Barron's Advisor Hall of Fame ABOUT US WORKING WITH YOU SERVICES NEWS BLOG CAREERS AT WALDRON CONTACT LOGIN BUSINESS SALE STRATEGIES John J. Waldron, CEO and Founder, highlights pre- and post-sale approaches to maximizing the sale of a business. “My client built a business from the ground up—working 70-hour weeks for many years—until he was approached by a competitor who wanted to buy the company and still employ him. He could give up his management duties, reducing his hours and freeing time to focus on strategy, plus he’d gain a huge infusion of liquidity that he never had before. This would open up a world of possibilities for him, and cement a legacy for his heirs. But first he had to transition his wealth from residing in a closely-held company to being liquid, held within trust with values fluctuating every day.” Our Advice We created a ‘lifestyle portfolio’ that balanced tax-free and taxable bonds in a way that maximized after-tax returns, generating the income needed for the client’s desired lifestyle, while allocating the remaining investable assets to a separate, longer-term growth portfolio for heirs. To hold illiquid real estate and closely-held investments, we created a trust for the family that would protect those assets from litigation and later transfer the assets to the next generation at discounted values creating tremendous future tax savings. Prior to the sale, we helped restructure the client’s life insurance—held by the business—moving the policies into various trusts. Interested in learning more about business sale strategies? View our additional resources and get a free copy of John Waldron’s “The Entrepreneurial Journey” below. Team Members Who Can Help Robert Wyche Michael Krol BUSINESS OWNER ADVISORY SERVICES More Valuation Coordination Business Growth Consulting Entity Ownership Structuring Business Succession Planning Pre-business Sale Transaction Planning Buy/Sell Agreement Consulting and Funding EXPERTISE FOR EVERY SCENARIO | Business Sale Strategies John J. Waldron, CEO and Founder, highlights pre- and post-sale approaches to maximizing the sale of a business. More Preparing Your Kids for Wealth Matthew Helfrich, Partner and President, relates how Waldron helps heirs grow into responsible stewards of their family’s wealth and legacy. More Compensation Advice Robert H. Wyche, Partner and Managing Director, shows how we help highly compensated corporate executives and other professionals to make the most of their compensation packages. More Supporting Your Family Office Michael Krol, CFP®, CPA, Partner and Head of Wealth Advisory, explains how Waldron efficiently helps family offices provide expanded services for their clients. More ABOUT US WORKING WITH YOU SERVICES NEWS BLOG CONTACT LOGIN 44 Abele Road, Suite 400 Bridgeville, PA 15017 • Phone: (412) 221-1005 • Fax: (412) 221-2005 3303 Water Street N.W., 3F Washington, DC 20007 • Phone: (202) 656-8587 • Fax: (202) 573-8894 Privacy Policy Terms of Use Disclosure Copyright © 2014 Waldron Private Wealth. All rights reserved. For information about Forbes list of America’s Top Wealth Advisors methodology, click here Barron’s factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. For more information about Barron’s methodology, Click Here For information about AdvisoryHQ’s best financial advisors in Pittsburgh methodology, click here For information about the methodology of the Financial Times list of the top US registered investment advisors, click here All Best Places to Work winners are determined exclusively on the basis of their employees’ responses to the Best Places to Work Survey. Employee responses from the 30 standard survey questions, along with the number of employees that respond to the survey, are calculated to determine the company’s overall score and ranking. For information about Pittsburgh Business Times methodology,Click Here