Liquidity Events

We work with founders, executives, and creative professionals preparing for or navigating a major liquidity event. Whether it’s an acquisition, IPO, or the sale of a key asset, clients often face a rush of decisions with long-term consequences—while juggling fragmented advice from accountants, lawyers, and wealth managers. We bring clarity, alignment, and calm to the process.

Our clients often ask:

1. How do I prepare for a liquidity event while preserving flexibility and minimizing taxes?
2. What should I do in the first 90 days post-exit to protect and steward my wealth wisely?
3. How do I position myself to go from business owner or operator to thoughtful investor and steward?

Our role is to act as a strategic integrator—helping clients pre-plan for liquidity events, structure proceeds tax-efficiently, and design a roadmap for the next chapter of their financial life. From cash management strategies to investment alignment, we ensure clients transition from the rush of the deal to the calm of a purposeful wealth strategy.

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