Selling Your Business
Selling Your Business? We're Here to Help.
Selling a business is one of the most significant
financial decisions you’ll ever make, and you’ll only
have one opportunity to get it right.
Unfortunately, the process can be complex and
overwhelming. Every decision you make can have a
lasting impact on your financial future. That’s why
having an experienced, trusted financial advisor by
your side is crucial.
What you can expect
A Tax-Efficient Exit Strategy
At TrueNorth Wealth, we specialize in helping business owners design exit strategies that preserve wealth and
minimize tax burdens. Our fiduciary advisors work closely with you to ensure the IRS takes as little as possible from your hard-earned sale.
Beyond the Sale
Selling your business isn’t just about closing the deal – it’s
about securing your financial future. Whether you need
guidance on reinvesting proceeds, creating a sustainable
income plan, or planning for retirement, our team is here to
integrate the sale into your larger wealth management
strategy so that you can transition into your next chapter with confidence and clarity.
Supporting your team through the sale
Your employees are a critical part of your business’s success, and their support during a sale can make all the difference. We’ll help you create a thoughtful plan to keep your team informed and engaged throughout the transition.
We partner with outside experts to design incentive-based
compensation plans that motivate employees to maintain-and even enhance-productivity during the transaction process.
By addressing employee concerns proactively and transparently, you can avoid disruptions that could impact your business’s value.
Together, we'll ensure your team feels valued and secure, so the business continues to thrive while you focus on the sale and your future.
Questions we help you answer
These are just some of the questions we help you answer as you prepare for, navigate, and transition after the sale of your business:
- How can I structure the sale to minimize taxes and maximize my net proceeds?
- Should I sell assets or shares, and which option is better for me?
- What should I consider when negotiating deal terms?
- What are the tax implications of reinvesting the proceeds from my sale?
- How do I reinvest the proceeds to create a sustainable income for retirement?
- What steps should I take to adjust my financial plan after selling my business?
Comprehensive Guidance for Selling Your Business
Tax-Efficient
Strategies
We structure your sale to minimize
taxes and maximize your net
proceeds.
Professional
Collaboration
Our team works seamlessly with
your CPA, attorney, and other
professionals for a smooth
process.
Customized
Exit Plans
We design a strategy tailored to
your personal financial goals and
future vision.
Post-Sale
Planning
Our fiduciary advisors help you
reinvest proceeds and create a plan
for long-term financial security.
Risk
Management
We guide you in identifying and
addressing potential risks
throughout the sale process.
Integrated Wealth
Planning
We ensure your business sale
aligns with your broader financial
plan and long-term goals.
Helpful Articles for Business Owners Preparing for a Sale
FREE STRATEGY SESSION
Are you getting the MOST out of your finances?
Schedule a free strategy session to gain insight into your financial challenges, uncover opportunities you may be missing, and receive personalized recommendations to help you achieve your financial goals.
We’re happy to answer your questions!
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or visit our contact page to send us an email.