Step 01
Structuring
Entity structure, owner compensation, gifting, estate, and charitable considerations, reviewed with your CPA team and attorney well ahead of a sale.
Exit Planning
Exit planning that starts well before the sale.
Many of the decisions that shape an after-tax outcome are made before a closing, not during the negotiation. Cooper Norman Wealth helps you coordinate the pre-sale, sale-year, and post-sale decisions with your CPA team and attorney.
Why Start Early
The earlier the conversation, the more options remain.
By the time a letter of intent (LOI) is signed, many of the structural decisions that affect the after-tax outcome may already be set. Starting the wealth conversation earlier leaves more room to review entity structure, gifting, charitable planning, and a reinvestment plan with your CPA team and attorney before a buyer's terms arrive.
The Exit Playbook
Three phases, one coordinated plan.
Every exit is different. These are the decisions we help owners coordinate before, during, and after a sale.
Step 02
Sale Modeling
The sale modeled against a range of exit valuations and tax approaches, such as installment sales, employee stock ownership plans (ESOPs), or charitable strategies, before terms are agreed.
Step 03
Reinvestment Plan
Where the proceeds go and how they are invested, planned before the sale closes rather than after.
Step 04
Tax Coordination
Working with your CPA team on the timing of gains, estimated tax payments, and charitable gifts around the sale.
Step 05
Estate Review
A sale can change how an existing estate plan works. We help you review it with your estate attorney, who prepares any updates.
Step 06
Ongoing Reviews
Regular reviews after the sale help keep the plan aligned as your goals, family, and the tax landscape change.