future of your business.
-Aristotle
Having an honest, trusted, and knowledgeable advisor who can help you make smart decisions and create a path to your financial goals is the best way to secure your future and the future of those you care about.
*Source: CFF Board (cfp.net), February 3, 2022
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