February 10, 2022
Business Transition Planning, Family Office Services, Insights
Robert Wermuth, CFP®, CLU®, ChFC®, AIF®

Asset vs Stock Sale: This really basic topic is often misunderstood.

Your business is only worth what a buyer is willing to pay, and what a buyer is willing to pay is based on the structure of the sale, whether it’s an asset or stock purchase. I thought the attached article spells it out simply. There is no magic here, there are two approaches to the same transaction. However, the net proceeds to the seller could be dramatically different. Find more information on the 5 Ways to Transfer Your Business on legacy-online.com.

Rob Wermuth is a senior partner with Legacy Planning who combines nearly 30 years of financial services experience with cutting-edge technology to deliver to his clients integrated solutions to simplify their complex financial reality. He specializes in documenting goals and developing strategies for significant life events, including: corporate succession planning, estate planning and establishing or managing a family foundation.

Lehigh Valley

3440 Hamilton Blvd
Allentown, PA 18103

Horsham

110 Gibraltar Road, Ste 227 Horsham, PA 19044

West Chester

228 W Gay Street
West Chester, PA 19380

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. The Financial Advisors associated with this website may discuss and/or transact business only with residents in states which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

2023 Forbes Best-In-State Wealth Advisors, created by SHOOK Research. Presented in April 2023 based on data gathered from June 2021 to June 2022.
22,243 were considered, 7,321 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance.
Your experience may vary. Click here for more award information.

2023 Philadelphia Book of Lists Money Managers, created by Philadelphia Business Journal. Presented 3/2022.
Advisors were ranked by local assets under management/advisement as of 2/2022. An unknown number of Advisors were invited to submit their assets under management or assets under
advisement figures for consideration. These numbers were not independently verified. The top 29 are listed. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s
future performance. Your experience may vary. Click here for the most recent award information.

Asset vs Stock Sale: This really basic topic is often misunderstood.

Related Posts:

Lehigh Valley

Horsham

West Chester

eLegacy

Investor 360

SEI