Pillar OneBusiness Succession & Exit Planning
You may spend decades building a successful business. Eventually, someone else will own or operate it.
Whether you plan to transfer the company to family, sell to a partner or key employee, pursue a third-party sale, or simply want to understand your options, thoughtful planning can help protect the value you've created and prepare you for what comes next.
We help you consider succession as part of your broader financial plan—including your future income, taxes, estate strategy, family priorities, and the wealth you'll need after the business is no longer providing your paycheck.
Planning may include:
Family or next-generation succession
Sale to co-owners or key employees
Third-party sale
Buy-sell planning
Pre-sale financial planning
Post-sale wealth planning
Your succession strategy should work for the business, and for you.
Pillar TwoBusiness Protection & Continuity
You've spent years building your business. A well-designed protection strategy helps prevent an unexpected event from undoing that work.
The death or disability of an owner or key employee, the loss of an essential revenue producer, debt obligations, or an interruption in cash flow can affect far more than day-to-day operations. These events can impact employees, customers, ownership value, and your family's financial security.
We help identify the financial risks that could have the greatest impact and develop strategies designed to help the business continue when the unexpected happens.
Planning may include:
Key employee protection
Buy-sell funding
Business loan protection
Operating expense protection
Disability and income protection
Business continuity planning
Protect What You've Built
Pillar ThreeEmployee Benefits & Executive Benefits
Your best people help create the value in your business. The right benefit and compensation strategies can help you attract them, reward them, and give them compelling reasons to stay.
We help business owners evaluate benefits in the context of the company's larger financial strategy—from traditional retirement and protection benefits to specialized arrangements designed for owners and key executives.
The objective isn't simply to offer more benefits. It's to direct benefit dollars where they can have the greatest impact on recruitment, retention, loyalty, and long-term business value.
Planning may include:
Qualified retirement plans
Group life and disability benefits
Executive benefit strategies
Nonqualified deferred compensation
Key employee retention strategies
Owner and executive planning
Strengthen Your Team
One Business. One Coordinated Strategy
Your Business Decisions and Personal Wealth Are Connected.
For successful business owners, the line between business planning and personal financial planning is rarely clear.
Your company's cash flow can affect your personal income. Your ownership interest may represent a large portion of your net worth. Tax decisions made inside the business can affect your personal financial picture. Your succession strategy can influence your retirement, estate, family, and legacy.
That's why we don't look at the business in isolation.
Sedway Financial helps coordinate your business strategy, investments, tax considerations, estate planning, risk management, retirement goals, and eventual transition within one broader financial picture.
Because building a successful business is only part of the goal. Making that success work for the rest of your life is what comes next.
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We collaborate with entrepreneurs to help grow and protect the value of their business — so the people they serve, the people who work for them, and the lives they've built can keep moving forward.
Sedway Financial
How to prepare your business for a transition
What is the Value of Your Business?
