Family- and privately-held business owners can benefit from having a strategic partner—a resource that can educate, guide, and advise them on a number of issues. Succession and transition, family asset management, generational conflict, recapitalization, valuation, tax implications, and industry factors can be difficult to navigate. Our experience can mean the difference between a successful transaction and a lost opportunity.

Source Financial Advisors has specialist resources to provide owners with practical services in preparation for the sale, partial sale, succession, or other disposition of their businesses. Our professionals can then incorporate the proceeds from such a transaction into wealth management plans designed to serve the owners’ retirement, education, estate, and charitable goals. We employ a strategy of positioning assets towards the dual objectives of meeting those goals and protecting existing wealth.