Skip to Content
Reflection of people walking on a sidewalk

Maximize the results of a business sale

January 1, 2017 / 1 min read

As a private business owner, one of the most exciting and potentially impactful events in your career is the sale of your business. Whether you choose to transition your company to a strategic buyer or a financial investor, like private equity, this dramatic change in status can create financial turmoil as well as financial opportunities.

Reflection of people walking on a sidewalk 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.

Tax services

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.

Trust services

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.

Related Thinking

Parents and their children smiling and taking a selfie.
July 2, 2024

Cybersecurity for families: 5 ways to help protect children and adults

Article 10 min read
Two wealthy individuals meeting with a financial advisor to learn about the best financial strategies.
June 12, 2024

10 financial strategies to keep you on track in the second half of 2024

Article 6 min read
Business professionals talking and shaking hands in an office conference room
May 23, 2024

Buy-sell agreements: Protecting the future of your business

Article 6 min read