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STRATEGIC PLAN TO SELL FAMILY BUSINES TO RETIRE 1



Strategic Plan to Sell Familybusiness to Retire

Strategic Financial Plan to Sell Family Business to Retire at 60’s Age

YazidCamacho

University of Dallas

STRATEGIC PLAN TO SELL FAMILY BUSINES TO RETIRE 2Abstract

A Mexican restaurant has been a familybusiness since 1970. Taking in consideration that the
Social Security income will not be enough for retirement years and we have decided to retired
next year ,we are planning to sell the restaurant,because we want to enjoy our elderly years.
The total income for the restaurant sale it is estimated in $1,000,000. Therefore, we need to
estimate the monthly expenses to have a better idea how todistributed the revenue in order to
take the best decision and how and where we can invest the income for the next 7 years. We had
been investigating the best options to invest the revenue fromthat sale. There are different
options from Stocks, Short & Long Term Funds, Real State, etc. Based in the actual
and near future economic environment the plan for retirement need to beflexible to the changes
in the upcoming years to get the best results and in order enjoy the next years.

STRATEGIC PLAN TO SELL FAMILY BUSINES TO RETIRE 2According to experts sell a business family is something that needs to be planned carefully. We
have to cover different aspect as the goodwill, the competitors, the possibility to expand and the...