Selling Your Business

This business owner wants to sell. But he’s concerned.

Dave is ready to exit from his business. Dave wants his legacy to continue and he also wants to look out for his employees. The business is his largest asset, and he wants to be sure the after-tax sale proceeds will last through his retirement years.

Having successfully run a complicated enterprise for decades, Dave is used to making tough decisions. But he’s finding it hard to settle on a plan. The more he thought about it, the more concerns he had. Selling his business is starting to seem more complex than running it.

How Octavia can help you sell your business successfully.

Whatever type of transition you want, Octavia’s team of experts stays focused on your needs. We work together to determine the best ways to help you meet today’s goals while creating financial benefits for your future. Here are some of the ways we help business owners prepare to sell:

• Assess the value of your business and discuss any value gap that needs fixing
• Review your tax situation and structure a transition that will minimize your tax bite
• Help plan for your next stage of life—whether that’s retirement or a new venture
• Design a succession scenario that honors your preferred exit terms and timetable
• Invest the sale proceeds in a customized portfolio to support your new goals