BERNSTEIN BUSINESS ADVISORY SERVICES

Helping You Maximize Wealth When Selling Your Business

Whether you are contemplating a partial or full sale of your business, or are currently in the midst of a sale transaction, Bernstein can help you maximize your wealth.

SERVICES WE PROVIDE

GETTING THE DEAL RIGHT FOR YOU

• Our team of experienced professionals can provide you with a timely analysis that calculates the probabilities that a deal will meet your spending, legacy, and philanthropic goals

• Using our proprietary Wealth Forecasting SystemSM, we integrate (1) potential deal structures (e.g., asset and stock sales, leveraged recapitalizations, earn outs, and sales to ESOPs); (2) post-transaction investment scenarios; and (3) tax and estate planning strategies for one or multiple generations, to assess how different transactions and strategies will benefit your long-term family wealth
  

OFFERING POST-SALE LIQUIDITY ADVICE

• How a business owner invests sale proceeds is a critical part of
  the planning process; the wrong strategy can jeopardize all the
  work you undertook to maximize the value of your business
  
  
• Our innovative approach to asset allocation tailors the
  combination of return-seeking and risk-mitigating assets
  to your financial objectives, dynamically adjusting the mix in
  accordance with our near-term research

• Bernstein offers a broad range of investment services, including equities, fixed income, alternatives, and integrated risk management
  

• Since we manage all the investment services, we can create a diversified portfolio specifically tailored to meet your risk/return objectives
  

• As the asset manager, we provide you direct access to our investment professionals managing the funds
  

PLEASE CLICK ON THE ATTACHED PDF TO VIEW ALL OF OUR SERVICES.