Business Owners Focus
Our Insights
Maximizing liquidity, minimizing taxes, aligning personal wealth planning with pre-liquidity planning, William Blair Insights offer multiple perspectives.
Understanding Business Sale and Dividend Recap Process
William Blair is here to guide owners of family or other closely held businesses through the big decisions, such as evaluating liquidity options as you consider next steps. We know that for business owners, the stakes are high—from both a financial and an emotional standpoint—so trusted expertise is essential as you take the next steps.
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How Personal Wealth Planning Aligns with the Business Sale Process
If you as a business owner are going through the process of selling your business or completing a dividend recapitalization, your advisor will have experience guiding you through the process of developing a plan for managing the liquidity generated.
Turning Your Wealth Into Enduring Legacy
At William Blair, we recognize the importance of business owners working with their wealth advisors to turn all that hard work into an enduring financial legacy. Assembling a coordinated team of advisors is essential to achieving a coordinated approach to planning. There are many vehicles and methods that business owners can use to maximize impact, and each approach carries a unique set of advantages and disadvantages to consider.
Considerations for Every Entrepreneur
Having guided many startup entrepreneurs and executives through liquidity events, both from investment banking and wealth management perspectives, William Blair can help you identify the most important questions to ask to determine if you are truly ready for a liquidity event. There are many different personal and financial considerations to keep in mind, and we are here to help you get started.
