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Salt Lake City Business Planning for Owners Who Want to Exit on Their Terms
For many owners, the business is the largest asset they will ever hold. Our Salt Lake City team helps owners across the Salt Lake Valley turn that business value into lasting personal and family wealth through thoughtful succession, sale, and exit planning.
Meet Your Salt Lake City Team
Trevor Hanson
Founder | President | Author | Wealth Advisor, RJFS
“I lead with high challenge and support. I say what others won’t, ask what others don’t, and can deliver what others can’t: purposeful, customized planning grounded in truth and care.”
Katie King
Founder | Sr. Vice President | Wealth Advisor – RJFS
“True wealth isn’t measured by what you’ve accumulated. It’s measured by the freedom, impact, and confidence you’ve created.”
Samuel Preine
Wealth Advisor – RJFS
“Confidence comes from knowing your financial decisions are aligned with your values, not just your investments.”
Why Plan Early
A Successful Exit Starts Years Before the Sale
Your company likely represents years of hard work, risk, and sacrifice, and it is often the foundation of your family’s financial future. Stepping away from it, whether through an outright sale, a merger, a family handoff, or a gradual step-back, is one of the biggest financial decisions you will make. Without a plan, a transition can leave value on the table, create avoidable tax bills, and disrupt both your household finances and the business itself. We help you map out each decision early so you can exit on your own terms.
How We Help Salt Lake City Business Owners
Exit Strategy
Decide whether a strategic sale, a merger, or a gradual step-back fits your goals, then build a timeline and deal structure designed to support the outcome you want.
Leadership Succession
Identify and develop the people who will run the company next, whether family members or key employees, so operations and culture carry on after you leave.
Sale Readiness
Strengthen what buyers look at most, including clean financial statements, a capable management bench, and a diverse customer base, before you go to market.
Tax-Aware Deal Planning
Evaluate approaches such as installment sales, trusts, charitable remainder trusts, or ESOPs that may help reduce capital gains, estate, and income taxes.
Risk Management
Spot the legal, operational, and market risks that could derail a transition, and put safeguards like key-person coverage and contingency agreements in place.
Keeping It in the Family
Address both the financial and emotional sides of a family transfer with clear governance, buy-sell agreements, and a plan for treating every heir fairly.
Selling to Employees or Buyers
Compare management buyouts, ESOPs, and third-party sales, with clear terms, financing options, and earn-out provisions that help protect your interests.
Life After the Sale
Turn sale proceeds into a long-term plan for retirement income, investing, charitable giving, or your next venture, coordinated with the rest of your wealth.
Serving Business Owners Across the Salt Lake Valley
From downtown Salt Lake City and Sugar House to Holladay, Sandy, West Jordan, and Draper, we work with founders and owners in technology, construction, healthcare, professional services, and family-owned companies. The best time to start planning an exit is years before you need one, and the next best time is today. Whether you are exploring options, developing a successor, or getting ready to sell, our team is here to help you move forward with clarity.
ApexFlow Wealth Management · 1371 E 2100 S Suite 100, Salt Lake City, UT 84105 · 801-907-5356
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