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After years of dedication, Sheryl built a business she loved, one that held significant value and provided stability for her employees. But as life evolved, so did her priorities. With an elderly mother needing more care and grandchildren growing up quickly, Sheryl realized it was time for a change. She wanted to transition out of her business in a way that honored her hard work while also securing a comfortable future for herself and her employees.
The Exit Planning Journey
Sheryl’s situation is one that many business owners face. With no family members interested in taking over the company, she needed a strategic plan to sell her business while ensuring her employees were protected. That’s where we came in. Through our 7-step exit planning process, we helped Sheryl transition smoothly and successfully. Here’s how we did it:
- Business Valuation: We connected Sheryl with our expert network team to assess the true value of her business and its unique intellectual property rights.
- Finding the Right Buyer: We listed the business and worked to find the best-fit buyer who would continue her legacy.
- Tax and Retirement Planning: We helped Sheryl plan for hidden retirement costs and tax implications to ensure financial security.
- Investment Management: We created an investment plan tailored to her new lifestyle goals, providing her with financial confidence in her next chapter.
A New Chapter, A Renewed Life
With the sale of her business complete, Sheryl found herself with something invaluable—time. Time to care for her mother, time to be present for her grandchildren, and time to rekindle relationships that had taken a backseat while she was busy running her company.
“Thank goodness I found you,” Sheryl says. “Anytime I need something, I know who to call!”
Sheryl is now enjoying personal pursuits, secure in her financial future and relieved that her business transition was handled with care and expertise. She is ecstatic about this new phase in her life.
Are You Ready for Your Next Chapter?
If you’re a business owner wondering what’s next, we can help you evaluate your preparedness and identify key areas to focus on for a smooth transition. Take the first step toward your successful exit today!
Your future starts with a plan—let’s create it together.
Disclaimer: The information provided in this blog post is for general informational purposes only and should not be construed as financial or legal advice. Please consult with a qualified professional for advice regarding your specific situation.
DISCLOSURE: Client stories included in this blog reflect hypothetical client situations that represent those commonly encountered by AIWM representatives.
