At FAS, we recognize that the success of your business extends far beyond the present—it’s about crafting a lasting legacy and securing your financial future. As a business owner, the inevitable transition from leadership demands meticulous planning, and we stand ready to facilitate a smooth succession and exit process. We collaborate with your existing team of attorneys and accountants, or connect you with trusted experts, providing guidance to create an effective plan that prepares both you for the future. 

Our Services:

Gather your team 

Identify a comprehensive team to assist in making informed decisions for your business and personal finances. This may include an estate attorney, corporate attorney, investment banker, accountant, a business valuation expert and your FAS Advisor. 

Tax and Estate Planning Strategies 

We collaborate with your CPA and attorney to minimize tax implications, identify capital gains tax strategies and estate planning techniques that contribute to a successful exit. 

Negotiation Support 

Engaging in negotiations demands a nuanced approach. We provide guidance and support throughout the negotiation process, ensuring your interests are well-represented. 

Comprehensive Wealth Management 

The importance of a financial advisor in evaluating both pre and post-sale aspects of a business cannot be overstated for an owner gearing up for a sale or one who has recently sold their business.  

Before the sale, we help evaluate your personal financials, analyzing your personal balance sheet, cash flow needs, and more to create a realistic post-exit plan that aligns with your unique goals.  

Post-sale, as your business has created new wealth for you and your family, it has most likely added complexity to your personal financial life. We can help you oversee those details, by creating a holistic wealth plan that aligns with your financial aspirations. This may involve reinvesting proceeds, managing liquidity needs, creating cash flow strategies, implementing wealth transfer and legacy planning strategies, planning for retirement or exploring new opportunities. A seasoned Advisor guides you through this transformative journey, offering strategic insights, navigating complexities, and ensuring a seamless transition into the next chapter of your life. 

Whether you’re passing your business to family, selling to existing management, or engaging with a third party, the success of your exit hinges on meticulous planning, and we’re committed to being your dedicated partner throughout the process.