Your Trusted Business Owner & Exit Planning Advisors
Helping business owners across the United States
PLANNING BEYOND THE BUSINESS
Your business may be one of your greatest assets. We help make sure your personal financial plan grows alongside it.
PREPARING FOR WHAT’S NEXT
Whether a transition is years away or already on your mind, we help you plan for a future sale, succession, or retirement.
MAKING THE MOST OF YOUR EXIT
From tax considerations to investing sale proceeds, we help coordinate the financial pieces so you’re prepared for life after the business.
You’ve built the business.
Now let’s plan for what’s next.
Owning a business is rewarding, but it also comes with unique financial challenges.
As an entrepreneur, much of your personal wealth may be tied to your business, making it one of your most valuable assets.
Whether you’re planning to sell your business in the next few years, transition ownership to family, or simply want to be prepared for whatever comes next, we’re here to help you think through the financial side of the journey.
At O’Keefe Stevens Advisory, we work with business owners before, during, and after an ownership transition to help ensure personal finances, retirement goals, tax planning, and estate planning all work together.
How O’Keefe Stevens Advisory Can Help
Planning Before the Sale
The best time to start planning for an exit is long before you’re ready to leave your business. We help business owners evaluate financial goals, retirement readiness, and strategies that can help position them for a successful transition.
Building Your Personal Financial Plan
Many entrepreneurs spend years investing in their business while putting personal financial planning on the back burner. We help create a comprehensive financial plan that complements your business success and prepares you for life after ownership.
Coordination with Your Professional Team
Selling or transitioning a business often involves accountants, attorneys, valuation specialists, lenders, and other professionals. We work alongside your advisory team to help ensure financial decisions remain aligned throughout the process.
Preparing for Retirement
For many business owners, selling a company is the event that funds retirement. We help clients evaluate income needs, investment strategies, tax considerations, and long-term financial goals before and after the sale.
Tax-Aware Planning
Business transitions can create significant tax implications. While we do not provide tax advice, we work closely with your CPA to help evaluate strategies that may support tax-efficient financial planning before and after a sale.
Investing the Proceeds
After years of building a successful business, receiving the proceeds from a sale can feel overwhelming. We help clients develop an investment strategy designed to support retirement, future income needs, charitable goals, and family legacy planning.
More Than Just an Exit Strategy
Exit planning isn’t only about selling a business. It’s about preparing for the next chapter of your life. Whether you’re hoping to retire, spend more time with family, start another venture, or simply enjoy the freedom you’ve worked so hard to achieve, we’ll help you create a financial plan that supports what’s next.
Let’s Start Planning
Whether you’re years away from an ownership transition or actively preparing for one, we’re here to help you make informed decisions with confidence.
Selling Your Business is a Team Approach
Let us help you with the details you might not be considering.
Frequently Asked Questions: Business Owner & Exit Planning
Ideally, several years before you expect to sell. Starting early provides more opportunities to strengthen your financial position, coordinate with your professional advisors, and prepare for life after the business.
Not at all. Many clients begin working with us years before they plan to exit so we can help prepare both their business transition strategy and personal financial plan.
We do not perform business valuations, but we work closely with valuation professionals and other advisors to help clients understand how the value of their business fits into their overall financial picture.
Absolutely. Business owners often have a team of trusted professionals, and we believe collaboration leads to better outcomes. We’re happy to coordinate with your CPA, attorney, valuation expert, or other advisors throughout the planning process.
That’s where financial planning becomes especially important. We help clients develop an investment strategy, create a retirement income plan, evaluate tax considerations, and integrate the proceeds into their long-term financial plan.
Yes. Even if retirement is years away, having an exit strategy can provide flexibility and help ensure you’re prepared if an unexpected opportunity—or life event—arises.
For many entrepreneurs, the sale of their business represents the largest source of retirement income. We help clients understand how the value of their business fits into their retirement goals and long-term financial security.
No. We work with business owners throughout every stage of their journey, from building personal wealth while growing the business to preparing for future ownership transitions.
Business owners often benefit from tax planning, estate planning, charitable planning, retirement planning, insurance reviews, and succession planning. We help coordinate these areas into one comprehensive financial strategy.
The first step is simply having a conversation. We’ll discuss your business, your personal financial goals, and where you hope to be in the future. From there, we can help develop a plan that supports both your business and your life beyond it.
Contact Us Today
Disclosure: O’Keefe Stevens Advisory does not provide legal advice or prepare legal documents. Estate planning services are provided in coordination with qualified legal professionals. Clients should consult with an attorney regarding their individual legal needs.