Selling your business might be one of the most significant financial decisions you will make. A business transition can have major implications for your retirement plan, legacy and tax exposure. Whether you are transitioning your business today, tomorrow or in the future, our collaborative team of CPAs, financial planners and business valuation specialists can help you answer the questions to ask when considering a business transition.
- What is your business worth, and what are buyers willing to pay for it?
- What are the personal finance and tax implications today and down the road?
- What will the impact of selling your business be on your legacy, your employees and your family?
- Do you have a detailed analysis of how the transition could impact your lifestyle and retirement plans?
Our team helps you navigate one of the biggest decisions you will make. Watch to learn more about our business transition strategies:
Investment advisory services are offered through HK Financial Services, Inc. (HKFS). Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of HKFS. HKFS and Avantax are independent of and unrelated to Yeo & Yeo Wealth Management. Neither HKFS nor Avantax provide tax, accounting or legal services.
This material is for informational purposes only. It is not intended as investment, tax or other advice or an offer or solicitation for the purchase or sale of any financial instrument. Indices are unmanaged, represent past performance, do not incur fees or expenses, and cannot be invested into directly. Past performance is no guarantee of future results. Consult with your financial, tax or other appropriate advisors on all matters pertaining to financial, accounting or tax obligations and requirements.
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