Solutions in action
Business succession
| Selling your business |
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Situation The owner of a privately held industrial business required a financial team to oversee a sale of the business and manage the resulting liquid wealth. |
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Outcome We conducted a full-scale analysis of the seller's finances, working with their external advisors, to develop a comprehensive succession plan. The company was sold to a third party and our client has entrusted our team to manage the liquid assets. |
Tailored credit
| Limiting liquid assets |
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Situation The owner of a closely held business sold to a Fortune 500 company and was looking for expedited payments from the buyer to free up capital for a real estate construction project. |
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Outcome We underwrote the buyer’s credit worthiness and ultimately extended credit annually over three years to complete the purchase. |
Financial planning
| Protecting increased assets |
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Situation A father and son sold their closely held business but had not considered the impact to their overall estate plan. |
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Outcome We created an investment strategy that integrated estate planning and funded family trusts, which mitigated the family’s tax liability. |