Business Transitions

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:

Ready to Get Started?

Contact Us Today To Speak With One Of Our Experts

Peter Bender

Peter Bender

CPA, CFP®

CPAs & Business Consultants,
Wealth Management

Andrew Matuzak

Andrew Matuzak

CPA, PFS

CPAs & Business Consultants

Disclaimer
Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Yeo & Yeo Wealth Management. Peter Bender is an Avantax registered representative. Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

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.

Check the background of Pete Bender on FINRA’s BrokerCheck.