DiscoverStrategic Planning for Business OwnersPreparing for the Sale of Your Closely Held Business
Preparing for the Sale of Your Closely Held Business

Preparing for the Sale of Your Closely Held Business

Update: 2025-05-31
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The decision to exit a business is often very personal and complex for its owner. In order to ensure personal, family and business goals are achieved, a thorough plan should be put into place. Planning appropriately can be an essential component for protecting and preserving the value of an owner’s company for him or herself and heirs. Financial advisors and planners are an essential resource to business owners and their families looking to engage in detailed planning prior to, during and after a major liquidity event.
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Preparing for the Sale of Your Closely Held Business

Preparing for the Sale of Your Closely Held Business