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Beth A. Botti, CFP®, ChFC, CLU, CDFA™
Financial Consultant
California Insurance License #0G24537
612 Wheelers Farms Road, Milford, CT 06460
Phone: 203-877-6556 Ext. 169
Fax: 203-301-0736
Email: beth.botti@equitable.com
September/October 2025
Deciding to Sell a Family Business
Selling a family business can be an emotional and complex process. You've likely poured your heart, soul, and years of labor into building something special. Before jumping into the sale, keep these things in mind.
Don't Rush Things
Ensure the business is in tip-top shape. Optimize your operations, settle any debts, and clean up financials. Next, think about the timing. Is the market favorable for selling in your industry? You don't want to rush just because you feel it's time. Make sure you capitalize on the right moment.What's Your Motivation?
Have a clear idea of what you want from the sale. Is it all about maximizing profit? Or do you want to ensure the business is left in good hands? Your motivations will guide the deal.Executing the Sale
A financial advisor specializing in mergers and acquisitions can provide invaluable advice and help you navigate the complexities of selling a family business. This could save you headaches and potentially increase your selling price. Transitioning a family business isn't just a financial transaction; it's about preserving a legacy, so take your time to figure out what's right for you and your family.GE-8047441.1(6/25)(Exp.6/29)
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Duly registered and licensed financial professionals offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA,SIPC (Equitable Financial Advisors in MI & TN), offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor, and offer annuity and insurance products through Equitable Network, LLC (Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc.). Equal Opportunity Employer - M/F/D/V. Equitable Advisors and its associates and affiliates do not provide tax, accounting, or legal advice or services. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your connection to this website does not necessarily indicate that the sender is able to transact business in your state. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm's Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.
GE-6572038.1 (4/24)(Exp. 4/26)
CFP®, and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
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