You Built the Business. Now Exit on Your Terms.
Selling is a once-in-a-lifetime financial event. Pacific Point helps you understand what it's worth, keep more of what you sell it for, and turn the proceeds into a life you don't have to work for.
For most owners, the business is the retirement plan. But the number you sell for, and the number you keep, depends on decisions made long before a buyer ever appears. Pacific Point Wealth Management is the fiduciary who plans all three phases: what it's worth, how the deal is structured for tax, and what the proceeds become afterward.
Most Owners Get Advice Too Late. We Start Early.
The difference between a good exit and a great one is usually the planning that happens years before the closing table, and the plan for the money after.
Before the Sale
Understand what your business may be worth and what drives that number. Structure the deal and your entity with tax in mind, so more of the proceeds are yours to keep, not the IRS's.
During the Sale
Coordinate with your CPA and attorney on deal structure (asset vs. stock), earn-outs, and timing. Model what each offer actually leaves you with, after tax, so you negotiate from clarity.
After the Sale
Turn a one-time windfall into lasting income. Asset allocation, tax-aware investing, and a plan designed so you can retire without having to work again, unless you want to.
Pacific Point Wealth Management works alongside your CPA and attorney. This is educational information, not tax, legal, or investment advice, and not a guarantee of any particular outcome.
Worth More at the Table, and After
A more profitable business sells for more. In the years before your exit, growing revenue and EBITDA directly raises your valuation, then Pacific Point helps you keep more of what that growth is worth.
- Increase profit and EBITDA in the runway before a sale, so the multiple works in your favor.
- Get the books clean and buyer-ready, disorganized financials quietly kill deals and shrink offers.
- Then plan the proceeds with a fiduciary: tax-aware, allocated to your goals, built to last.
Every Exit Is Different
Business Owners Ready to Sell →
You've had offers, or you're just starting to wonder "what's it worth?" Plan the exit that leaves you with the most.
Baby Boomer Owners →
Ready to retire and step away? Turn decades of work into income you won't outlive.
Financial Advisors Selling →
Selling your practice or book of business? Succession, valuation, and the after-sale plan.
Franchise & Licensor Owners →
Single-unit, multi-unit, or licensor, exit planning built around how franchises actually sell.
Divorce & Business Division →
Navigating a divorce that involves a business or major assets? Clarity on what it leaves you with.
Cemetery Endowment Trusts →
Prudent, compliant investment management for family-owned cemetery perpetual-care funds.
Common Questions
What is my business worth?
It depends on your industry, cash flow, and how transferable the business is without you. Our free valuation calculator gives an educational estimate in minutes; a conversation refines it.
When should I start planning my exit?
Ideally two to three years before you want to sell. The earlier you start, the more levers you have to raise the valuation and reduce the tax hit.
Will I owe a huge tax bill when I sell?
A sale can trigger significant taxes, but how the deal is structured (asset vs. stock, timing, entity) makes a real difference. We plan this with your CPA and attorney so you keep more of the proceeds.
What happens to the money after I sell?
That is the part most owners underplan. We help turn a one-time windfall into durable, tax-aware income, so the sale funds the life you want next.
Do you replace my CPA or attorney?
No, we work alongside them. We are the fiduciary financial quarterback who connects the valuation, the deal, the taxes, and the after-sale plan.
Free owner's guides:
How to Sell Your Business: The Complete Owner's Guide · What's My Small Business Worth? The 5 Numbers Buyers Actually Look At · SDE vs. EBITDA: The Two Letters That Change Your Sale Price · The 7 Value Killers Hiding in Your Books · Asset Sale vs. Stock Sale: What It Means for What You Keep · You Sold Your Business. Now What? The First 90 Days With a Windfall · Retirement Income Basics: Turning Savings Into a Paycheck · When to Claim Social Security: What Changes Between 62, Full Retirement Age, and 70 · Tax-Aware Investing Basics: Account Types and Asset Location · Estate Planning Basics for Families and Business Owners · Divorce and Your Finances: A Calm, Practical Orientation · Retiring Before 65: Bridging the Healthcare Gap Until Medicare
Start With a Number.
Get an educational estimate of what your business may be worth in minutes, then talk it through with a fiduciary who plans the whole exit, not just the sale.