
Owners of closely-held businesses rely on Taylor, Wainio & Neville,
P.A. to assist them with planning for transitioning out of their
companies. We have identified five steps in this process:
1. Financial Planning for the business owner to determine
what the owner needs to maintain his/her life style after leaving
the business.
2. Business Valuation to determine if the value meets
the current/prospective owner’s expectations.
3. Preparing the Business for Sale by shoring up the business
in weak areas identified in the valuation process, to obtain
the best possible sale price.
4. Negotiating the Terms of Sale to obtain the best price
and most efficient tax consequences from the sale.
5. Investing the Sale Proceeds in financial products or
other business interests.
Taylor, Wainio & Neville, P.A. is experienced and well-qualified
to assist in any or all of the steps in transition planning.
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