Sale of Business or Property

Sale of Business Financial Planning: Secure Your Future After a Major Transition

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The decision to sell a business or property is a life-altering move. In addition to the thrill of a successful sale, it opens new financial commitments and opportunities. At Windfall Advisors, we offer sale of business financial planning that is individually designed with a team of experts, making sure that you maximize your proceeds and save your long-term wealth.

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Strategic Planning After Selling Your Business

The last thing after selling a business is to have a financial advisor after selling a business, one who is well versed in the intricacies of liquidity events. Our advisors will develop a tailored strategy that can assist you in balancing between taxes, investments, and the future. We assist our clients to invest their capital and resilience back through diversified portfolios and customized wealth management and investment. You are moving to retirement, investing in a new business, or leaving a legacy? In any case, we will make sure that all the decisions made are in your favor and help maintain financial stability. 

Windfall Advisors is one of the most successful firms that specializes in managing assets with a focus on expert fiduciary advisor guidance!

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Expert Guidance for Property & Real Estate Investors

In case you have sold a property, engaging with a financial advisor for property investment is a step that will help you take the next step, which is in line with your wealth objective. Our experts are your property financial advisor, who assists you in analyzing the possibility of reinvestment, tax-efficient structures, and real estate market exploration. 

In the case of clients who are interested in long-term real estate planning, we are offering access to a special financial planner for real estate investors; those professionals who have knowledge of how property assets can be incorporated into a larger investment plan. Our real estate financial advisors will accompany you all the way through, whether it is rental portfolios or 1031 exchange strategies. 

Windfall Advisors offers reliable sudden-wealth management strategies to help its customers grow and manage their wealth.

Investment Advisors for Business Owners

Our investment advisor business for sale services are designed to help entrepreneurs manage wealth transitions after the sale at Windfall Advisors. We liaise with your CPA and legal departments to make sure that there is a smooth alignment between tax, estate, and investment planning. You will need a sale of business advisor or a long-term companion to continue with the financial management. We will provide clarity, strategy, and confidence, and thus, your next chapter will be as fulfilling as the last.

Turn Your Sale Into a Lasting Success

The intelligent financial planning does not cease at the point of sale, but rather starts at that point. The right advice from Windfall Advisors will help you build the purpose-driven future of proceeds of the sale of your business or property. Get wealth management tips here! Stable investing and long-term financial growth are what our team delivers!

Frequently asked questions

What considerations should I keep in mind when selling my business or property?

It's crucial to assess whether to include real estate in the deal, possibly through a sale-leaseback to retain assets and income. Explore tax optimization strategies like deferring capital gains with a 1031 exchange. 

How can I determine the value of my business before selling?

Knowing your business's worth is vital. Evaluate the multiples of similar businesses in your micro sector and understand where your business stands on a multiple scale. Assess the difference between net profit (tax number) and Recasted EBITDA (real number) to optimize your position in the sale.

What are the tax implications of selling a business or property?

The tax landscape for business sales is intricate. Engage in discussions with Windfall Advisors to explore potential structures that optimize your tax liability, such as considering an ESOP, which can be more tax-favorable than other options.

AWARD WINNING SERVICES

Windfall Advisors LLC, Founder, Daniel Scott Johnson won “Outstanding Contribution to Wealth Management Thought Leadership (Individual) – Miami at the Family Wealth Report Awards held in Miami on January 16, 2025. 

The Family Wealth Reports provides exlusive intelligence for the family office community.

Windfall Advisors is a Fee-Only Fiduciary and RIA Registered Investment Advisory firm specializing in managing sudden wealth assets for recipients across the country.

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CLIENT REVIEWS

100% FIVE STAR REVIEWS ON GOOGLE

What a unique and heartening experience to have an expert share his knowledge without a preoccupation for making a sale. Daniel is a kind, patient and insightful professional.
Adrianna B.
I've only been with Daniel for a few months, but so far it has been a relieving and rewarding experience. He is always very communicative which is much appreciated and you don't see that too often from financial advisors. Looking forward to our continued work together in the years to come.
Logan B.
Daniel is a consummate professional with a very personable approach. He is such a great listener, so he can have that personal connection with his clients, which is how to best meet the needs of the client. Daniel responds promptly and works quickly and efficiently. His knowledge of the many different aspects of financial planning for estates, and for clients who want to get their personal finances in order, is impressive. I really appreciate having Daniel on my side because I trust him. Give him a shout!
Jennifer H.
Daniel and I just started working together. He made what could be a very complicated process extremely streamlined and simple. We were able to set up my account in 15 minutes on the phone together. I am so excited that I now have a true financial advisor, he has made himself available and made me feel comfortable with big financial decisions. I do trust that he will do great things with my portfolio.
Erica W.
I was feeling severely anxious with my finances prior to speaking to Daniel. This kind man took the time to break everything down in simple terms the average person who's just getting started could understand! He can definitely tailor a plan that'll make sense to you and fit your needs. 10/10 would recommend!
Tianna G.
I was feeling severely anxious with my finances prior to speaking to Daniel. This kind man took the time to break everything down in simple terms the average person who's just getting started could understand! He can definitely tailor a plan that'll make sense to you and fit your needs. 10/10 would recommend!
Tianna G.
I was searching for a financial advisor and I found Daniel. Is not the first time I talked to an expert about my finances but Daniel made it easy to understand. He answered all my questions and gave me very good advice. He listened to all my concerns and gave me his honest recommendations. I'm so happy with our phone consultation. I would recommend 100% Windfall advisors to anyone who's looking for guidance with investing, saving accounts options and a lot more. Very professional and knowledgeable.
Anabel R.
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