You’ve spent years building your business—pouring in time, energy, and heart. Now, as you look toward transition, it’s time to make sure that success continues beyond you. At Patterson & Associates Private Wealth Management, we specialize in business succession planning that brings clarity, structure, and confidence to one of life’s biggest financial decisions. We help business owners craft exit strategies that maximize value, minimize tax, and protect the legacy they’ve worked hard to build.
Building your exit strategy
Every entrepreneur eventually faces a pivotal question: what’s next? Whether you’re preparing for retirement, exploring a sale, or passing ownership to family, your exit strategy should be as carefully designed as the business itself. We guide clients through this transition with detailed modeling, scenario planning, and clear communication. Our simple process makes even complex decisions—valuation, capital gains exemptions, and ownership transfers—feel understandable and manageable.
Structuring your business exit with confidence
We help owners plan their business exit in a way that reflects both the company’s value and the relationships that make it thrive. From evaluating offers to coordinating with accountants and lawyers, we ensure every step is organized and strategic. By aligning your business exit strategy with broader tax, investment, and estate plans, we help you retain more of what you’ve earned and position your wealth for future growth.
Maximizing value through tax efficiency
Smart planning turns years of effort into enduring value. Our deep experience with incorporated professionals—developers, construction leaders, and engineers—means we understand how to extract cash tax-efficiently and prepare businesses for transition. The result: a plan that safeguards your wealth while creating a smooth path to financial independence.
Preserving your legacy
A successful transition is also about continuity. We help clients design succession plans that reflect their values and protect what matters most. Whether passing a business to family, supporting key employees through a management buyout, or preparing for a strategic sale, we ensure your vision continues long after you’ve stepped away.