To us, your business is always personal At Finnerty Partners, we recognize that when you have built a business from the bottom up, the decision to step away, whether through sale or family succession, is never easy. In fact, we have seen that it is often life-changing—for founders, owners, their families and those next in line. From our experience working closely with business owners at varying stages of the selling process, we believe you can never begin preparing too early. Our early involvement in the planning process can add significant value to your strategy.
Educating entrepreneurs Our team understands the passion and vision that is necessary to build a successful company—and the concerns that often arise when transitioning your ownership role. Will Finnerty is a leader of entrepreneurship, having shared his knowledge and passion as an award-winning adjunct professor of entrepreneurship at Georgetown University’s McDonough School of Business for 16 years. Since 1995, our team have served entrepreneurs and their families across the country.
As a distinguished UBS Private Wealth practice, we’re dedicated to bringing an informed business perspective, along with market insight, planning acumen and uncompromising service to your entrepreneurial vision. Working together, we’ll help ensure it creates the best outcomes for your family and your future.
“When it comes to managing your wealth our team has one simple rule: everything matters.”
— Will Finnerty
Though our clients often choose us for our comprehensive wealth management experience, we look beyond the tactical guidance and take a much more expansive view of our role. We commit to understanding you, your family, business and personal priorities, as well as your total financial picture. With our rich tradition of advising the most accomplished individuals, we are not only well-positioned to provide highly specialized guidance, but to also directly access and execute solutions with ease and efficiency so you can leave a purposeful legacy.
William Finnerty is as an industry leader
Will Finnerty has received local and national recognition for his experience and commitment to his clients, their families and the entrepreneurial community.
Accolades and designations
- Forbes, Best-In-State Wealth Advisors, DC, 2021
- Barron's Top 1,200 Financial Advisors, 2019, 2020, 2021
- UBS Private Wealth Advisor
- Certified Exit Planning Advisor®
- Certified Investment Management Analyst®
- Certified Private Wealth Advisor® (CPWA®)
- Top finance graduate at Georgetown University’s McDonough School of Business in 1994
- Awarded the ML Award for Academic Excellence in Finance
Plan strategically to exit confidently
For more than 25 years, our team has built lifelong relationships with entrepreneurs nationwide. We’ve addressed the full cycle of their goals—from start-up to growth to sale or succession—while also helping them pursue other critical planning and investment priorities.
The more financial planning you do in advance of the sale—or even before an offer to buy is made—the better your foundation for all the steps that follow.
Our team has a disciplined process of asking questions and gathering all the facts and emotional drivers that can impact your exit strategy and the success of the final outcome. What are some of the factors we need to consider? We’ll help you ask the right questions before taking any action. Here are the top 10 transition planning considerations we’ll address with you.
- Assemble your team of advisors
- Prepare your company to help maximize value
- Prepare your family
- Plan for income taxes
- Address wealth transfer
- Time your exit
- Identify charitable and legacy goals
- Review your estate plan
- Invest the proceeds
- Understanding your transition options
To help inform our recommendations, we’ll coordinate with your attorney and tax advisor, as well as our network of both third-party and UBS experts in:
- M&A advisory services
- Private equity and debt financing
- Risk management
- Trust and estate planning
- Tax management
Our priority is to access all of the resources you may need to pursue your wealth planning, preservation and legacy goals, which may include transitioning your business to:
You can gift and/or or sell your business to family members. Some techniques will provide you with retirement income and let you transfer the business at a discount, saving estate and gift taxes. Most let you keep some control.
You can have reciprocal buy/sell arrangements with each other, so that when one of you is ready to retire or dies, the other automatically buys his/her share of the business.
An employee stock ownership plan lets your employees enjoy the benefits of ownership, yet you can keep control until your retirement or death.
Charitable trusts can provide income, capital gains and estate tax savings.
Building a company will always be one of your greatest achievements. What’s next for you, your family and your future? We believe there’s so much ahead— more financial, personal and professional decisions to make. Life post-sale will be different, but full of possibilities. Our team will work with you to explore your ideas, your dreams and the wealth issues you may need to address. Our goal is to help you manage unforeseen risks, preserve what you’ve achieved and ensure your wealth is there for you to use as you wish, when you need it.
Why exit planning? It’s more valuable than you think.
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