^{Business Exit}Planning Your Business Exit on Your Terms

Selling or transitioning a business is the culmination of years of work - the financial plan should be just as deliberate.

How We Helped a Business Owner Plan a Successful Exit

"What comes before and after the sale is as important as the deal itself.”

Greg's personal story includes insights with his success and the mistakes he can help you avoid.

1. Over Reliance on Owner vs. Team

2. Improper/ Incomplete Systems & Process Docuementation

3. Weak Due Diligence with Buyer Investigation

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The Business Exit Roadmap: Financial Planning Before, During, and After the Sale

Schedule a Call with Greg

Greg will share insights with his own personal story and lessons learned

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Additional Resources

More Ways to Get Informed

● Succeeding at Business Succession

● What is the Value of Your Business?

● Keeping Good Records is Good Business

● Insuring Your Business With a Buy/Sell Agreement

● Protecting Your Business from the Loss of a Key Person

● Follow Cambridge Cape Cod Advisors on social for ongoing insight

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^{AS YOU PREPARE TO SEll}The Decisions in Front of You

A business exit is as much a financial planning event as it is a transaction. Key considerations:

● Tax consequences of asset sale vs. stock sale structures

● Timing considerations for capital gains treatment, installment sale elections, or QSBS eligibility

● Post-sale portfolio and diversification planning

● Succession and legacy planning considerations for family or employee transitions

● Coordination considerations with M&A attorneys, CPAs, and valuation professionals

These are general considerations — specific ages, thresholds, and deadlines change over time and can vary by situation. We'll walk through exactly what applies to you.

^{our commitment to you}Guided by What Matters Most

Strategies built around you. Values you can count on.

We create strategies tailored to your specific needs and goals. Years of experience have prepared us to guide you through life's transitions, and we do it with trust, honesty, and integrity. We believe values matter, and we live ours every day.

Start the conversation before you start the process.

Schedule a Call

^{Contact Us}Let's Start With
a Conversation

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A 15-minute call is the best place to start.

Fifteen minutes is enough to know whether we are the right fit. Reach out and we will find a time.

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Business ExitPlanning Your Business Exit on Your Terms