Mergers & Acquisitions – They say selling a business is an art – we’ve turned it into a science
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Thinking of selling your company? What is your plan for the windfall of money you’ll get once you complete the sale? Wealth advisor Jason Gordo discusses seven points to keep in mind as you create a financial plan and a wealth strategy before beginning the sale process. Build the right team of advisors to discuss your post-transaction life plan, set goals, and think about the things you should do to prepare for the financial outcome of your sale.
“Be intentional about why you are selling, and let that be your guiding light through the sales process.”
Jason Gordo
| Hire a team of professionals before you sell your business in order to be prepared. [2:55] | |
| Manage your risk and be prepared for the tax bill. [10:01] | |
| Educate yourself and plan for the tax consequences. [16:35] | |
| Plan your estate and work with an estate planning attorney who works with entrepreneurs and windfall payments. [23:02] | |
| Create a multi-generational wealth strategy and plan. [26:23] | |
| Strategize about your giving plan or philanthropy decisions. [30:51] | |
| Prepare for the emotional side of the transaction and make a plan for your life. [34:20] |
Jason Gordo is a co-founder and president at Modern Wealth Management. Gordo is an accomplished wealth management executive with a diverse background in business strategy, execution, and mergers and acquisitions. Prior to joining the founding team at Modern Wealth, Gordo was a Managing Director at Goldman Sachs Personal Financial Management, where he was Head of Advisor Growth.
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