Exit Planning & Liquidity Event Readiness

PRE-TRANSACTION

The best financial planning often occurs before the transaction. For owners and entrepreneurs focused on growing their businesses, this is also the hardest time to begin planning.

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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®)

HOLISTIC PLANNING

Customized exit plans built around your personal and financial goals, pre-and-post transaction.

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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

Preparing you, your family, and your wealth for the outcomes of your professional success and a fulfilling life post-exit.

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.

THE BUSINESS OWNER'S GUIDE TO EXIT READINESS

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RELATED INSIGHTS

Answers, advice, and education on the topics affecting your wealth

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