Welcome to Foresight Financial Strategies

You built the business. Let's plan what comes after the sale.

Selling a business is often the largest financial event of an owner's life. We help you prepare years ahead, coordinate with your attorney and CPA through the sale, and put the proceeds to work for the life you want next.

Schedule A Conversation

This page is for business owners who are:

  • Thinking about selling in the next one to five years.
  • Passing the business to family or key employees
  • Selling a stake, a property or a lease
  • Already talking with a buyer, broker or partner
  • Passing the business to family or key employees
  • Selling a stake, a property or a lease, such as farmland or a solar lease
  • Recently sold and deciding what to do with the proceeds
  • Looking to be acquired by private equity. 
The questions every owner faces Most owners have one number in mind: the sale price. The number that matters is what you keep and how long it lasts. Before you sign, you should be able to answer:
 
  • How much will I owe in taxes, and when?
  • Should the sale be a lump sum, an installment sale or something else?
  • Is there a trust or structure that fits my situation, and is it worth the cost?
  • How much income can the proceeds realistically support?
  • What happens to my family, my employees and my estate plan?
  • What will I do next, and what will it cost?
How we help before the sale
  • Map out what you need from the sale to retire or start your next chapter
  • Review your business structure, retirement plan and estate documents
  • Explore strategies to consider, such as trusts, installment sales, charitable planning and retirement plan contributions
  • Model the after-tax proceeds under different sale structures with your CPA
During the sale
  • Work alongside your attorney, CPA and business broker so the financial plan and the deal terms fit together
  • Help you weigh offers by what you keep, not just the headline pricePlan for cash flow while the deal closes
After the sale
  • Build an investment plan for the proceeds based on your income needs and comfort with risk
  • Set up a sustainable income plan for the years aheadUpdate your estate plan, beneficiaries and insurance coverage
  • Review the plan with you on a regular schedule as your life changes
Our processIntroductory conversation. A no-cost meeting to learn about you, your business and your timeline.
Discovery. We gather your financial statements, business documents, estate plan tax returns and goals.
Sale readiness plan. We lay out your options, the trade-offs of each and the questions to bring to your attorney and CPA.
Coordination through the sale. We stay in touch with your team so nothing falls through the cracks.
Post-sale plan. We put the proceeds to work and set up your income, investment and estate plan.
Ongoing reviews. We meet regularly to keep the plan current.
 
Working with your team
 
A business sale involves several professionals, and each one sees a different part of the picture. We don't replace your attorney, CPA or business broker. We work alongside them so the plan for your money matches the deal on paper.If you don't have an estate attorney or CPA experienced with business sales, we can introduce you to professionals we work with. You are always free to choose your own.
 
Why work with Cody
 
Cody Albrecht started Foresight Financial Strategies specifically for business owners. It is a sub-LLC under Valley Investment Plannings umbrella of services. 
He found some business owners can drastically save large percentages of assets from taxes just by having the right exit strategy in place. We hate taxes so he has focuses his practice on business sale transitions, trusts and estate planning for business owners and families. He has advised clients since 2017 from offices in Red Hook, NY and Milford, PA.
Completed executive education in wealth management at the Yale School of Management (2026)Completed an 11-week advanced trust program with the CEO of Dunham Trust Company
Holds the Series 7, 24 and 66 registrations and life and health insurance licenses
Has worked with owners on sales of operating businesses, IPO's, to family business sales.