A seamless transition
Well before it's time to transition your business, our planning team will work with you to explore the most effective exit strategy. Whether you plan to sell the business outright to a third party, sell to business partners, or transition to family members, we'll work with your investment banker to ensure that you are well prepared. And that your personal wealth plan post-sale is a critical part of the process.
Post-sale planning considerations:
- Determine cash flow needs
- Implement short-term investment strategies
- Develop long-term investment policy statement and construct portfolio
- Revisit estate planning documents
Find out how Wilmington Trust can help make the transition of your business as seamless and stress-free as possible.