
“Off the Wall” Blog
Sell My Business
With the sale of your business approaching, you have a need for meaningful advice from a collective mastermind. A written plan that you’ll tuck away in your safe and never look at again just won’t do–a comprehensive Private Wealth Design, on the other hand, we’ll continuously revisit, adapt, and adjust to suit your life and goals as they evolve.
With a big change coming down the road and a lot of unknowns, you need to know you have enough—to live on, to pass on, to provide for. Seeing all your business exit options and understanding our opinion on why it’s worth considering one over another, will help guide you through a successful business exit, providing you clarity and a sense of security.

Grab your copy below!
Articles on Selling a Business
The Complete ‘Selling a Business’ Checklist: For Our No-Stone-Left-Unturned Folks
As you think about selling your business, you may feel overwhelmed by the complexities that demand your time and attention. You’ve spent years transforming an idea into a thriving company and...
The Importance Of Succession Planning Sounds Like A Broken Record: But Don’t Ignore It
There’s no way to put enough emphasis on the importance of succession planning. Consider for a moment all that you do for your business–from all of the major strategic decisions to the small daily...
Retirement Plans for Business Owners
Are you one of the 62% of self-employed Americans putting your cash exclusively in a savings account, even money earmarked for retirement?1 If so, you are missing opportunities to reduce your taxes...
Planning For Liquidity: 6 Actions to Take
Here are 6 actions business owners should take when planning for liquidity. Despite the shaky U.S. economy, many entrepreneurs continue to start and grow their businesses here and amass great wealth...