Transferring Businesses Efficiently and Effectively

Transferring a business to another party can be a daunting and cumbersome task. How much is my business worth? What are the tax ramifications of a sale? What is my liability? Can I afford to sell this business? Is there a buyer for my business? What is my exit strategy? These are just a few questions that begin to cover the complexity that is transferring a business. Trinity Portfolio Advisors is here to help answer these questions and implement certain strategies to protect the seller throughout the business succession process.

Whether selling all or part of your company to an outside party, your employees, or even family, completing a sale and assigning ownership can be incredibly complicated. Trinity utilizes years of experience and expertise to assist business owners all along the process. We advise, design, and assist in the implementation across a variety of potential issues and strategies, including:

• Business Valuations

• Marketability

• Efficient Transference of Ownership

• Family Business Succession Strategies

• Tax Strategies

• Asset Protection and Liability Issues

• Partnership Agreements

• Buy/Sell Agreements

• Gifting Strategies

• Retirement Planning