A Guide for Business Owners
The 7 Wealth Strategies Business Owners Miss Before Selling
Most guides focus on deal terms and valuations. This one focuses on the decisions before a sale that determine what happens to your wealth — and your life — after.
*Outcomes vary and tax strategies may not be available or effective for all sellers.
A Guide for Business Owners
The deal is planned in detail. What follows often is not.
You’ve spent years building your business. Selling it may be the single largest financial event of your life.
And yet, fewer than 30 percent of business owners* have a formal transition plan in place — meaning most enter this moment without a clear strategy for what comes next.
<30%
of business owners have a formal transition plan in place when they sell.*
In our work with owners, we see the same pattern: the deal is planned in detail, while what follows is often less developed. This guide was written for owners who want more than a successful sale — owners who want to preserve and grow their wealth for the long run.
*Exit Planning Institute’s 2023 National State of Owner Readiness Report.
What This Guide Covers
You’ll learn:
Our goal is to simplify our clients’ lives by being their
trusted advisor for all of their sophisticated investment,
personal finance, major acquisitions, and lifestyle needs.
Kendall Bolt CEO, SKY Investment Group
About SKY Investment Group
Your wealth deserves more than a one-size-fits-all approach.
SKY Investment Group was founded on a simple principle: our first duty is to you. We help simplify our clients’ lives by serving as a trusted advisor across investments, personal finances, and major decisions.
That means understanding your full picture. Not just the numbers on a balance sheet — but the family you’re building wealth for, the legacy you want to leave, and the life you want to live after the sale.
Whether you’re two years from selling or just starting to think about what comes next, this guide will help you see the full landscape of decisions ahead.
Plan the moment that defines the
rest of your wealth.
Download the guide and take the first step toward
becoming a stewardof what you’ve built.
SKY Investment Group, LLC is an SEC-registered investment advisor. Being registered with the SEC does not imply any specific level of skill or training.
Neither SKY Investment Group, LLC nor Aspen provide tax or legal advice; please contact a professional for advice in such matters.
Investing involves the risk of loss, including the risk of loss of the entire investment. Diversification does not ensure a profit or protect against a loss.