What if you don’t want to sell?

HFM Advisors Education

You’d be surprised how many times we’ve had that conversation with business owners.

They think they want to sell, but then we ask them, “Okay, what are you planning to do for the next 20, 30, 40 years?”

And, sometimes, they pause and realize, yeah, maybe I don’t actually want to sell at all.

Or maybe they’ve done all the stuff over the course of a year or two to make their business a better business, one that’s making more money without them working more. And they’ve got a happier, more productive team.

The work they did to make the business more attractive to a buyer actually made it more attractive to the current owner and they want to keep it.

But here’s something you might not know: Seller withdrawal is a common cause of deals falling apart. 

They didn’t have a clear picture of what comes next, what their purpose is, and what their identity is, outside of the business.

So for all those reasons and more, maybe you’ve decided you don’t want to sell.

My job is to help you figure out what the right picture looks like for you. Which means being able to help even if you’re not ready to sell, or not interested in it.

And our team can give you 360-degree support because everyone working on our team with you knows what‘s going on, what the plan is, and what the next step should be.

We try to be a good partner and makes sure we’re sharing knowledge, which makes things easier on everybody.

So that when you talk to any of us, you get the same advice and support.

It’s okay if you don’t want to sell, or don’t think you’re ready.

We’ll help you manage your retirement plan responsibilities proactively, so you can focus more on supporting your team and growing your business. We can help with your tax strategy, your spending strategy, even your estate planning.

Just remember that it‘s never too early to start having the conversation about where you want your business to go, and what you want it to do for you, your family, and your future.

So get in touch and let’s talk about what comes next.


Book a JobWalk with me and we can start the conversation.

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GLASSBORO, NJ 08028

HFM Investment Advisors, LLC is a registered investment adviser. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. All investments involve risk and are not guaranteed. Information expressed does not take into account your specific situation or objectives and is not intended as a recommendation appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment advisor to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

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Jason

Jason Gabrieli, CFP, CEPA

How can you have fewer questions from your employees and better outcomes during plan changes? By starting with clear communication.

Disclosure: HFM Investment Advisors, LLC is a registered investment adviser. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. All investments involve risk and are not guaranteed. Information expressed does not take into account your specific situation or objectives and is not intended as a recommendation appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment advisor to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

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