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Who we serve / Business Owner
Matt (51)
Matt has run a successful business for years. He's enjoyed watching it grow and is thinking about selling it to travel and spend more time with his children and friends.
Their main concerns
- Mitigating a large capital gains tax bill from the sale of the business
- Turning the sale proceeds into an investment portfolio with a synthetic "paycheck" to live a comfortable life
- Keeping his family's legacy alive through giving to charities in an efficient, simple manner
What we did
Tax Planning
- Implemented an investment portfolio designed for market performance while reducing capital gains taxes
- Structured the new portfolio tax-efficiently
- Set up a giving strategy that let Matt give more while charities received more
Retirement Planning
- Provided confidence in the lifestyle he could live after selling the business
- Pre-sale, talked through strategies for a retirement built on peace of mind and time saved
Estate Planning
- Created and implemented gifting strategies to tax-efficiently give to favorite charities now and upon death
- Talked through business succession planning and how to structure the transfer of the business, whether he sells it or passes it on
Investment Management
- Built a plan for investing the business sale proceeds to generate income, preserve wealth, and manage risk over time
- Aligned the investment portfolio with Matt's comfort level after the sale
The result
Matt now has a retirement plan whether he continues to own and operate the business or decides to sell. In both scenarios, he has confidence that the wealth he built through blood, sweat, and tears is preserved, and his impact continues for future generations.
ⓘ Hypothetical illustration for educational purposes — not an actual client.