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Retail Exit Planning

Helped a small retail business plan and execute a smooth ownership exit, aligning financial goals with retirement planning.

Project Overview

A long-time retail client was ready to exit but lacked a clear plan. We guided them through valuation, tax-efficient planning, and legal prep to ensure a smooth and profitable transition. The result: a clean handoff, minimized taxes, and peace of mind.

What We Did

We started with a full financial review and business valuation. Then, we designed a tax-efficient sale structure, prepared due diligence materials, and supported through negotiations.

Business valuation and review

Exit tax strategy planning

Due diligence prep and support

Buyer negotiation assistance

Transition documentation setup

NovaCart Inc.

NovaCart Inc.

Client Benefit

Before, the client felt uncertain and overwhelmed about selling.

Now, they exited confidently, retained more value, and transitioned smoothly into their next chapter.

Client Name

NovaCart Inc.

Location

Austin, Texas

Industry

Retail

Duration

2 Months

Check Our Services

Growth & Exit Planning.webp

Growth & Exit Planning

Plan your next big move whether it’s scaling up or stepping away with strategic financial guidance and planning.

Business Entity Formation.webp

Business Entity Formation

Start your business with confidence through expert guidance on structure, registration, and tax implications.

Bookkeeping & Reconciliation.webp

Bookkeeping & Reconciliation

Reliable, accurate bookkeeping that keeps your records up to date and ready for smarter financial decisions.

Budgeting & Forecasting.webp

Budgeting & Forecasting

Build a forward-focused financial plan with precise budgets and forecasts tailored to guide strategic decisions.

Sales Tax Compliance.webp

Sales Tax Compliance

Ensure accurate, timely sales tax filings and multi-state compliance with tailored support that simplifies complexity.

Tax Planning & Strategy.webp

Tax Planning & Strategy

Smart, proactive tax strategies designed to minimize your liabilities and align with your long-term financial goals.

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