Mergers & Acquisitions – They say selling a business is an art – we’ve turned it into a science
Schedule a Consultation
Businesses for SaleMorgan & Westfield is committed to making the process of buying a business as simple as possible. Browse our businesses for sale now.
Buyer’s GuideHere is an overview of the process of buying a business, presented in concise summaries from our experts.
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.
We invested over a decade perfecting every step of the process. The result is a method proven to reduce your risk and maximize your price.
View Our Process Now
M&A Advisor
What really makes a buyer take notice? This episode delivers actionable steps to make your business irresistible to buyers. Learn how to highlight what matters most: a strong team, steady…
Wealth Manager
How much money do you need to live the life you want after you sell your business? How can you make sure that you get it? Wealth manager Joe LoPresti…
You’ve invested your blood, sweat, and tears into an enterprise that has provided for you, your family and your employees. The moment has finally come for you to start a new chapter in your life. Explore your options now.
Schedule Your Consultation
Who We Are
What We Do
Our Experience
Text
Audio
Other Resources
Let’s Talk
LinkedIn: