Liquidity & Exit Planning
Advising CEOs, Founders, Entrepreneurs & General Partners
As entrepreneurs ourselves, we’ve experienced the business exit and liquidity planning process firsthand. We’re here to serve as your trusted advisor and fiduciary, as business owners who have been there before, synthesizing the complexities of the process and coordinating strategy at the intersection of estate, tax, and investment planning—before, during, and after a sale.
Personalized Strategies for You, During All Stages of the Selling Process
Planning for a liquidity event or sale of your business typically involves many different parties, including tax, legal, and banking advisors. As entrepreneurs who have exited ourselves, we have curated every element of the selling process to support entrepreneurs and executives like you, and the unique challenges you face.
We draw upon our own experience and that of our entrepreneurial community in helping you successfully navigate the most important financial event of your life. We provide the resources you need to not only prepare for your business exit ahead of time, but plan for life after your exit, with a full suite of dedicated investment, tax and estate planning solutions to allow you to continue to protect and grow your wealth.
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Pre-Sale Planning
Whether your exit is imminent or years away, our team helps you craft a plan tailored to your unique situation and goals, including:
Identifying and coordinating tax, investment banking, and legal advisors to ensure all parties are aligned
Deferring capital gains to opportunity zone funds or other investments
Providing business advisory services and preparing for a sale
Implementing tax strategies for your liquidity event, and succession planning
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Life After Your Business Exit
We put together a plan that is tailored to your unique situation and goals, for both your financial and personal life after your business exit. We focus on protecting and growing your wealth, creating continuous cash flow, and ensuring a legacy for your future generations, so you can focus on new ventures, personal goals, and living a fulfilling life after the sale. We help you build a plan that may include but is not limited to:
Finding advisory board or operating partner roles
Supporting new business ventures
Customizing investment portfolios to support cash flow generation and achievement of lifetime goals
Exclusive access to a vetted ecosystem of alternative investments to protect and grow your wealth
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Estate & Legacy Planning
Selling your business can not only set you and your family on a path to wealth, but future generations as well. We’re here to support you with estate and legacy planning that addresses the complex challenges you face navigating tax laws, managing your investments, and thinking about your next chapter. As entrepreneurs who have been there before, we will guide you by:
Developing a comprehensive estate plan to preserve and transfer wealth while minimizing taxes
Educating and preparing the next generation to be thoughtful stewards of family wealth
Supporting philanthropic goals in a tax efficient manner
Join our Founder Community, where entrepreneurs who have successfully built and exited companies come together. We host quarterly dinners in major cities throughout the US where you can engage with like-minded individuals and share due diligence and resources.
See Advice From Other CEOs, Founders & Entrepreneurs Who Have Exited Their Businesses
Gain Access to Direct Private Investment Opportunities Post-Sale
Private Equity
Qualified Opportunity Zone Investing
Tax-Advantaged Investments
Venture Capital Investments
And Much More