Skip to content

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 ADVISOR

THE 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 SESSION

TAX 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 TOMORROW

Succession 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.

5 THINGS TO CONSIDER BEFORE SELLING YOUR BUSINESS

RECEIVE YOUR COPY