After a Business Sale
Before the sale, the business had a finance team. Afterwards, the proceeds and the companies left behind need the same care, and often no one is giving it.
What Changes After a Sale
Proceeds and Cash Needs
We work out what the family will draw on, what to hold back for tax, and where each amount sits.
Tax in the Years That Follow
We plan when and how money comes out of the companies holding the proceeds, before each year end.
Earn-Outs and Holdbacks
We track each payment against the purchase agreement, so you know what is still owed and when.
Remaining Companies
The companies that were not sold still have filings, bank accounts and insurance, and each needs a plan.
New Commitments
Funds, property or businesses bought since the sale go into the same reporting as everything else.
How We Help
We set the plan for life after the sale and report against it every year.
Tax Planning
We plan the holding-company tax, elections and instalments, with every date on one calendar.
Fractional CFO
We set a budget and cash plan for the family and each holding company.
Investment Administration
We match each capital call to the company that signed for it.
Consolidated Reporting
You see the proceeds, companies and commitments in one report.
You and your investment advisor decide how the proceeds are invested.
Plan the Years Ahead
The first year after a sale shapes the next ten. It is the right time to talk.