Liquidity Events, Exits, & Succession Planning
Preparing you and your business for successful outcomes, every step of the way.
PRE-TRANSACTION
Some of the best planning is achieved before the transaction begins. This is also the hardest time to begin planning, which is why you need experts.
SPEAK WIH AN ADVISORTHE EXPERIENCE & EXPERTISE YOU’RE LOOKING FOR
- Certified Exit Planning Advisors (CEPA®)
- Certified Public Accountants (CPA®)
- Certified Financial Planners (CFP®)
- Certified Private Wealth Advisor (CPWA®)
LIQUIDITY EVENTS & EXIT
Customized exit plans built around your company's upcoming liquidity event, acquisition, IPO, or sale.
SCHEDULE A PLANNING SESSIONTAX MINIMIZATION
Trust, estate, and wealth transfer strategies to minimize your tax liability post-liquidity event.
Cash Flow Management
Secure your lifestyle needs with cash flow generation strategies that provide consistent income, irrespective of market conditions.
Putting Your Proceeds to Work
Tax-efficient investment portfolios and private investments opportunities in high-growth businesses and industries.
POST-TRANSACTION
Build a rewarding and prosperous life thereafter for you and your family.
PLAN YOUR TOMORROWSuccession planning
Determining your timeline, successors, and involvement in the business post-exit.
Family governance & wealth transfer
Specialized estate planning and generational wealth strategies to fit your family's unique circumstances.
Goals-based planning & investing
Fueling your next pursuits in life - personal, professional, and otherwise.
