Your Legacy
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01.
Consultation
We start with a free consultation to learn more about your business and your personal goals. This is an opportunity to chat, explore your options, and see how we can best support you on your journey to retirement.
Valuation
We help you get your business ready for sale by conducting a detailed valuation. We’ll work with you to organize your financials, tidy up your books, and make sure everything’s in great shape to attract the best buyers.
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Exit Strategy
we’ll create a custom exit strategy that fits your goals. Whether you’re looking for a quick sale or a gradual transition, we’ll develop a plan that aligns with your vision for retirement. Plus, we’ll help you navigate tax strategies to make sure you keep more of what you’ve worked so hard for.
Legacy Preservation
We know your business is your legacy, and we’ll make sure it continues to thrive after you’ve stepped away. We’ll find the right buyer who shares your values, so your business can grow and succeed while preserving everything you’ve built.
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Why Choose Cleopatra Capital?
Personalized Exit Plans
We understand that no two businesses are the same. We work closely with you to develop a customized exit strategy that aligns with your personal and financial goals. Whether you're looking for a quick transition or a gradual exit, we’ll tailor the plan to suit your needs.
Maximize Value with Strategic Tax Planning
Selling a business can have significant tax implications. Our team is skilled in creating tax-efficient strategies that help you keep more of the sale proceeds. From capital gains planning to tax deferrals, we’ll ensure your retirement is as financially rewarding as possible.
Legacy Preservation
Your business is more than just a company—it’s your legacy. We’re committed to finding buyers who will continue to uphold the values, culture, and vision you’ve built, ensuring that your business thrives long after you’ve stepped away.
Expertise in Small Business Transitions
With years of experience in helping small business owners transition to retirement, we understand the unique challenges of small businesses. From handling sensitive employee matters to navigating buyer negotiations, we’ll guide you through every step of the process with confidence.