Start with your number: how much the business needs to sell for, after taxes and fees, to fund the retirement you want. That figure shapes how and when you sell.
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Partner or management buyout: often financed over time; your retirement depends on the buyer's ability to pay. Family transfer: can combine gifting and sale; fairness among children matters.
vIEW CASE STUDY
An asset sale and a stock sale are taxed differently, and installment payments spread gains across years. We model the after-tax proceeds of each structure with your CPA.
We line up the steps: preparing the business, the sale, any transition period and your retirement date.
Integra Wealth coordinates with your attorney, CPA and valuation professional so the deal and your personal plan agree.
