Case Study: Post-Sale, a Young Entrepreneur Faces an Age-Old Question: Now What?

Executive Summary

In 2009, Andy, a successful young business owner, received a compelling and unexpected offer from a larger competitor and sold his business, with limited pre- or post-transaction planning in place. As a result, Andy and his family were faced with the complexities that accompany a significant liquidity event and the uncertainties of navigating life beyond his business. By engaging the specialists at Caprock, who are familiar with such scenarios and experienced in addressing the resultant financial, professional, and personal challenges, Andy and his family transformed a potentially volatile scenario into a well-conceived and well-executed long-term blueprint for success on all fronts.

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Date

January 26, 2024

Category

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