Plante Moran’s Wealth Management professionals have the knowledge, expertise, and experience to help you personally make the most of any liquidity event; and, with a wealth of business services available through our Plante Moran affiliates, we can help you make sure that the business transaction and transition are well managed, as well.
Financial advisory and investment strategy
The sale of a business has the potential to create enormous liquidity on your personal balance sheet. Is your investment strategy optimized to take advantage of this influx? Our Plante Moran Financial Advisors wealth planners can help you investigate options that may not have occurred to you and line up a plan that keeps your wealth working for you the whole time.
Any change in the ownership status of your business – whether it is a sale or an acquisition – comes with both personal and business tax implications. Plante Moran Wealth Management’s tax professionals can help you understand the benefits and risks facing you and your business and plan a comprehensive strategy in advance to make the most of this opportunity.
Estate planning services
How will this change affect your estate and your long-term goals for your family? Our estate planning team can walk through the various issues with you to ensure you have a big-picture view of this aspect included in your business transition plan.
If the transaction and associated changes in your financial situation change your long-term wishes, Plante Moran Trust can work with you to help ensure your heirs, charitable interests and other priorities are taken care of.