Selling a business is one of the most important decisions you’ll make in your life.
We can help you understand your options.
Many business owners have seen their company grow significantly.
Here’s the problem:
You've done the hard work to build a successful business. You've accomplished something very few people ever do.
At a certain point, buyers have started reaching out. Sometimes they're asking questions, other times they might make an offer.
This can be really exciting, but it's also where the most mistakes get made.
Without the right plan, it’s easy to leave money on the table when selling.
We can help with that.
Here’s what many business owners aren’t told: the most important outcomes of a sale are rarely decided at closing.
They are shaped well before that point, through structure, timing, preparation, and planning decisions that many owners do not always realize they are making.
We can help you navigate this.
The sale of your business can have significant impacts on your wealth.
Our job is to make sure you’re not making avoidable mistakes.
I’m Guy Sawyer, CFP®. For years, my firm and I have helped business owners across the country develop the proper exit strategy for their business.
Our role is to serve as the conduit between what you want your exit to look like and how it actually gets executed.
Guy Sawyer, CFP® Director, Werkman, Sawyer, Ladd & Hulst Group
When we meet with a business owner, we don’t start with a transaction. We start with a conversation.
We’ll at where offers stand today, what the overall outcome could realistically look like, how different structures or timelines may change that result, and how this decision fits into the rest of your financial life and family goals. No commitment required.
