Business Monetization

McGervey Wealth helps make your transition as profitable as possible.

Saying goodbye to the business you have created and grown can be an emotional process.  At the same time, this is your chance to maximize the wealth-building opportunity of a business sale, so disciplined, prudent thinking is a must.  That’s where McGervey Wealth Management comes in.  We’re business monetization and transition experts, and we can help you make the most of this opportunity.

Business owners prefer McGervey Wealth for our unique, full-service process and practical strategies.  We’re here to help you optimize the wealth generated from this move, make the transition seamless and assist you in your efforts to secure your financial future after you retire.

Don’t put all your money into the business.

We’ve all heard the old adage to “always reinvest your profits”.  Sure, that’s great for your business, but what about for you?

As a business owner, you’ve put your business first.  As your business matures, however, you need to also look after yourself.

McGervey Wealth is preferred by business owners because we understand your conflicting priorities.  We will help you work on your business finances so your business will be an attractive asset to sell.  At the same time, we can help you optimize your personal wealth, too.

We’ll look to maximize the value of your business while minimizing tax liabilities; manage a smooth succession; and deploy resources from the sale to your best advantage.

Business owners trust the business experts.

McGervey Wealth Management knows the best practices and proven processes that help business owners successfully exit their businesses. “We don’t rest when it comes to this,” says Mike McGervey. “We’re always making our processes even better.  I know all business owners can relate to this.”

Whether you want to sell your business outright or have us help you identify other options, we’ll help you manage both the sale and the transition seamlessly and efficiently. We also do everything based around clear, consistent communications that let you know what’s happening, what’s about to happen, and any scenario of what could happen.  This helps you move the sale of your business forward while you continue to keep the business successful.

Together, we look for ways to maximize your business valuation by evaluating its process, people, and systems, as well as searching for opportunities to improve business valuation.

Succession can be a complex and emotionally charged time in your life, but we use education and insight to make it less stressful for you. We recommend timing and identify candidates. We also take you through a monetization strategy that takes into account both internal and external potential stakeholders and their influence on an outcome. McGervey Wealth studies structure, transition, and earn-out options; compares financing terms and risks; considers tax implications, and redeploys cash flow to help you achieve your long-term financial goals.

Most importantly, we’re good at helping business owners make this experience a confident move into an optimistic future rather than one focused on the unknowns and loss of past identity.  You gave so much to your business, and McGervey Wealth Management wants you to get all you deserve when you do finally say goodbye.

We’re good at helping business owners make the succession experience a confident move into an optimistic future rather than one focused on the unknowns and loss of past identity.