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Wealth Preservation
Transforming Business Value into Personal Wealth
Many owners of private companies have devoted a large portion of their working life to creating personal wealth in the form of a valuable and sustainable business enterprise. Reaching a decision to begin to realize the value they have created can be an emotional and difficult one. This decision is further complicated by the wide range of available options and by concerns that tax costs may take a significant portion of the proceeds.
Understanding the implications for the business, its value today as well as its positioning for the future, is a complex undertaking, yet critically important for the business owner intent on making the right choices. Frequently, non-financial factors such as the treatment of key employees by a new owner, continuity of the business heritage and/or preservation of confidentiality are also important considerations.
How We Can Help
The skills of our Corporate Finance team in helping private company shareholders navigate through the maze of issues leading up to a decision can prove invaluable. We bring an independent, experienced perspective to the table, combining market intelligence, valuation skills and transaction management expertise to help private company shareholders make the decision that is right for them and their business.
Maximizing proceeds received for the business is a critical milestone in the wealth transformation process. Of equal importance, however, is proper tax planning to manage capital gains and other taxes and transform retained value into personal wealth in the hands of the shareholders. KPMG Enterprise tax professionals form an integral part of our transaction team. Together, we work to address the issues and opportunities that inevitably arise as the transaction process unfolds, and to develop and implement strategies to optimize the personal wealth created.
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