Rochester & Western New York · Business owners & families
Connect a sale or family handoff to the income your family needs and the life you want next.
What is on your mind?
Find out what your household needs and what the business still needs from you.
Explore this situation : Planning aheadLook past the price to what you would keep, when you would get it, and what comes next.
Explore this situation : A buyer calledThink through your own income needs alongside your family’s plans for the business.
Explore this situation : Family handoffPlan for the bills, family goals, and new choices that follow the owner paycheck.
Explore this situation : After the saleA planning example
A fictional business owner is considering a sale within two years. Here is how the questions connect.
The price alone does not answer what the family could spend or what role the owner would keep.
Two major client relationships remain founder-led. Family expectations and the owner’s role after a sale are unresolved.
Review the sale assumptions with the CPA and attorney, assign responsibility for key relationships, and clarify what the family wants next.
Explore your next step
Connect your household needs to a possible sale or family handoff.
Planning for Rochester owners →After a saleWork through income, upcoming bills, family goals, and your first year after closing.
Read the first-year guide →Individuals & familiesExplore retirement, inherited assets, and family planning without a business-sale focus.
Explore household planning →Your next step
Ask about an offer, a family handoff, or income after ownership. Greg will respond by email.