Developing a comprehensive picture of your business

You understand all too well the effort that goes into creating a successful business. It is no surprise that a successful transition – whether it be selling all or part of your business or passing it on to an heir – requires substantial work as well.

During this significant emotional and financial event, it’s imperative to have someone by your side carefully reviewing the deal and keeping your best interests in mind as you cede control of something you’ve tended to for years. You’ll also need to factor in how the proceeds will fit into your overall financial and retirement income plan – in the most tax-efficient way possible.

We can work with you to properly value your business, create a succession plan designed to maximize its financial potential, and address the details essential to all parties concerned. Alongside other professionals such as your tax professional and attorney, we work to develop a comprehensive picture – legal, structural, operational and financial – of your business. Together, we ensure your interests are well represented as you transition out of your business and move on to the next stage of your life.

  • Regardless of how you are passing on the business, you may need at least two to three years to fully prepare your business for new leadership if you are not planning to continue in a leadership role. We understand that there are many moving parts to a business deal and can provide you with guidance to ensure things go as smoothly and profitably as possible.
  • Whether you’ve decided it’s time for a full or partial sale or are merely starting the search for the successor of your business, we help you take the steps necessary to determine who you would feel comfortable taking on the business.
  • We understand that financing details are crucial when it’s time to transition out of your business, particularly if you’re looking for the proceeds to provide added cash flow in retirement. When it’s time, we work with you, the buyer and your team to reach a deal everyone can agree on.

related resources

Consider the benefits of an uncomplicated, tax-savvy way to give back.
Read
Business Ownership
How to determine if this retirement vehicle makes sense for you.
Read
Business Ownership
75% of executives say mentoring has been critical to their career development.
Read
Business Ownership
From innovation and competitiveness to streamlining productivity.
Read
Business Ownership
Learn more about how to strike the right balance with your business’s cash management.
Read
Business Ownership
Help improve your bottom line with these tax mitigation strategies.
Read
Business Ownership

Add common financial sense to your life


Form CRS | CFS Mobile Application Privacy Policy

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

CFS Investment Advisory Services LLC is a Registered Investment Advisor ("RIA"), located in the State of New Jersey. CFS is registered with the SEC. CFS Investment Advisory Services provides investment advisory and related services for clients nationally. CFS Investment Advisory Services will maintain all applicable registration and licenses as required by the various states in which CFS Investment Advisory Services conducts business, as applicable. CFS Investment Advisory Services renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.