Business Exit Strategy

Transitioning from One Stage of Life to the Next

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About Business Transition Planning

Navigating the transition from owning a successful business to planning for a well-deserved retirement can be an emotional rollercoaster. At Brown and Company, we understand that your personal and business finances are intertwined, making the journey into future financial and estate planning complex. Brown and Company has the expertise to guide you through every step.

Imagine a smooth and worry-free transition where you will confidently sell your business and step into a successful retirement. The Brown and Company team is here to work with you during this transition.

The pivotal question to consider is: Will your exit planning strategy truly prepare you for retirement? At Brown and Company, we’ve worked closely with entrepreneurs and successful business leaders, and we’ve honed our expertise to address the common concerns that arise in business succession planning:

  • How much do you need to “net” from the sale to be financially independent?
  • Are there tax planning opportunities to explore?
  • How will you sustain your income post-sale for the next several decades?
  • What steps can be taken to maximize the value of your business before selling?
  • Will you continue working in the business and, if so, for how long?
  • How can you replace the services the business currently provides you?
  • Do you have a game plan for how you’ll spend your time post-sale?

Enter Brown and Company’s Company Succession Planning Services. Our process is comprehensive, involving collaboration with your entire financial team to prepare your business for transition and working closely with your family to plan for life after the sale. Our secret weapon, the Buyout Barometer®, is a proprietary tool that helps you assess if you can sell your business and confidently pursue a successful retirement.

We are committed to guiding you through the maze of selling a business. From the initial thoughts and planning to receiving the proceeds of the sale, Brown and Company pledges to be an integral part of your team. Let us guide your business exit strategy, turning what can be an emotional change into a well-planned transition.

With Brown, You’ll Know!