Introducing Pre-Sale Planning from Mariner

Selling your business isn’t just about the final number, it’s about what you actually keep. And after decades of guiding business owners through transactions, we experienced it firsthand when we sold Woodbridge International to Mariner Wealth Advisors, a national wealth management firm with over $550 billion in assets under management.

But here’s the key takeaway: Timing is everything. The most successful business owners don’t wait until an offer is on the table to start planning. They take control early, ensuring they maximize their net proceeds, minimize taxes, and have a clear plan for life after the sale.

Mariner’s Pre-Sale Planning team can help you answer critical questions before you sell:

• How much will I actually take home from the sale?
• Am I leveraging every tax-saving strategy available?
• Are my advisors aligned to protect my best interests?
• What does my financial future look like after the sale?
• How much is my business really worth?

A conversation today with Mariner could mean millions more in your pocket tomorrow. Complete the form to get started.