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Maximizing the Value of Your Business

Family owned businesses are essential to the US economy, yet only a fraction of these businesses will survive into the second or third generation. The ultimate reasons for failure are varied but include, among others, federal estate taxes, lack of a proper succession plan and family conflict.

We can work with your accounting and legal advisors to help you build and implement a plan to help maximize the value and secure the health of your business by addressing issues including:

  • Business Succession Planning
  • Buy-Sell Agreements
  • Tax and Estate Planning
  • Exit planning

Sagemark’s name and reputation have been built on servicing each client as if they were our only client. The personal attention and concierge-like service we provide is one of the primary reasons that many of our clients become partners in both business and life.

Meet Larry and Kim*

Larry is a successful franchise owner with 36 locations. He and his wife Kim have three grown children ranging in age from 25 to 30. In addition to their businesses, the couple owns significant real estate holdings. While their net worth and Larry’s income are very high, Larry and Kim were beginning to think about retirement and what this would ultimately mean for Larry’s business and their investments.

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Articles of Interest


*Case study. The names have been changed for privacy reasons. Results will vary from those described based on specific factors such as total assets, risk tolerance, time horizon, and other items.