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We help successful families use their wealth to create the life they desire, enhance the lives of the people they care about, and establish a living legacy that represents their passions and values.

Entrepreneurial Planning

Exiting or Selling Your Business

At GV Financial, we serve as your personal advocate. We help you understand the financial and non-financial costs and benefits of selling the business. We put the sale of the business in the context of your life. We let you know how much money you need to live the life you desire and we work with your tax advisor to develop solid strategies designed to minimize your taxes. We model the full impact of the sale on your financial future and will help you evaluate different ways to structure the sale in the context of what is best for you. We help you continually evaluate the offer and we advise you to walk away if it no longer meets your personal goals.

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