Help for the Business Owner Who is Selling a Business

Selling your business can be a very stressful event. As an entrepreneur, you have started, nurtured and developed your business and now it’s time to reap the benefits of your hard work.

The fee-only CFP® professionals at CCMI have worked for years with many business owners helping them plan for the sale of their business. We offer answers to the important questions a business owner should ask:

  • How much do I need after-tax from the sale of my business to be financially independent?
  • How does the sale of my business affect my personal cash flow and other parts of my financial life?
  • How should the sale be structured?
  • What do I do with the proceeds from selling the business?
  • What will become of my family’s life and my life after the business is sold?

We offer a variety of strategies for selling your business. We can provide in-depth education, research and management ideas that meet your needs as you seek to sell your business (es) to larger entities, to an ESOP, a key employee or to exit the industry. In addition to being highly experienced in portfolio management and financial planning, we offer business counseling and other consultative strategies to help you assess your needs and your current position and help develop the next steps toward the successful sale of your business.

Financial planning for your future

The fee-only CFP® professionals at San Diego-based CCMI can assist in creating a customized plan for you and which integrates and reflects appropriate exit strategies for your business. Through our detailed analysis, allocation of assets and proper facilitation, we can offer solutions that will work to your benefit for continued wealth building, pre-and post sale.

Creating a plan to sell your business

Financial Planning for Selling a BusinessThe fee-only CFP® professionals on the CCMI team offer guidance and support. Integrating your business and personal financial life in a detailed financial plan can make a difference in your longer-term financial independence. Carefully weighing your goals and progress at each step is crucial in ensuring you have the right components in place and are properly prepared for life after your business. It is sometimes difficult to find a financial planner who understands the challenges every business owner has. The CFP® professionals on the CCMI team do not work on commission, nor do we utilize third parties who sell you something. Below is a partial list of our fee-only services for business owners:

  • Business counseling
  • Strategizing and planning for liquidity events
  • Customized financial planning
  • Asset allocation
  • Risk management review of insurance coverage
  • Guidance during the sale of an enterprise

Helping design a financial plan at CCMI, the fee-only CFP® professionals understand how the right decisions can impact your future. We’ve been around for over 40 years in the San Diego area, assisting business owners to solidify their financial futures and prepare their enterprise for the appropriate exit strategy.

Please contact us to see how we can help you make your vision for a successful exit from your business a reality. Making a concerted effort to just start the process is the first step. Now that you’ve made the decision, please call our office at (619) 298-3993 to schedule a complimentary appointment to discuss how we can add value to your business and personal financial life!

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8880 Rio San Diego Drive Suite 1150, San Diego, CA 92108 (Map)
Phone: (619) 298-3993   Toll Free: (800) 615-6666   Fax: (619) 298-1976