Rollover Equity & Wealth Strategy

WEALTH PLANNING STRATEGIES

Entrepreneurs may be missing a powerful opportunity by not exploring planning options for rollover equity when they sell their company.

Selling your company to a Private Equity firm affords you many potential benefits, one of which is the ability to rollover equity and defer a portion of the gain realized on the sale of your business. While sellers typically focus on the sale timing and structure, they may be missing a powerful opportunity by not exploring planning options for their rollover equity.

Now what?

In this second installment of our series, ONWARD! Charting the Next Phase of Your Entrepreneurial Life, we lay out why entrepreneurs need to think about options regarding planning strategies with rollover equity — strategies that can assist in generational wealth transfer and minimize the tax impact of the transaction on the table. But they need be looking at this BEFORE they sell their company, if possible. 

Robin Petty Managing Director and Head of Wealth Strategy

Robin Petty

Managing Director and Head of Wealth Strategy | NewEdge Wealth

Read Robin’s Bio

DIGITAL DOWNLOAD

Rollover Equity & Wealth Strategy

The Sharpening Stone
Fill out the form below to request your copy of this insightful white paper.

 

* indicates required
Are you currently a client of NewEdge Wealth? *
Type of Investor *

Articles, Webinars and Events

Fearless Women: Women in Cannabis

Fearless Women: Women in Cannabis

The cannabis industry is changing rapidly and the conversation amongst investors is no longer taboo. With the legalized cannabis industry now projected to exceed $43b in revenue by 2025, the space is rapidly gaining attention.

read more
Playbook for Market Volatility

Playbook for Market Volatility

Periods of market volatility always raise two questions: how much further down do we have to go and what actions should we take in response? Unfortunately, the former cannot be known with certainty and is outside of our control; however, the latter is within our control.

read more
The Ideal Transaction

The Ideal Transaction

Joined by NewEdge Wealth’s Ghislain Gouraige and Robin Petty, the panelists discuss best practices for entrepreneurs looking to sell their business, real-life success stories and pitfalls, and what they can do to prepare for the deal process.

read more
An Update on the Fixed Income Market

An Update on the Fixed Income Market

Municipal bonds, the mainstay fixed income security for retail and ultra high net worth investors, started 2022 as “expensive” when measured as a percentage of Treasuries. That changed in a seeming blink of an eye.

read more
Fireside Chat: Market Update with Lee Cooperman

Fireside Chat: Market Update with Lee Cooperman

Listen in as Rob Sechan, CEO and Co-Founder of NewEdge Wealth, and Lee Cooperman, Chairman and CEO of Omega Family Office, Inc., and Investment Advisory Board Member of NewEdge Wealth, discuss their general market thoughts and what the possible catalysts could be for a significant market decline.

read more
The Ten Surprises of 2022

The Ten Surprises of 2022

The definition of a “surprise” is an event that the average investment professional would assign a one-out-of-three chance of taking place, but these are events Blackstone believes are probable, having a better than 50% chance of occurring.

read more