When your client is selling their business, it’s about more than the deal.
Yes, they need help with valuations, taxes, and planning. But underneath all that? They’re thinking about what comes next. What kind of legacy they’ll leave. Who they’ll become when the business is no longer theirs.
That’s where most advisors miss the mark.
The best advisors show up differently
The advisors who stand out aren’t just great with numbers. They connect with clients – they know a business sale isn’t just financial, it’s personal.
Philanthropy opens a door most clients aren’t thinking about. It’s how an advisor can add value beyond the deal and build deeper trust and relationships.
Listen for moments like, “We want to do something meaningful,” and be ready.
It’s a powerful shift from transactional to transformational. You’re no longer just an advisor. You’re a partner who sees the whole picture.
Philanthropy opens doors others can’t
When you bring up charitable giving early in the exit process, you help your client explore what matters to them. That conversation creates trust, clarity, and—often—family engagement that goes well beyond the sale.
It also gives you a natural way to introduce strategic tools like donor-advised funds (DAFs). With a DAF, your client can:
- Contribute business shares before the sale
- Eliminate capital gains tax on those shares
- Claim a charitable deduction (up to 30% of AGI)
- Take their time deciding where to give
This is how you build lifetime clients
Legacy conversations create long-term loyalty. When your client feels understood—not just advised—they stay. And they bring others with them.
You don’t need to be a philanthropic expert to do this well. You just need to ask the right questions—and bring in the right partner.
That’s where Ren comes in
We specialize in helping financial advisors and business transition consultants unlock charitable opportunities during complex transitions.
We help you look good. We help your clients give smarter. And we make you the advisor they trust for every big decision to come.
Learn more at reninc.com
Need help with a client right now? Reach out: [email protected]
