Planning

Liquidity and Exit Planning

Preparation before a business sale or other liquidity event, when the decisions that matter most are made months ahead of the wire.

What this includes

Pre-sale tax positioning
Charitable timing around the event
Proceeds allocation planning
Coordination with deal counsel and the CPA
Post-event cash management

Related services

Financial Planning

Comprehensive planning across cash flow, taxes, insurance, education, and retirement — reviewed on a schedule, not only when markets move.