For many owners, most wealth sits inside the business. Readiness does not mean "sell now"; it means your personal plan works - legacy, taxes, cash-flow, and portfolio - whether you keep building, take partial liquidity or pursue a transition when the timing is right.
When most of your wealth lives inside one asset, timing and terms matter more than anything.
The number that funds your plan is after-tax and after-fees, not just headline valuation.
Markets, health, partners and industry shifts create windows. Readiness = the ability to say yes (or no).
Investing, cash flow and purpose need a plan well before any closing date.
Quick answers about our approach, accounts, and process.
Owners preparing for future succession or transition - whether that's 1-2 years out or much further - who want fewer surprises and more control.
We do not perform valuations. We frame planning ranges and can coordinate with valuation / M&A professionals if you choose to explore that path.
Great - our ongoing cadence keeps the plan current so that you can say yes or wait without rushing.
The earlier, the better - ideally 3–5 years before a potential transition, but even 10+ years out we can align taxes, cash-flow and estate basics and keep you option-ready.
Rayburn West Financial Services is an independent, fiduciary wealth advisory firm based in Tennessee, helping clients build, preserve and transition wealth through tailored investment management and coordinated financial planning.
© 2025 Rayburn West Financial Services LLC. All rights reserved.
Rayburn West Financial Services (“RWFS”) is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. Advisory services are only offered to clients or prospective clients where RWFS and its representatives are properly licensed or exempt from licensure. All content is for informational purposes only and should not be considered investment, legal or tax advice. For additional information, please see our Form CRS and ADV Part 2A. Custody and brokerage services are provided by Charles Schwab & Co., Inc. ("Schwab"), a registered broker-dealer and member SIPC. Schwab and RWFS are separate, unaffiliated companies. Schwab does not endorse or recommend any advisor or investment strategy. CEPA and Value Acceleration Methodology are trademarks of the Exit Planning Institute (EPI). Use with attribution for educational purposes only. RWFS is not affiliated with EPI.
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