Maximize Your Business Exit
Connect with advisors who specialize in business transitions and sudden wealth.
Selling your business is likely the biggest financial event of your life. Find advisors who help you minimize taxes, invest proceeds, and plan your next chapter.
Selling a Business Consultation
Connect with advisors who specialize in helping clients selling a business.
Advisors Who Specialize in Selling a Business
Top-rated advisors with experience guiding clients through this life event
Michael Johnson
Johnson Wealth Advisors
FiduciaryFee Structure
Fee-Based
Min. Assets
$500,000
Experience
10 years
Response Time
Within 1 hour
Certifications
Primary Focus
comprehensive financial planning
Sarah Brown
Brown Financial Group
FiduciaryFee Structure
Fee-Only
Min. Assets
$100,000
Experience
17 years
Response Time
Same day
Certifications
Primary Focus
retirement income strategies
Michael Johnson
Johnson Wealth Advisors
FiduciaryFee Structure
Fee-Only
Min. Assets
$1,000,000
Experience
19 years
Response Time
Same day
Certifications
Primary Focus
comprehensive financial planning
Sarah Brown
Brown Financial Group
FiduciaryFee Structure
Commission-Based
Min. Assets
$250,000
Experience
26 years
Response Time
Within 1 hour
Certifications
Primary Focus
retirement income strategies
Michael Johnson
Johnson Wealth Advisors
FiduciaryFee Structure
Fee-Based
Min. Assets
$500,000
Experience
10 years
Response Time
Within 1 hour
Certifications
Primary Focus
comprehensive financial planning
Sarah Brown
Brown Financial Group
FiduciaryFee Structure
Fee-Only
Min. Assets
$100,000
Experience
17 years
Response Time
Same day
Certifications
Primary Focus
retirement income strategies
Financial Planning for Selling a Business
Key Considerations
- Understand the financial implications of this life change
- Find advisors with relevant experience
- Verify fiduciary status and fee transparency
- Check for specialized certifications
- Ensure alignment with your timeline and goals
What to Expect
- Comprehensive financial assessment
- Action plan specific to your situation
- Ongoing support through the transition
- Clear communication and transparency
- Coordination with other professionals as needed