When you are ready to transition your company to new ownership, Consilium Wealth Advisory is here to help with every step of the process.
Transitions are often the culmination of a lifetime of work, requiring expert counsel on strategy, finance, buyout scenarios, taxes, estate and personal financial planning, personal investing, succession planning, and communication strategies.
The process may be unfamiliar territory for many business owners. We are ready to put our experience to work in a collaborative relationship, that we break down into manageable elements.
Consilium has over twenty years of valuation, transition planning, and personal financial planning experience with owners and companies of all sizes, across dozens of industries.
Our consulting services address the following areas:
Development of Key Performance Indicators
Leadership Assessment & Development
Sale Preparation & Execution Collaboration
Management & Ownership Succession
Sale Advice to 3rd Parties, Employees, ESOP's
Conflict Resolution Strategies
Value Optimization & Tax Considerations
Personal Estate Planning Structuring
Personal Investment Management
Consilium helps clients plan and execute a thoughtful transition strategy – that maximizes your wealth, minimizes your taxes, prepares a strong foundation for your successors, and sets a sustainable vision for the next stage of your life.