When you're thinking about what comes next with your business, questions pile up fast. How much do you actually need to retire? What's the difference between selling assets and selling stock? Our articles walk through the decisions ahead: earnout structures, family dynamics, tax timing, and what to ask an advisor before you move forward.
· Reading time: 10 min
Selling a Business to Fund Retirement: How Much Is Enough?
Selling a business to fund retirement requires testing net proceeds against actual spending. EP Wealth Advisors shows how to run the numbers.
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Asset Sale vs Stock Sale: What EP Wealth Advisors Shows Sellers
Comparing an asset sale vs stock sale, EP Wealth Advisors reveals how equipment recapture affects your net proceeds and your family legacy.
Read the article →· Reading time: 11 min
Passing a Business to Children: Six Mistakes That Split Families
Passing a business to children requires balancing equity, cash flow, and control. Avoid six painful mistakes with guidance from EP Wealth Advisors.
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The EP Wealth Advisors Checklist Before Selling a Business
Use the EP Wealth Advisors checklist before selling a business to prepare your books, family estate plan, and taxes across a three-year timeline.
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What Is an Earnout, and How Much of the Price Should Ride on It: An EP Wealth Advisors Walkthrough
Learn what is an earnout in a business sale with EP Wealth Advisors, including how to protect family plans and how much of your price should ride on it.
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Financial Advisor for Selling a Business: Questions to Ask First
Hiring a financial advisor for selling a business? EP Wealth Advisors explains questions to ask about fees, deal timing, and family care before signing a letter of intent.
Read the article →· Reading time: 12 min
What Happens to a Business If the Owner Dies: The 30-Day Cash Plan
Learn what happens to a business if the owner dies, from bank access to buy-sell funding, with practical cash runway math from EP Wealth Advisors. Plan ahead.
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