The Good Exit

How company owners sell their business without regrets.

Authored by the Merrill Center for Family Wealth™


So often, there is a focus on starting a new business. But what about when it’s time to move on from something you worked so intensely to create? If you or someone you know owns a business, please read our whitepaper The good exit: How company owners sell their business without regrets. This piece uses an illustrative scenario to discuss the presale, sale and post-sale phases of selling a business, including important considerations such as business preparation, legal and accounting audits, assembling a team and dealing with personal finances and planning. We also briefly cover five common reasons why people sell their business, and their corresponding timelines and key needs.

Selling a business is a process that can sometimes be laborious and stressful, but with support from friends, family and professionals like your attorney and Private Wealth Advisor, you can make a graceful exit and move on to pursuing other dreams and goals.

Please connect with your Merrill Private Wealth Advisor to leverage the insights and resources from the Merrill Center for Family Wealth™.

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