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Liquidity Event & Exit Planning

Preparing your wealth for major liquidity events and life thereafter.

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.

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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®)

LIQUIDITY EVENTS & EXIT

Customized exit plans built around your company's upcoming liquidity event, acquisition, IPO, or sale.

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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

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.

GUIDE TO BUSINESS OWNER EXIT READINESS

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RELATED INSIGHTS

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

Take ownership of your tomorrow

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