Overcoming Post- Transaction Complexities 

More than 70% of business owners polled state that they feel their current wealth advisor and wealth plan ARE NOT adequate for the proceeds from the transaction. Often the, "Don't put all your eggs in one basket" ideology is used causing multiple portfolios, with multiple advisors and no real guidance or oversight. BXO introduces you to experienced advisors that will assist you with evaluating your wealth management needs. These advisors will also provide a step-by-step action plan for transitioning assets from the transaction, as well as, creating an oversight strategy for all of your investment needs. 

What happens when the transaction is completed and the conference room is empty?

Implement A Successful Post Transaction Plan

KEY COMPONENTS OF POST-TRANSACTION MANAGEMENT

Critical Factors of Post-Transaction Plan:

  • Assets

  • Taxes

  • Protection

  • Next Generation

  • Control

  • Family Needs

How are you going to protect your net proceeds while struggling with the complexities and challenges after your transaction?
Take The First Step

WHAT DOES SELLER'S REMORSE LOOK LIKE ON PAPER?

WHY BUSINESS OWNERS HAVE SELLER'S REMORSE:

  • Not properly prepared for the transaction

  • The owner does not have a personal plan for after the sale

  • Overwhelmed post-transaction 

Have you thought about after the transaction?
The The First Step

WHAT DO BUSINESS OWNERS THINK ABOUT BXO?

John W.

As a business owner, Brett Dearing is a great guy to have in your corner. He is very knowledgeable about the M&A process and what drives value in a business. Brett is a superb choice of advisor.

Jack A.

BXO helped prepare us for the sale and caused a better outcome at sale.The sales process is very difficult and you need someone that is going to help you through the process from start to finish.

Richard L.

BXO is a great resource for a business owner thinking about selling. Brett and the BXO team brings a unique combination of exit, financial and estate planing with an innate understanding of how business owners think.