Customized Strategies for Business Owners
Become Financially Independent of Your Business
At Aristata Financial we are well-versed in the challenges and opportunities that lay before you.
Our team is dedicated to helping our business owner clients become financially independent of their business. We do this by helping them maximize the value of their business at the time of exit, regardless of when that may be.
Exit planning is simply good business strategy.
When it comes to planning for the future of your family and your business, it is critical that your personal life plan, financial plan, and business plan are in alignment.
We can help you accomplish this through what we call Business Optimization
Succession Planning
What is Business Optimization?
- When do you plan to sell your business?
- Is your business transferrable, or does it rely on you to run it?
- What is your personal life plan for after the sale of your business?
- How much will you need to realize after taxes from the sale of your business to make your personal life plan a reality?
- How does the amount you will need compare to the actual value of your business?
- How does the value of your business compare to best-in-class businesses in your industry?
Business Research
How well do you really know the answers to the questions above?
- Studies show that only 20-30% of business that make it to market will actually sell.1
- Many of the businesses that do sell will leave significant money on the table because the business isn’t ready.2
- 50% of transitions are involuntary, forced exits.3
- 75% of owners profoundly regret selling their business just one year later.4
Don’t Let Your Business Become a Statistic
By truly understanding your answers to these questions, we can assemble a customized team of professionals designed to help you avoid becoming one of those statistics. Whether you are planning to sell your business soon, or in 20 years, we can help provide the visibility you need to accurately assess where your business currently stands in value and readiness, and what specific steps are needed to take your business to the next level.
Whether you need capital to grow, an exit plan, or a strategy for transferring proceeds into personal wealth, we help ensure your personal life plan, financial plan, and business plan are seamlessly integrated.
An important part of how we do this is through our partnership with the Raymond James Investment Banking department.
- According to this article in The Exit Planning Institute ↩︎
- According to this article in The Exit Planning Institute ↩︎
- According to this article in The Exit Planning Institute ↩︎
- According to this article in The Exit Planning Institute ↩︎