All
Thought leadership series
Why some business owners panic after selling…and best ways to avoid that.
Most business owners think selling their company solves everything. Until 6 months later… and they start to wonder if they got the right number for the sale. Here’s where that panic creeps in. Your business has been quietly paying for your life. Not just through the income and distributions you’ve been taking. But things like: • Health insurance • Family on the payroll • Extra rent you may be paying yourself • “One-off” expenses that weren’t really one-off And when the business is gone? Those don’t disappear. They become your responsibility. So that “big exit” number? It might not have taken into account how the business was really supporting your lifestyle. And so the number doesn’t go nearly as far as you think. The best operators don’t just plan for the sale price. They break down the detailed math of what life actually costs after the business is gone. All the add backs. Because if... “How much is my business worth?” Doesn’t really solve for... 👉 “What does my life cost without it?” You may be exiting to a very different reality. If you haven’t already, calculate what your lifestyle costs without your business paying any expenses. If you’re within a few years of an exit, this is one of the most important numbers to get right. #BusinessOwner #ExitPlanning #EntrepreneurLife #SellYourBusiness #WealthPlanning #FinancialPlanning #BusinessExit #PrivateWealth #HighNetWorth #EntrepreneurMindset #CashFlow #SmallBusinessOwner #StrategicPlanning #LifeAfterExit
Osaic Wealth Form CRS
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.
This communication is strictly intended for individuals residing in states where the contracted representative is licensed. No offers may be made or accepted from any resident outside the specific state(s) the representative is registered. Current registered states: AZ, CA, CO, CT, DE, FL, GA, KY, MD, NJ, NM, NY, NC, PA, SC, TN, TX, VA. Please contact us to determine the states in which each representative is registered.
Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual’s personal circumstances.
To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. Osaic Wealth, Inc. does not provide tax or legal advice.
These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. The company is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to, or use of third-party technologies, websites, information, and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.