Talking to an expert is a good idea.

There are planning opportunities that can require up to 2 years in advance to make sure you don't lose the $750,000 ($800,000 in 2014) capital gains exemption on a share sale. What is your business worth and are there buyers? It might be a good idea to get a certified business evaluator like Mike Berris at Smythe Ratcliff involved, or contact a talented group like Sequoia Mergers & Acquisitions. And what do you actually need from the sale of your business? Start with a retirement plan, we can help! Call Cindy David at Cindy David Financial Group

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