Client Case Studies - Beacon Pointe Advisors

Deciding Whether a $28 Million Offer Was Enough

When a business owner receives an unsolicited offer, the decision may involve more than comparing the offer with a possible…

When one buyer makes an offer for a business, owners may need to weigh the offer against their financial needs…

But “Enough” Kept Moving A 54-year-old law firm partner had approximately $3.7 million invested. Every time his wealth increased, so…

But His Exit Wasn’t Ready A 64-year-old equity partner had accumulated enough wealth to retire. Financially, he could stop working.…

When a business sale is approaching, owners and their families may face many financial, tax, estate, charitable, and investment decisions…

But His Financial Life Still Depended Too Much on Him A 70-year-old attorney had substantially reduced his practice and considered…

Until We Tested What Staying Was Worth A 67-year-old law firm partner was financially secure but continued postponing retirement. “Maybe…

It Was Really Several A 59-year-old senior partner with approximately $8 million invested expected to retire within several years. He…

But Still Didn’t Know If He Could Step Back A 57-year-old law firm partner had approximately $5.8 million in investable…