You Sold the Business. Here is what changes when Brad is the one helping you plan what comes next.
Not another explainer on deal structure. This is what it actually looks like to work through what happens to the proceeds, with an advisor, once the transaction itself is done.
Your attorney handles the transaction. What happens to the money after that, the tax structure, the timing, the next step, that's not a legal question. It's mine."
Brad Blackburn, Dyadic Financial Management
Audit, Engineer, Sustain, applied to your Business Sale
Every engagement starts with the same three steps. Here is what each one covers when the assets in question just changed hands.
01 · AUDIT
What you actually received
✓ Full review of sale proceeds, structure, and timing (lump sum, installment, escrow)
✓ Tax exposure mapped before the first dollar moves anywhere new
✓ Existing accounts and investments reviewed alongside the new proceeds, not separately
02 · ENGINEER
A plan for what comes next
✓ A tax-aware plan for what happens to the money, built around this specific sale
✓ South Carolina-specific tax treatment addressed directly, not assumed from a national default
✓ Coordination with your attorney and CPA so nothing is duplicated or missed between specialties
03 · SUSTAIN
Once things are settled
✓ Ongoing monitoring as the plan plays out and your own goals take shape
✓ AdjustmentsAdjustments as markets, tax law, and your circumstances change
✓ A standing point of contact, not a one-time transaction
hear it from brad
If you are selling or sold your business, here is how I would actually work with you
A short, direct conversation. No pitch, just what it looks like working with me.
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This is what we would actually be doing
Two of our services map directly to a business sale. The rest of the practice is there if your situation calls for it.
Distribution Planning
Inherited IRAs and other tax-deferred accounts come with distribution rules that carry real deadlines. We build the withdrawal schedule around your tax picture, not a generic default.
We serve as a fiduciary in advisory relationships. Through LPL Financial we operate independently, so what we recommend is what we believe is right for your situation. Securities and advisory services are offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.
A full-time fiduciaryWe serve as a fiduciary in advisory relationships and are legally required to act in your interest.
Independent, through LPL FinancialNo proprietary products to sell and no quotas to meet.
You are not a ticket numberA deliberately sized practice, so your portfolio gets individual attention.
Not sure we are the right fit?That is a fair outcome of a first conversation too. We would rather tell you plainly than take on a relationship that is not a good match.
