Procyon’s business owner services are built for entrepreneurs who have spent their life growing their business. We work with businesses of any size and any stage to ensure that the path of growing the business is aligned with the path of maximizing the wealth of the business owner.

Pre-transaction, we work with owners to develop their professional and personal financial growth plans, making sure both are aligned. This typically includes ensuring the business ownership is properly structured, the logistics of the business – insurance, finance, etc. – is optimized, and that the cash flow supports the owners of the firm while also creating a compelling value proposition for future buyers.

When a business owner does decide it’s time to monetize their business, we work to get an objective valuation, package and present the business case, negotiate with buyers, and ultimately facilitate the transaction. During this process, we make sure that the business owner’s estate plan is structured to maximize the generational wealth it creates.

Post-transaction, we help business owners transition to retirement with an eye on maximizing the after-tax proceeds their heirs receive while managing a diversified investment portfolio across multiple asset classes.

Our team of experts have worked with business owners in a variety of different industries over a 12- to 36-month period pre-transaction to maximize the enterprise value of the business and prepare a personal wealth management strategy to capture the full benefit of the sale.

Entrepreneurs have a unique and varied set of concerns about their financial life after a business is sold. Our portfolio and wealth management teams work with our business owner clients both pre- and post-transaction to eliminate any friction and stress.