Bernstein Report - The Art Before the Deal: Maximizing Personal Wealth When Selling a Business

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by Bernstein Wealth Management Research Reports

Selling a privately held business may be the most important financial event in an owner’s life. Identifying personal goals in advance can help maximize the deal’s value. Critical issues include:

  • The impact of key deal terms on the owner’s wealth; the highest offer may not be the best
  • How estate planning prior to the sale can enhance the value created
  • Quantifying spending needs so that plans can be implemented to meet other financial goals
  • The financial-planning implications of liquidity strategies other than a full sale

Learn more about maximizing potential when selling your business by downloading this document.