Selling your founder-led or family business is more than just a financial transaction – it’s a significant life transition. It means letting go of something you or your family built from the ground up that has been an essential source of purpose, pride and identity.
While many business owners seek out a valuation specialist or investment banker at the start of the sales process, most don’t realize the advantages of involving a wealth manager in these early stages. They believe you call a firm like Altair once the sale has happened and you have money to invest.
We’ve created this resource to outline how we assist clients before and within a sales process to capture planning and asset structuring opportunities that may no longer be available once the deal closes. Altair has helped many clients through the sale process and we do so as a third-party working in your best interest.
We hope this concise guide illustrates the value of our experience and perspective, and that it encourages business owners to engage with us long before decisions on asset allocation of the sale proceeds are needed. We break down the sale process into before, during and after, and we offer specific examples of how Altair professionals have provided value for clients at each of these stages.