WHAT YOU NEED TO KNOW

PLAN EARLY!!

You have spent countless hours and many sleepless nights creating the American dream.  This business you established many years ago symbolizes years of hard work and dedication.  It has provided you with a prosperous lifestyle while continuing to accumulate value.  You are one of 12 million privately held business owners in existence today.

Privately held businesses typically are:

• The largest asset that an owner or family will possess

• The primary source of income for an owner or family

• Vehicles for paying bills

•  Mechanisms for accumulation of wealth

•  Sources of pride and legacy

•  The least liquid and most volatile investments

 Eventually, the time will come when you, as a business owner, will need to decide “What do I want to do with my business?”  “Do I need to tap into the wealth of the business in order to provide for a comfortable retirement, or should I pass the business on to family members?” “How will I protect my family in the meantime?”

 Early planning is a must!  A successful exit strategy should be viewed as a process rather than a transaction.  It will require constant monitoring and evaluation.  Therefore, timing is an essential component to an effective exit strategy.  It affords the ability to make modifications to the plan as may be required to meet the demands of life altering events or to adhere to the constantly changing tax regulations.

 At Private Equity Transitions, LLC, we help the business owner understand the options that are available and customize a strategic plan for exiting the business.  We provide a detailed plan that considers not only the tax and financial aspects of the transition but also the ultimate financial and emotional goals of the business owner.

For more information about what you need to know

Please contact us at (860) 756-0929 or email Joe at jbazzano@petransitions.com