As a business owner

Like every business owner, you manage risk, investing time and resources for future growth and value creation. Some of these resources include your trusted advisors who help you navigate complex challenges, such as getting the best tax outcomes, and positioning you not only for growth now, but to someday get the most value from the sale of your interest in the business in a tax efficient way.

Brightworth helps you by understanding your ultimate goals for your business, family, philanthropy, and legacy. We then review options, create a clear strategy and plan to reach those goals, and partner with you over the long term in executing and monitoring the plan. Throughout this partnership, we can help you with a plan to get the best tax outcomes, one that includes future giving and estate and tax planning before and as you sell your business interests. This lets you focus on what you’re best at: successfully managing your business and personal life.


Business transition planning

There are some 6,000,000 privately held businesses in the U.S., representing nearly $10 trillion in wealth*. But while most business owners want to transition those businesses to new ownership within ten years, only about one in four will succeed. Will yours be one of the successful ones? How much money will you leave on the table due to a forced sale, inadequate planning, or frustration?

*Study Shows Why Many Business Owners Can’t Sell When They Want To,, February 5, 2017

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Three questions business owners need to ask themselves in preparing for a succesful exit


Learn more about preparing to exit your business when you are ready

The Brightworth Business Transitions Academy is a six session course that covers the five phases of a successful transition, addressing real-world challenges and solutions that will help you to successfully execute your transition plan, not just academic principles. The goal of the Academy is to provide every attendee with the knowledge and tactical tools they need in order to transition from their business when they want, on their terms.

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