Business Sale Planning

The sale of a business or retirement requires specialized financial planning. First Foundation Advisors works with business owners and other family members to fully understand the opportunities, challenges, expectations and responsibilities of life after sale or retirement.

Specifically, we focus on:

• Pre- and post-sale tax planning
  We can help you preparing for the sale of a major asset, including the family business. We review strategies to minimize the tax costs, as well as the post-sale control and your enjoyment of the proceeds.
• Liquidity planning
  We also work with you to prepare emotionally and financially for managing the new-found liquidity.
• Risk management
  When you're no longer actively generating wealth, but more focused on passive wealth creation and preservation, your level of acceptable financial and investment risk may change. First Foundation Advisors can help ensure that all your family's wealth is integrated into a solid wealth preservation strategy.
• Exploring new options
  With the time and resources now available, you may want to explore new horizons, from lowering your golf handicap to traveling, to starting up a new business. For decades we have worked with groups such as the Young Presidents Organization, World Presidents Organization, Vistage International and TIGER 21 to help individuals uncover new options.