Planning to Sell Your Business

Selling a business is often the biggest financial event of an owner's life. It can bring complicated tax questions and a large sum to invest, all at once. We help business owners in North Royalton and across Northeast Ohio plan for both.

Who is this for?

• Owners thinking about selling in the next few years
• Owners who have recently sold and need a plan for the proceeds
• Owners who want to know what a sale would mean for their retirement

How do we help?

Before the sale, we look at what it could mean for your income, taxes and retirement, and we work alongside your CPA and attorney as they advise on the deal. After the sale, we build an investment and spending plan for the proceeds that fits your goals and comfort with risk.

Talk with us

Call 216-640-7470 or email info@brookhavengrp.com to set up a confidential first meeting at our office at 13700 State Road in North Royalton.