I’ve recently sold my business

Three priorities

Keep the first conversation focused.

• Understand restrictions, taxes and remaining obligations.
• Set a household cash and spending framework.
• Revisit the purpose of your wealth and family arrangements.

1. 01

   After the sale: give the next chapter a plan

   Selling a business changes how your wealth works. A company that once supplied income and daily purpose may become cash, investments and future payments. The first task is to understand what you actually own and owe, then build a measured plan for spending, investing and the life you want next.

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2. 02

   Build wealth outside your business

   Your company may provide income, opportunity and a large part of your net worth at the same time. Building wealth outside it creates another source of financial flexibility. The starting point is deciding which money the business needs, which money the family may need soon and which money can serve longer-term goals.

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3. 03

   Estate planning for business owners

   An owner's estate plan needs to explain more than who inherits. It should connect the people who can act, the business interests that may transfer, the cash needed during a transition and the family's expectations. Legal documents, ownership agreements and account records need to tell a compatible story.

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