Turn A Business Sale Into A SWOT/TOWS Plan
Use SWOT/TOWS to convert a business-sale event into strategic wealth actions.
stepper The adviser needs to translate a one-time liquidity event into a strategy that connects strengths and opportunities while reducing weaknesses and threats. SWOT is useful when it moves beyond listing. TOWS asks what actions follow from the internal and external factors. The common trap is making a pretty 2x2 and stopping there. A static SWOT can describe the situation without changing the plan. Step 1 List internal strengths and weaknesses: cash-flow discipline, low debt, limited investment experience, and concentrated tax exposure. Internal factors are things the household controls or carries. Step 2 List external opportunities and threats: donor-advised fund…
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