Partnering with the Right Experts Makes All the Difference
Selling your business isn’t something you do on a whim—at least, not if you want to make the most of it. The most successful transitions don’t happen overnight. They’re the result of thoughtful, strategic planning that begins years before a sale ever takes place.
Why start early? Because early preparation opens doors to tax savings, charitable opportunities, legacy planning, and stronger financial clarity. With the right plan in place, you could:
- Minimize or even eliminate estate tax obligations
- Reduce capital gains exposure
- Structure charitable giving strategies ahead of the sale
- Transfer assets to future generations more effectively
- Build a family wealth strategy prior to transition
- Consider if a family office is the right structure to manage generational wealth.
This guide walks through key considerations every business owner should think about before putting their company on the market. Whether your sale is two years—or ten years—down the road, these questions will help you lay the groundwork for a smarter, more fulfilling exit.
Download the guide and begin preparing today—because the right time to plan is now.
NOTE: IMPORTANT INFORMATION
Comerica Trust is a unit of Comerica Wealth Management which consists of various divisions and affiliates of Comerica Incorporated, including Comerica Bank, Comerica Bank & Trust, N.A. and Comerica Insurance Services, Inc. and its affiliated insurance agencies. Strategic alliance organizations of Comerica Bank & Trust, N.A. are neither subsidiaries nor affiliates of Comerica Incorporated or Comerica Bank & Trust, N.A. Securities and other non-deposit investment products are not insured by the FDIC; are not deposits or other obligations of or guaranteed by Comerica Bank or any of its affiliates; and are subject to investment risks, including possible loss of principal invested. Comerica and its affiliates do not provide tax or legal advice. Please consult with your tax and legal advisors regarding your specific situation.
This is not a complete analysis of every material fact regarding any company, industry or security. The information and materials herein have been obtained from sources we consider to be reliable, but Comerica Wealth Management does not warrant, or guarantee, its completeness or accuracy. Materials prepared by Comerica Wealth Management personnel are based on public information. Facts and views presented in this material have not been reviewed by, and may not reflect information known to, professionals in other business areas of Comerica Wealth Management, including investment banking personnel.
The views expressed are those of the author at the time of writing and are subject to change without notice. We do not assume any liability for losses that may result from the reliance by any person upon any such information or opinions. This material has been distributed for general educational/informational purposes only and should not be considered as investment advice or a recommendation for any particular security, strategy or investment product, or as personalized investment advice.