Business Succession Planning Newport Beach
You've Built a $10M Business. Now Let's Plan Your Exit.
Experienced Business Succession Planning for Orange County Entrepreneurs. Preserve what you've built, address your tax exposure, and pass on your legacy.
Are You Facing These Business Exit Challenges?
Most business owners face complex financial decisions before their exit. You're not alone.
Tax Burden on Business Sale
Selling your business could trigger significant capital gains taxes. Without proper planning, you could lose a substantial portion of proceeds to federal and state taxes.
What to Do With Proceeds
You've never managed a large sum in liquid assets before. Where do you invest it? How do you generate income? How do you manage it through market changes?
Timing Your Exit
Should you sell now or wait? What if the market changes? What if your business value decreases? The timing decision could mean a significant difference.
Preserving Family Wealth
How do you help your family benefit from your hard work? How do you pass wealth to the next generation tax-efficiently?
How Highway One Capital Helps
We've helped Orange County business owners navigate successful exits and preserve their wealth.
Tax-Efficient Exit Strategies
We coordinate with your CPA and attorney to structure your exit in the most tax-advantaged way possible, potentially saving hundreds of thousands in taxes.
Post-Sale Wealth Management
Strategic asset allocation, income planning, and risk management designed specifically for business owners who've recently exited.
Legacy & Estate Planning
Preserve your wealth for future generations through trusts, estate planning, and gifting strategies that seek to manage estate taxes and maximize family benefit.
Our Process: Clear, Strategic, Personal
Three steps to a successful business transition.
Business & Financial Assessment
We evaluate your business value, personal financial situation, tax exposure, and exit timeline to develop a clear picture.
Succession Strategy Design
We create a comprehensive exit plan addressing tax strategy, wealth preservation, income needs, and legacy goals — coordinated with your CPA and attorney.
Execution & Transition
We implement the plan, manage the transition of assets, and provide ongoing wealth management and support after the sale is complete.
What Our Clients Are Saying
This testimonial is from a current client of Highway One Capital. The client has not been compensated for this testimonial and does not receive any material incentive for providing it. This client's experience may not be representative of the experience of other clients, and is not indicative of future performance or success.
Ready to Preserve Your Business Legacy?
Schedule a complimentary, no-obligation consultation with Tim Woodall or Dustin Raring. We work with business owners in Newport Beach and Orange County with a minimum of $3M in assets.