Every equity compensation plan has its own unique rules, tax implications, and liquidity considerations. We specialize in this area and can help you formulate a plan that works for you and your goals.
Wherever you are in the process, we can provide sound logistical guidance based on your goals.
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.
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.
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.
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