2/13 Strategic Partners

Creating an Ideal Outcome

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In this episode, Greg Sarian, CEO and founder of Sarian Strategic Partners, Tony Parisi, Managing Director at Strategic Exit Advisors, Kevin Wager, Sr. Financial Advisor at Sarian Strategic Partners, and Morgan Buswell, Communications Director of Sarian Strategic Partners, share key planning ideas and strategies for selling a company. They talk about understanding how a buyer will value your business and view risk as well as how to prepare your company for an optimal transaction. They also discuss how business owners should consider priorities related to employees and company culture/value fit, and the fundamentals of the deal. Listen for key pre-transaction financial planning strategies to maximize your equity  and income tax planning considerations to reduce your tax burden.

 

“Our clients' goals are kind of the North Star for the process.” -Tony Parisi [20:11]

 

“I think it’s really key too to understand the nature of your equity.” -Greg Sarian [22:38]

 

“There’s a lot of different strategies that people can implement to, again, maximize their outcome.” -Kevin Wager [34:19]

 

What You Will Learn:

  • [03:05] Why an owner would decide to sell their company
  • [09:01] Where they see the most challenges
  • [11:44] Putting a team in place
  • [14:17] Creating value vs providing value 
  • [17:56] Finding the buyers
  • [21:37] What pre-transaction planning strategies to consider
  • [24:27] What to consider from a tax strategy perspective
  • [30:55] Grantor retained annuity trust and spousal lifetime access trust
  • [32:18] What executives who works for a public company should consider
  • [35:18] What happens post-transaction
  • [41:45] Two tax avoidance with the donor advised fund

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    Resources:

    Visit our website: sarian.hightoweradvisors.com

    Email us: [email protected]

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    2/13 Strategic PartnersBy sarianstrategicpartners
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