Sara's story and the questions she faced may feel familiar. Selling a business is a momentous decision, and it's a different ballgame from running a company. How do you value the business? What about taxes? Can you find the right new ownership which will care for the employees and community the same way? Uphold your values? And what will you do next? How do you invest for future generations? Who do you need on your team before, during and after the transaction?
That's where The Colony Group comes in. We help facilitate a team of experts — attorneys, accountants, investment bankers, wealth managers, insurance providers and other advisors — who can help make the sale, and life after it, a success.
We're there when it counts, helping Sara and people like her forge a new path, understand their new purpose, and build and protect wealth for generations.