Meet Your Exit Planning Team:

The Experts Guiding Your Transition

A successful business transition takes a team of specialized professionals working in harmony to achieve the best possible outcome for you, your business, and your legacy. To ensure your business continues to thrive through this process, we take on the role of quarterback, coordinating the efforts of each expert to keep the transition on track and moving forward.

Here’s an overview of key players typically involved in a transaction, the roles they play, and how we ensure everything comes together for a smooth and successful exit.

The Quarterback:

American Dream Legacy Advisors

• Set Clear Goals: We begin by understanding your personal, financial, and business goals so we can tailor the transition to meet your objectives.

• Coordinate the Team: We manage communication and coordination between all advisors, ensuring each person is focused on their responsibilities.

• Maintain Momentum: We keep the process moving by driving accountability, adhering to timelines, and keeping you informed at every stage.

• Ensure a Smooth Transition: By managing the intricate details and ensuring all elements align, we help you execute your transition while minimizing disruption to the business.

Financial Advisor

• Align personal and financial goals with transition plan.

• Manages post-exit wealth and financial security.

• Provides tax-efficient strategies for maximizing financial outcomes.

Estate Attorney

Corporate Attorney

• Manages wealth preservation and estate tax minimization.

• Creates wills, trusts, and charitable giving strategies.

• Plans for wealth transfer to future generations.

• Drafts and reviews legal documents and agreements.

• Negotiates deal terms and protects your legal interests.

• Ensures compliance with regulatory and legal standards.

Family Members / Advisors

• Act as key stakeholders in during transitions.

• Provide insight into family dynamics and legacy planning.

• Help ensure family goals align with business decisions, particularly in succession planning or family wealth transfers.

• Positions the business for sale and identifies potential buyers.

• Manages the M&A process.

• Ensures you receive the best price and terms for your business.

Investment Banker

• Provides strategic oversight and guidance during the transition.

• Helps evaluate key decisions related to the exit process.

• Ensures the business’s long-term vision and mission are maintained.

Board of Directors

Understanding Business Buyers

Explore the advantages and challenges of different business buyer types—including private equity, strategic, employee, management, family, and financial buyers—to find the ideal match for your company's future.