Selling your business is only part of the transition — learn how early planning can help you plan for what you've built and prepare you for what comes next. Whether you plan to sell in the next year or simply want to better understand your options, preparing early can help you make more informed decisions about income, taxes, investment strategy, and long-term financial security.
Our Business Owner Exit Readiness Scorecard helps you evaluate key areas including:
- Post-sale income planning
- Investment strategy
- Tax considerations
- Business value and timing
- Family and estate planning
- Long-term financial readiness
For owners who want to take a deeper look, we’ve created a more comprehensive checklist outlining 10 important financial and planning questions to consider before selling a business. Topics include:
- Income planning after the sale of your business
- Managing concentrated wealth
- Tax-aware planning strategies
- Coordinating advisors effectively
- Preparing for life after ownership
- Family and legacy considerations
Fill out the form below to request a copy of the Readiness Checklist.
Janney Montgomery Scott LLC, its affiliates, and its employees are not in the business of providing tax, regulatory, accounting, or legal advice. Clients should consult their own tax, legal, and accounting advisors regarding their specific circumstances.
