Transition and Exit Planning Services
You’ve led a successful business, and you know it has value. When it’s time to move on, consider all your options and plan ahead for a successful exit. We’ll walk you through the steps.
How We Help You Get the Most from Your Business Investment
Deciding to leave the family business you’ve helmed might be one of the most difficult and emotional decisions of your life. Just like it took a team of talented people to make your professional dreams a success, it takes a team of talented consultants to make your exit a success. Rothschild Wealth Partners advisors will gather and coach that team to meet the goals you set for yourself, your family, and your company.
Understand Your Options
Whether you want to leave the business to a family member or employees, or are entertaining a private sale or IPO, we’ll model how the options could impact your estate and timeline.
Prepare the Company
We’ll work with tax accountants, business advisors, and valuation experts to structure a deal with the most benefits.
Maximize the Return
Once you’ve monetized the value of your company, we’ll put that money to work toward new goals and a continuing legacy with a revised financial plan.
How Does It Start? By Making Sense of Your Money.
When do you want to retire? How much will you need for your lifestyle? What can you do to support your family? How do you build your legacy?
Our process starts by understanding what your money is, and what your goals are. From there we can start to plan.
Stay Calm During the Transition
Best case scenario, you have plenty of time to plan your exit. But sometimes that’s not the case. Either way, your Rothschild team will manage the complexities such as business valuation, capital gains tax strategies, stock options, liquidity, preparing family members, and more. We’ll customize your strategy for a smooth exit.
Carry On Following Your Exit
After the deal, what will the first day of your next chapter look like? Will you reinvest in a new venture, stay busy with consulting or charity work, or relax in a life of leisure? Whatever you envision, we’ll help you update your financial plan, reallocate your investments, set up family and charitable trusts, find insurance solutions, and cheer you on toward achieving your next goals.
Exit Strategies for Family Business Leaders Across the Nation
As a business leader, your life’s work is too precious to leave to chance. Rothschild Wealth Partners guides individuals and families through business transitions with careful succession planning focused on their needs. Find out how we could work with you today.
