2 to 5 years out
Put your personal plan on paper, clean the moving parts, and protect the people who keep the company running.
Know what the sale leaves you.Before you sign.
Personal financial planning for business owners, from the after-tax number to the first year after closing.
Request a first meeting90 minutes. No charge.
BEFORE THE SALE
Start with the number, not the valuation.
At the letter of intent
See the cash, earnout, note, taxes, and deal structure side by side with your CPA and attorney.
Closing and the 90 days after
Know where the wire lands, what stays liquid for taxes, and what does not need a permanent answer yet.
OWNER TO OWNER
Your business should not have to carry your whole future.
Most owners have spent decades making the company work. That does not automatically answer what you need from the sale, what the tax bill changes, or what Monday morning looks like afterward.
Explore business exit planning for owners
THE FIRST MEETING
Bring what you have. You do not need a valuation yet.
We will meet for 90 minutes at our office or your shop or plant within an hour of Fort Wayne. Within a week, you get a one-page letter saying what we heard, what comes first, and what it will cost.
See what to bring
CLIENT COMMENTS
“We started two years before the sale. On closing day we already knew what the wire would turn into after taxes.”Rick V., Auburn
“She sat at one table with our CPA and our attorney and got all three of them working from the same numbers.”Denise and Mark K., Huntertown
“The year after the sale was harder than the sale. She had planned for that, too.”Tom B., Decatur
Comments from current clients. No one was paid or given anything for them, and they may not reflect the experience of other clients.
FORT WAYNE, INDIANA
Find out what the sale leaves you, before you sign.
Request a first meeting
90 minutes. No charge. Or call (260) 555-0127.