Find Your When

Every business is heading towards a transition. The owner may retire or sell the business by choice. Circumstances may force the owner to sell or close down the business prematurely. Waiting or procrastinating is a plan. Failing to choose is in fact a choice.

Are you going to choose your transition, or are you going to sit back, let it happen, and hope for the best?

At Soterian, we work closely with business owners to help them plan their transition. Whether that means selling the business to an outside buyer, transitioning it to a family member, empowering your management team to run the business without you, or another outcome – we can work with you to strategize, plan, and execute the transition.

It’s important to understand that selling a business takes time. To maximize the value you receive as the seller requires years of preparation.

Don’t wait until it’s too late. Let us help you create and execute your business transition plan!  

Have you heard about Opportunity Zones? There’s a closing window of time to take advantage of this tax break opportunity.  In its mission to find all available tax advantages for its clients, Soterian has partnered with Opportunity Zone Consultants in order to educate business owners about how to take advantage of this closing window of tax benefit. The Opportunity Zone legislation could be a substantial influencer of “Finding Your When.”  Please click here to learn more!