Liquidity-event planning
A business sale, recapitalization, or IPO can be the most consequential financial event of your life — and the planning window is shorter than most owners expect.
Key Offerings
Pre-transaction tax planning
We identify and implement QSBS exclusions, charitable structures, installment sale elections, and Qualified Opportunity Zone allocations before the transaction closes — when planning can still make a material difference.
Deal coordination and advisor alignment
We act as your financial command centre through the transaction — coordinating with your M&A counsel, tax attorney, CPA, and estate lawyer so nothing falls through the cracks between advisors.
Reinvestment policy development
Proceeds deployed without a written policy are often held too long in cash or moved too quickly into unsuitable vehicles. We build a written investment policy statement before liquidity lands, with clear targets and timelines.
Post-close portfolio construction
After close, we deploy proceeds into a risk-calibrated, tax-aware portfolio designed to replace business income and compound wealth over the long term.
Multi-year tax sequencing post-event
A significant liquidity event creates tax planning opportunities across 3–5 years post-close. Roth conversions, loss harvesting, charitable gifting, and trust contributions are sequenced to reduce total lifetime tax burden.
Ready to discuss liquidity-event planning?
Our advisors will explain how our capabilities apply to your specific situation — honestly and without obligation.
- Business owners approaching a sale or recapitalisation
- Founders preparing for a liquidity event
- Executives receiving significant equity vesting events
- Families with upcoming inheritance or real estate disposition
The case for
acting now
Founders and business owners who retain the most from their exits are not the ones with the best deal terms. They are the ones who planned 18–24 months early, structured carefully, and had a coordinated team that understood both the transaction mechanics and the long-term wealth implications of every decision made before and after close.
01
Early engagement — 12–24 months before close
We begin with a diagnostic of your existing structure, tax exposure, and realistic mitigation opportunities. The earlier we engage, the more options are available.
02
Structural implementation
We implement strategies that require time to season — charitable trusts, trust structures, and entity reorganisations — well before the transaction timeline tightens.
03
Transaction coordination
We work alongside deal counsel through close to ensure the financial architecture we designed survives the legal process intact.
04
Post-close deployment and sequencing
We manage the deployment of proceeds and execute the multi-year tax planning sequence in the years following the event.
Tax reduction strategies
Planning around income, equity compensation, charitable giving, trusts, and liquidity events.
Concentrated-risk management
Practical diversification strategy when too much wealth sits in one business, stock, or sector.
Cross-border planning coordination
Helping families navigate wealth that spans multiple legal and tax environments.
Estate and trust coordination
Making sure your documents, ownership, beneficiaries, and family goals still fit.
Integrated wealth strategy
Bringing taxes, investments, protection, family planning, and implementation into one framework.
Start with a conversation
Good advice begins with understanding. We start by listening carefully, asking the right questions, and helping you clarify what matters before any recommendations are made.