Baby Boomers Embrace New Chapter, Selling Legacy Businesses Built Over a Lifetime and Passing the Torch to the Next Generation

Baby Boomer entrepreneurs have greatly impacted today's economy, creating thriving businesses through dedication and perseverance. As they retire, their enterprises offer immense opportunities for the next generation. Selling these businesses marks a new chapter, fostering continued growth under new leadership.


It Takes One to Know One

Understanding Baby Boomers Comes Naturally to Us - Our Founders, Boomer Entrepreneurs Themselves, Navigate Seamless Business Transitions


The transfer of wealth among baby boomers, which is estimated to be worth around $70 trillion, is currently in progress and is eagerly anticipated


Exiting a Business - Why Not All Owners Can Sell and Move On Quickly

For tech business owners, a quick and clean exit may not always be feasible due to earnout structures, regulatory issues, or the need for a transition period. Working with experienced M&A professionals can help navigate these challenges and ensure a successful sale that meets the owner's financial and personal objectives

For many tech business owners, selling the company is not always a straightforward process that allows them to cash out and move on. In some cases, an earnout structure may be involved in the sale agreement, which can impact the owner's financial payout and future involvement with the company. An earnout is a contractual agreement in which the seller agrees to receive additional payments based on the company's future financial performance. This structure allows the buyer to reduce their risk and align the interests of both parties, but it also places the seller at the mercy of the company's future success. The length and terms of an earnout agreement can vary, and navigating this complex structure can be challenging for both parties. Working with experienced M&A professionals can help ensure that an earnout agreement is structured fairly and mutually beneficial.

Why Planning Ahead for Business Sale Is Crucial for Owners


As baby boomers approach retirement age, many are considering the sale of their businesses as part of their financial planning. However, for this generation of business owners, there are unique challenges and considerations that must be addressed in the planning and sale process. These include issues such as estate planning, retirement planning, and tax strategies. In addition, many baby boomers have built their businesses on years of industry knowledge and expertise, and they may be emotionally invested in the success of their company. As such, selling the business can be a complex and emotional decision that requires careful consideration and guidance. Working with M&A professionals who understand the needs and challenges of baby boomer business owners can help ensure a smooth and successful transition into retirement


Challenge Us!

Proactive Approach, Expertise over Interns: Streamlined Processes

Demonstrate Our Commitment to Your Business Success