Resources / Planning decisionsBEFORE A BUSINESS TRANSITION

Give the next chapter
a place in the conversation.

Name: Via Luce Capital
Address: 3090 Bristol Street, Suite 400, Costa Mesa, CA, 92626, US
Telephone: 949-691-1498

Put personal goals, possible proceeds, and the work of your professional team beside one another. Use this list before making assumptions about what a transaction will fund.

Brent Rupnow, CFP®, CEPA®, ChFC®, CLU®

01 The life after the businessDescribe the role you want work to play after the transition.Outline household spending, family commitments, and available assets outside the business.Identify which personal plans depend on the transaction happening.

02 The proceeds and the timingSeparate amounts available at closing from payments contingent on future events.Identify debt, expenses, and tax questions that affect the cash available to the household.Ask which commitments still need funding if the transaction is delayed or changes.

03 The people and the decisionsList your transaction attorney, CPA, financial advisor, and other specialists involved.Assign each open question to the appropriate professional.Gather the relevant agreements and records for professional review; do not enter confidential documents here.

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The question I want to start with

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READ WITH A PURPOSE

Go deeper on the decisions.

Explore the business-exit planning tile

Connect business readiness with personal planning.

See a hypothetical business-owner example

Explore the relationship between payment terms and retirement.

Build a monthly income outline

Put personal spending beside expected income.

WHEN YOU WANT TO TALK IT THROUGH

Bring the question. We’ll start there.

Explore the scope, fees, and steps involved in working with Brent. Financial planning is available without moving your investments.

Working with Via Luce

CONTINUE THE PLANNING CONVERSATION

Put the outline in context.

What Will Your Household Need After You Leave the Business?

Salary is only part of what changes after a business exit. Map household costs, benefits, and temporary income before counting on the sale proceeds.

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