Happy Tax Day 2024

It's Tax Day—time to kickstart your planning!

It's Tax Day—time to kickstart your planning! So, you're mulling over selling your business and pondering your legacy? Well, first things first:

Take a deep breath in (three times, no less!), and let it out just as many. Feeling a bit overwhelmed? No worries! Just breathe, relax, and let's zone in.

Forget all the noise you've heard about transitioning your business. Keeping an open mind can lead to fantastic opportunities. Brace yourself for some game-changing shifts in thinking.

1. Preparation:

You're here because you're ready. We often hear from doctors and industry insiders who ask, "When's the best time to start working with your firm?" The answer is simple: NOW. Selling your business, when done correctly, is a long game. Here at Wicklow, we make sure you've got the dream team (think CPA, Attorney, Financial Advisor) by your side. We'll run a thorough valuation and market analysis to give you a clear picture of where your business stands today. And if those numbers don't excite you? We've got plenty of ideas to boost your business's value.

What do YOU want? That’s what we're here to find out—your goals, not anyone else's. Unlike other firms that won't even chat unless you're selling to a specific type of buyer, we're different. We cater to all healthcare business owners, not just a select few. Stick with us, and let's explore these possibilities together.

2. Realization: 

It's completely okay if you're not ready to sell. Maybe you're just toying with the idea, and that's perfectly normal. Channel that energy into something constructive. Reflect on these questions:

• Are there areas of the business I'm out of touch with?

• How focused am I on the financial health and operational efficiency of my business?

• Have I really thought about what's next in my life and career?

• What’s stopping me from seeking advice?

At Wicklow, we're here to help you tackle these questions and more. We know these decisions are emotional, financial, and deeply personal. Why go it alone when you can have a trusted advisor by your side to lighten the load?

3. Communication:

Ready to talk? Grab your phone, boot up your laptop, or just tap on your smartphone to visit our website. Drop us an email or give us a call.

We're not just people who understand your business; we get what you're going through. Thinking about your legacy is no small feat. Maybe you've got offers from corporate buyers, or maybe you're wondering why there haven’t been any bites. Perhaps you've heard there’s no market for your business. Let’s have a conversation and separate fact from fiction.

Whether you end up working with Wicklow or not, remember—there are professionals out there who are ready to help you make one of the most crucial decisions of your life. If this message strikes a chord with you, why not reach out to Wicklow Healthcare Advisory? You’ll be glad you did when you take that final step and chat with us. 

Ready to start the conversation with Wicklow? Click here and let’s chat!