Do you work with business owners planning to sell their company?

Yes. Helping business owners navigate the financial complexity of a company sale is one of the areas we are most passionate about. The period leading up to and following a business sale involves significant decisions around tax planning, investment of proceeds, estate planning, and retirement income strategy. We have firsthand experience quarterbacking liquidity events and work closely with investment bankers, M&A attorneys, and tax advisors to make sure our clients are well-positioned before, during, and after the transaction.