Maximize Your Return!
Let us help you plan for your business succession and wealth.
"*" indicates required fields
Maximize Your Return!
Let us help you plan for your business succession and wealth.
"*" indicates required fields
WHY COLONY?
<span data-metadata=""><span data-buffer="">Our team specializes in helping families navigate
the “human” side of a business transition.
Your business exit is all about defining how wealth will bring value to you and your family. At The Colony Group, we specialize in guiding business owners through strategic succession planning that considers financial wealth, as well as, personal happiness and fulfillment.
Planning helps yield a greater return.
Assess Your Preparedness:
- Will your industry be favorable to a sale when you go to sell?
- Are you optimizing the most important financials for your business?
- Are you personally ready to transition out of the business?
- Is your family ready for this transition?
Knowing what lies ahead brings comfort and confidence. That’s why you want The Colony Group to be your trusted partner. Because true protection comes from thoughtful planning.
of owners regret selling after one year
do not understand their exit options
of a business owner’s wealth is locked into their business
SARA’S STORY
Initially, Sara's company was appraised at $60 million… When it came time for the sale, the value had increased to $100 million.
Learn the tax and financial vehicles used to Sarah’s advantage.
A Lifelong Partner
Sarah, like many business owners, enjoyed the benefits of having a long-term relationship with her transaction team as they uncovered opportunities for her new wealth, helped her focus her creative energy on new goals, and helped to manage her family’s wealth for generations to come.
Maximizing The Transaction
Sarah needed a team that could navigate the economics of the sale and help her plan for her family’s life after the sale too. A team that would consider the right tax strategies and be prepared to engage her family long term.
YOUR TEAM
It Takes the Right Team to Get You Where You Are Going
We collaborate with your existing partners and introduce our network of seasoned experts where necessary; to ensure your transition planning is thorough.
- M&A Transaction Attorney
- Board of Advisors
- CPA
- Estate Planner
- Family & Family Business Advisor
- Wealth Advisor
- Growth Consultant
- M&A Advisor
- Insurance Advisor
BUILD YOUR TEAM
Define your wealth with The Colony Group.
The successful sale of a business is a testament to the strength of the team behind it–paving the way for future accomplishments and setting a benchmark for excellence. Let our team of experts at
The Colony Group help you define what wealth means to you.
Our Approach
We think like you. We know what's important.
At The Colony Group, we don’t just understand your concerns; we share them. We recognize the gravity of selling your business. It’s a pivotal decision that requires a different set of strategies than those you used in day-to-day operations.
One conversation can change your life.
How do you value the business?
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What about taxes?
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Can you find the right new ownership?
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What will you do next?
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How do you invest for future generations?
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Where can I visit you?
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