LIQUIDITY & CAPITAL EVENTS
Plan Before the Event. Keep More After.
Whether you're approaching a business sale, IPO, secondary, or major asset transition, the strategies that create the most leverage almost always start before the event. Let's map the right path.
Strategic Review
A diagnostic conversation about your event, timeline, and where planning can still move the needle.
Pre-Sale Planning
Business sale on the horizon. Structure and timing are where the biggest tax leverage lives.
IPO or Liquidity Event
Founders, executives, or early employees with vesting, lockup, or secondary sale ahead.
Post-Event Strategy
The event already happened or is imminent. Options narrow but still exist.