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Exit Move to Personal Capital Planning | Wilmington Trust: Wealth Advisory: Business Owners: Personal Capital Planning
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Personal Capital Planning

Personal Capital Planning

When it's time to execute your exit strategy from your business, whether you keep it in the family or sell, you need to align your personal finances to support your lifestyle and provide for your heirs in the future. Discover how Wilmington Trust can help you effectively transition your business capital to personal capital through a variety of strategies.
Personal Capital

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.





Bruce Hoffmeister
Bruce Hoffmeister
Wealth Strategist
John Lindak
John Lindak
Manager, Business Valuation Services
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Wilmington Trust is a registered service mark, used in connection with various fiduciary and non-fiduciary services, including trustee, custodial, agency, investment management, and other services, offered to trust, individual, and institutional clients by certain subsidiaries and affiliates of Wilmington Trust Corporation. Such subsidiaries and affiliates include, but are not limited to, Manufacturers & Traders Trust Company (M&T Bank), Wilmington Trust Company (operating in Delaware only), Wilmington Trust, N.A., Wilmington Trust Investment Advisors, Inc. (WTIA), Wilmington Funds Management Corporation (WFMC), and Wilmington Trust Investment Management, LLC (WTIM). Wilmington Trust Corporation is a wholly-owned subsidiary of M&T Bank Corporation.

International corporate and institutional services are offered through Wilmington Trust Corporation's international affiliates.

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WTIA, WFMC, and WTIM are investment advisers registered with the Securities and Exchange Commission (SEC). Registration with the SEC does not imply any level of skill or training. Additional Information about WTIA, WFMC, and WTIM is also available on the SEC's website at adviserinfo.sec.gov.

Brokerage services and insurance products are offered by M&T Securities, Inc. (member FINRA/SIPC), not by M&T Bank, Wilmington Trust Company, or Wilmington Trust, N.A.

Private Banking is the marketing name for an offering of M&T Bank deposit and loan products and services.

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