NAVIGATING EXIT EVENTS
with the Right Advisors by Your Side
Helping our clients answer the “What ifs?” is something we believe is crucial to our role.
Piloted by our advisors, our interactive, strategic financial planning technology, GPS, enables
you to visualize the monetary impact of possible decisions so you can be best positioned for
success.
Our exit event consulting is full-scope, spanning advisory and business planning, to
precisely mapping how monies are to be invested, gifted, and allocated after a sale.
- How much do I need from this transaction?
- How should I adjust my estate plan?
- What are the various transfer structures and which one is ideal for my unique situation?
- Do I need insurance?
- How much can I safely give away to my heirs?
- Should I diversify?
- What is the long-term economic benefit of moving to a non-tax state?
- Can I be more charitable?
EXIT STRATEGY PLANNING
Plan Early & Often
With Allen Injijian, Managing Director & Head of Wealth Strategy
Allen discusses the critical timing of selling a business to unlock maximum value. He explains why planning early and often is essential to achieving the best outcomes.
EXIT STRATEGY PLANNING
Tax Strategies for Selling Your Business
With Scott Bush, Chief Client Officer
Scott emphasizes the importance of having the right advisors for holistic, long-term transaction planning. He highlights the benefits of building a team that offers a comprehensive view of the process.
Our Approach
- Comprehensive Business Advisory: We manage every aspect of the transaction, helping to alleviate common anxieties associated with exit events.
- Industry Analysis & Research: Customized research to validate your strategy and objectives.
- Wealth Strategy & Tax Practice: Our institutional-grade team reviews your overall estate plan and implements ideal transfer structure solutions.
- Concierge Closing Service: We coordinate receipts from counterparties and collaborate seamlessly with other advisors.
Planning Your Exit?
Learn how Geller can support your next move.
Speak to our Head of Wealth Strategy, Allen Injijian.