Trost Financial lgog
Trost Financial lgog
Trost Financial lgog
Business Succession Planning2022-11-07T22:03:12+00:00

Business Succession Planning

Business Succession Planning

Looking to transition your business to the next phase?

Trost Financial can help you through the process. We specialize in helping business owners with strategies aimed at growing their business and creating a comfortable retirement.
Get started by booking a meeting with our team.

Looking to transition your business to the next phase?

Trost Financial can help you through the process. We specialize in helping business owners with strategies aimed at growing their business and creating a comfortable retirement.
Get started by booking a meeting with our team.

Making the decision to sell your own business is one of the most important decisions you’ll ever make.

According to the Exit Planning Institute’s State of Owner Readiness Survey, however, only 49% of owners have done no succession planning at all.

Trost Financial helps business owners navigate the financial complexities of business ownership through to retirement. Our team is here to assist you throughout each step of the succession process. We work in tandem with your attorneys, accountants, and other representatives to ensure that you transition seamlessly across our five essential steps of business succession planning.

Planning Process

Readiness
Assessment

Are you ready to exit – personally, financially, professionally?

Succession
Financials

Do you have your
financials & documents
organized to maximize
valuation.

Exit Option
Analysis

Have you determined the optimal structure for your desired exit?

Negotiation

Are you sufficiently
prepared for the
negotiation process?

Business
Transition

Are you sufficiently
prepared for the
negotiation process?

Making the decision to sell your own business is one of the most important decisions you’ll ever make.

According to the Exit Planning Institute’s State of Owner Readiness Survey, however, only 49% of owners have done no succession planning at all.

Trost Financial helps business owners navigate the financial complexities of business ownership through to retirement. Our team is here to assist you throughout each step of the succession process. We work in tandem with your attorneys, accountants, and other representatives to ensure that you transition seamlessly across our five essential steps of business succession planning.

Planning Process

Readiness
Assessment

Are you ready to exit –
personally, financially,
professionally?

Succession
Financials

Do you have your financials &
documents organized to
maximize valuation.

Exit Option
Analysis

Have you determined the optimal
structure for your desired exit?

Negotiation

Are you sufficiently prepared
for the negotiation process?

Business
Transition

Are you prepared to execute upon
the post-closing commitments?

Trost Financial helps you answer common
questions related to your business.

How can I align goals with the person I’m transitioning my business to?

When is the best time to sell?

Who will take over my business?

Questions?

What are the taxable consequences of selling the business?

What will my role be within the business after it’s sold, if any?

Where can I look to find acquisition experts in the tax and legal field?

Trost Financial helps you answer common
questions related to your business.

How can I align goals with the person I’m transitioning my business to?

When is the best time to sell?

Who will take over my business?

Questions?

What are the taxable consequences of selling the business?

What will my role be within the business after it’s sold, if any?

Where can I look to find acquisition experts in the tax and legal field?

We help business owners with…

  • Buy/sell agreement
  • Key man insurance
  • Liquidity event
  • Tax planning and minimization strategies

We help business owners with…

  • Buy/sell agreement
  • Key man insurance
  • Liquidity event
  • Tax planning and minimization strategies

Book a Meeting with Our Team

Our Business Growth Consultants are ready to speak with you! Email or call today:

Contact Us

Book a Meeting with Our Team

Our Business Growth Consultants are ready to speak with you! Email or call today:

Contact Us

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