Business Owners
Whether you’re launching a start-up, managing an established enterprise, or thinking about your exit strategy, financial planning for business owners is always complex. Decisions you make about your business will impact your personal finances. Bryn Mawr Trust helps you integrate your business and personal wealth planning so you can better navigate your journey.
You’ve built something worth protecting. Let our expertise preserve your hard work.
Planning Your Business Exit Planning Strategy and Shaping Your Legacy
When you’ve invested so much into making your business successful, you want your succession strategy to be managed with the same level of care. Having a comprehensive exit strategy ensures you maximize value, minimize taxes through effective trust and estate planning to achieve your personal and financial goals.
For business owners who prefer a fee-based engagement, we offer comprehensive exit planning services on a project basis. This flexible option provides access to our expertise to develop a detailed exit strategy. Fees are tailored to the complexity of your situation, and any planning fees are credited toward future wealth management services if you choose to establish an ongoing relationship with us.
We’re here to guide you through the entire business ownership journey, bringing our expertise into every decision.
What Makes Our Exit Planning Different
We build a partnership with you years before your planned exit. This long-term relationship allows us to:
- Integrate personal and business planning: Your exit strategy is seamlessly woven into your overall wealth plan, ensuring every decision supports your life goals.
- Maximize after-tax proceeds: Through proactive tax planning and strategic timing, we help you keep more of your hard-earned wealth.
- Coordinate professional teams: We collaborate with your attorneys, accountants, investment bankers, lenders, and industry advisors to execute a cohesive strategy.
- Provide emotional support: Exiting your business is one of life’s most significant transitions. We guide you through the psychological aspects of letting go while staying focused on your objectives.
your exit planning journey
Common Exit Strategies to Consider:
Two Exit Option Categories
Inside
- Intergenerational transfer
- Management buyout
- Sale to existing partners
- Sales to employees
Outside
- Sale to third party
- Recapitalization
- Orderly liquidation
For Business Owners 5-10 Years from Exit
Foundation and Growth Phase
This is the ideal time to begin exit planning. We focus on:
- Establishing baseline business valuation
- Identifying value enhancement opportunities
- Structuring ownership for tax efficiency
- Developing key employee retention programs through executive benefits
- Building financial independence and diversification beyond your business
- Creating initial estate planning structures and buy-sell agreements
- Reviewing insurance coverage to protect against unforeseen risks
- Optimizing retirement plan design to meet ERISA regulations
For Business Owners 1-3 Years from Exit
Execution and Transition Phase
Time to finalize your strategy and maximize value. Our focus includes:
- Updated business valuation and market assessment
- Final tax optimization strategies and preparation
- Deal structure planning and buyer identification
- Management transition and succession execution
- Assessment of valuation clauses in buy-sell agreements
- Post-exit investment strategy development
- Estate plan finalization and wealth transfer
- Specialized transaction assistance including 1031 exchanges
Begin your Exit Planning journey Today
Exit Planning is Good Business, and the best time is to plan today. Let’s start building your roadmap to a successful transition. Start a conversation with our advisors and discover how we can help secure the future you’ve worked so hard to build.
When you partner with Bryn Mawr Trust, you and your company will work with dedicated financial advisors and business experts who collaborate with your attorneys, accountants, and other professionals to produce a tailored approach centered around you and your company.
Creating a Well-Defined Purpose For Your Wealth
Running a business can be all-encompassing, leaving little time to focus on your personal wealth. At Bryn Mawr Trust, your financial plan is personalized to your circumstances, timeline, and goals. We integrate your business objectives with the financial goals you’ve established for yourself and for your family, so we can provide the right advice and activate the resources you need.
Managing Financial Goals For a Business
We can help you seize opportunities by supporting your everyday business operations with customized credit and lending solutions, cash management, and tailored banking services.
Helping You and Your Employees Plan For Retirement
Bryn Mawr Trust helps you plan for the future of your business, your personal goals, and your legacy.
Begin your journey
Recent Insights
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The Biggest Blind Spots Business Owners Face When Planning an Exit
Exit planning requires time, reflection, and coordinated expertise to execute well. According to the Exit Planning Institute’s (EPI) State of Business Owner Readiness survey, 69% of business owners…
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The Business Owner’s Guide to a Successful Exit (Ep. 11)
What does life look like after selling the business you’ve poured decades into building? How do you prepare for one of the biggest financial decisions you’ll ever make?…
