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How will selling actually affect my retirement and my family?
The sale price is not what you retire on. What you retire on is the after-tax proceeds, the structure of any earnout or holdback, what you earn during the post-closing employment period, and how those cash flows line up against what you and your family actually need.
Sean is a Certified Financial Planner, and that background shapes how this firm approaches a sale. Before we discuss what the practice is worth, we want to understand what you need it to be worth, and why.
Two offers with the same headline number are frequently not the same offer. One might be entirely cash at closing. Another might hold a meaningful portion back in an earnout measured against performance you only partly control, over years during which you are still working. Which is better depends on your age, your other assets, your risk tolerance, and how confident you are about the years ahead.
That is the conversation we would rather have early, because it changes which offers we push toward, and occasionally it changes the answer to whether you should be selling at all this year.
Curious what it's worth?
An indicative range on your practice in about two minutes. Nothing reaches your team, and whether we ever speak is a box you tick.