You're About to Sell Your Business. What Happens Next? | A $20 million business exit case study
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You're About to Sell Your Business. What Happens Next? | A $20 million business exit case study
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Les and Angela are looking at $15.9M — an $8M business sale on the table, a testamentary trust, an SMSF holding the company premises. On paper, they've made it.
Cam and Chris sit down with a case study built around a couple in that exact spot: Les is 67, Angela's 63, three adult kids, a parent with dementia, and a business sale that's about to change everything. The hard part isn't the money. It's figuring out what the money's actually for — how to help the kids without creating dependency, hold onto the beach house and city place as the family's home base, and protect what they've built if a relationship breaks down.
They work through the six buckets they'd use with a client like this — lifestyle, freedom, family, protection, care, legacy — and get into where it actually gets tricky for people who've won the game but haven't worked out what to do next.