Specialized Guidance for Business Owners Preparing to Transition
Selling a business or passing it on to the next generation is a major milestone—and one that requires careful, personalized planning. At AJ Freedom Financial, we help business owners prepare for this transition with high-end financial strategies that protect their wealth and legacy.
What We Help You With:
- Structuring the sale tax-efficiently
- Replacing business income with reliable retirement income
- Investment and income planning post-sale
- Estate and legacy planning
- Coordinated work with your legal and tax team
Business Broker Referral Available
We can connect you with a trusted professional business broker to assist with valuation, listing, and marketing your business to potential buyers—so you have the right partners on both the planning and execution side.
This service is tailored for founders and owners seeking advanced planning—not cookie-cutter advice. We offer comprehensive guidance before, during, and after the sale.