BUSINESS EXIT PLANNING & LIQUIDITY EVENTS
Phase-Focused Planning Strategies
Wherever you are in the process, we can provide sound logistical guidance based on your goals.
Pre-Transaction
Much can be done to prepare for the sale of a business before it actually happens. Get your ducks in a row by having a plan, valuating the business, and communicating with your family and investors about what is happening.
Liquidity Events & Exit
15
Trust, estate, and wealth transfer strategies to minimize your tax liability post-liquidity event. Secure your lifestyle needs with cash flow generation strategies that provide consistent income, irrespective of market conditions.
Post-Transaction
22
Manage your timeline for succession, your involvement in the business, and determine what you will need to pursue any new endeavors in life - personal, professional, or otherwise.