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Thinking about selling a business? The amount you can bank on might surprise you.
Thinking about selling a business? The amount you can bank on might surprise you. If you sell your company for $15 million, the number that lands in your bank account is usually a lot smaller than you expect. In planning for your final number, don’t forget to factor in these items: • Rollover equity & earnouts (not guaranteed cash) • Legal & accounting costs • Key employee success bonuses • Working capital adjustments • Investment banker fees • Federal & state capital gains taxes By the time the dust settles… $15 million can easily become about $8.7 million. That’s less than 60% of the headline sale price. This is exactly why exit planning years before a sale matters. The structure of the deal, the timing, and the tax strategy all matter in planning for what comes after a sale. So if selling your business is on your horizon, this is a conversation you want to have with you financial planner early… not after the LOI is signed. #BusinessExit #BusinessOwner #PrivateEquity #ExitStrategy #BusinessSale #EntrepreneurLife #BusinessWealth #StrategicFinancial #Entrepreneurship #MergersAndAcquisitions #BusinessOwners #ExitPlanning #PrivateEquityDeals #WealthManagement #FounderLife #SmallBusiness #CorporateFinance #Leadership #WealthPlanning #FinancialPlanning #HighNetWorth #TaxPlanning #LegacyPlanning The opinions expressed herein are for general information only and not intended to provide specific advice or recommendations for any individual. Please consult your financial professional, attorney, or tax advisor with regard to your individual situation.
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Securities and investment advisory services are offered through Osaic Wealth, Inc., member FINRA/SIPC and a registered investment advisor. Additional investment advisory services offered through Strategic Financial Advisors Corporation, a registered investment advisor. Strategic Financial Advisors Corporation and Strategic Financial Services Corporation are not affiliated with Osaic Wealth, Inc.
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