Are you ready to take the next step?

Sudden Wealth

Are you ready to take the next step?

As a business owner, you have several options to create liquidity:

• You can transfer your business to your children (or other family members)

• You can look for a strategic buyer

• You can sell ownership to your employees through an employee stock ownership plan

• You can merge with another company

Each of these options poses unique benefits and challenges. We can help you navigate this process unlike an investment banker, business broker, CPA, or M&A attorney (mergers and acquisitions). Are these professionals necessary? Yes, you will surely need tax and legal advice, but before you negotiate the deal and structure the taxes, it makes sense to determine if the deal you are fighting for is even the deal you want. Vermillion provides not just financial advice, but we can first help you determine whether or not this is the best deal for you – emotionally, and with your ultimate financial goals in mind.

There are less than 1,000 companies that employ more than 10,000 employees in the U.S.

For many of our business owner clients, their businesses are not only their largest asset, but it is the one thing of which they are the most proud. The business often doesn’t simply represent a job or a paycheck, but a deep history and personal legacy. When it comes time to consider transitioning to a younger generation, there can be a many difficult decisions. If there isn’t anyone to take over, a sale may be the best remaining option.

Since 1990, as big businesses eliminated 4 million jobs, small businesses have added 8 million new jobs.

Vermillion Financial Advisors work with many business owners to make sure they are ready to sell, and if so, that owners get the most value from what they’ve created. We work closely with their legal and tax team to construct a deal that makes sense, while at the same time helps the business owner transition into a new stage of life.

Small businesses provide 55% of all jobs and 66% of all net new jobs since the 1970′s.

We not only provide financial advice, we help you determine the best options for your unique situation. In doing so, we help you consider any issues other than financial – but just as important. Your emotions and ultimate goals are essential factors. Once the business is sold, we make sure you have a plan in place to provide for your needs and desires, and to protect your new liquid assets.

If you are in the process of selling your business, or you have already sold and still have questions, contact us today to schedule an initial consultation. We will be happy to discuss the many ways we can assist you and your family with plans for achieving your long-term financial goals.


Talk to a Vermillion Advisor today, discuss your financial planning objectives!

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