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The Legacy Builder: Maximizing Business Value for a Strategic Exit

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The Challenge

David, the founder of a thriving manufacturing business, was ready to sell his company and retire. However, he lacked a strategy to maximize the value of his business while minimizing tax liabilities. David also wanted to ensure his employees were cared for post-sale.

Our Approach

Artisan Financial Strategies worked with David to:

  • Enhance Business Valuation: Partnered with valuation experts to identify areas for operational improvements and scalability.

  • Exit Planning: Structured the sale to optimize proceeds through a mix of upfront payments and earnouts.

  • Employee Retention: Advised on employee stock ownership plans (ESOPs) to retain talent during the transition.

  • Tax Mitigation: Established a charitable trust to offset capital gains taxes while aligning with David’s philanthropic goals.

The Outcome

David sold his business for 20% above the initial valuation and achieved financial independence. His legacy extended through the charitable foundation he created, which now funds scholarships and local community projects. He continues to serve as a mentor for young entrepreneurs while enjoying his retirement.

Let's talk!

Phone: (770) 587-0281
Email: mmoore@artisanfsonline.com

1125 Cambridge Square, Suite C
Alpharetta, GA 30009

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Disclosure

Meredith Moore is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AK, AL, AR (AR Insurance License #3984114), CA (CA Insurance License #0D60252), CO, FL, GA, LA, MD, ME, NC, NJ, NM, NY, OH, PA, SC, TN, TX, VA, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Meredith Moore is licensed and authorized to offer insurance in California and Arkansas, but Artisan Financial Strategies, LLC may not be. For additional information on licensure status, please click here for California and/or click here for Arkansas.

Meredith Moore is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 1125 Cambridge Sq Ste C, Alpharetta, GA, 30009, 770-587-0281. In this regard, this communication is strictly intended for individuals residing in the states of AK, AL, AR, CA, CO, FL, GA, KY, LA, MD, ME, MI, MS, NC, NE, NJ, NM, NY, OH, OK, SC, TN, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Meredith Moore is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AK, AL, AR, CA, CO, FL, GA, KY, LA, MD, ME, MI, MS, NC, NE, NJ, NM, NY, OH, OK, SC, TN, TX, VA, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Adam Tolliver is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AK, AL, AZ, CA (CA Insurance License #0L03742), CO, FL, GA, LA, MD, MI, NC, NJ, NM, OH, PA, TN, TX, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Adam Tolliver is licensed and authorized to offer insurance in California, but Artisan Financial Strategies, LLC may not be. For additional information on California licensure status, please click here.

Adam Tolliver is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 1125 Cambridge Sq Ste C, Alpharetta, GA, 30009, 770-587-0281. In this regard, this communication is strictly intended for individuals residing in the states of AK, AL, CA, CO, DC, FL, GA, IL, LA, MD, MI, MS, NJ, NM, NY, OH, TN, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Adam Tolliver is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AK, AL, CA, CO, DC, FL, GA, IL, LA, MD, MI, MS, NJ, NM, NY, OH, TN, VA, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Artisan Financial Strategies, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither Artisan Financial Strategies, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

For more information about NYLIFE Securities LLC and its investment professionals.

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