Client story
58, selling the company, one chance to get it right.
Before · 88With a plan · 100+
5075100
Kept $640k more of the saleThe three moves
- ✓Sale spread over two tax years
- ✓Proceeds split into three buckets
- ✓Family trust for the next generation
“We sold once. Having a plan before the term sheet was worth more than the sale price.”
Two founders selling a 30-year-old company.
Where they started
A buyer, a term sheet and no idea what would be left after tax.
What we changed
- The sale structured over two tax years
- Proceeds split into spend, grow and give buckets
- A family trust for the next generation
The result
$640,000 more kept from the sale — and a retirement that starts the day after closing.