Our Capabilities: Pre-Liquidity Planning
Questions to Consider
Are you a company founder or family business owner considering the sale of your business?
Looking to recapitalize through a round of growth funding or private equity investment?
Expecting to sell private shares on the secondary markets?
If you are a company founder or family business owner approaching a liquidity event, we bring expertise, strategic thinking, and best practices to help you understand and plan for the financial implications of a transaction. Critical decisions regarding your personal planning goals are best made well in advance of a transaction. Our professionals have worked with hundreds of clients from both the wealth management and investment banking perspectives and begin with the most important question: What do you hope to achieve with the sale or recap of your business? From there, we provide guidance to help you maximize value creation, employ strategies to improve tax efficiency while protecting assets, and ultimately achieve your longer-term goals.
Resources
The Unique Challenges of Pre-Liquidity Planning in 2024 (and 2025)
Pre-liquidity planning in 2024 will be anything but dull. Find out what business owners on the cusp of a liquidity event should know—and how they should prepare.
Read morePre- and Post-Transaction Planning Checklist
Proactive pre- and post-transaction wealth planning can affect your strategy as you consider the sale of your business.
Read morePreparing for the Sale of Your Business: A Timeline
For owners of family businesses and other closely held companies, the opportunity to sell and generate liquidity can be both exciting and overwhelming.
Download the PDFUnderstanding the Business Sale and Dividend Recapitalization Process
Understanding the structural and procedural steps to selling your business or completing a dividend recap process is as important as thinking about your personal wealth before a liquidity event.
Download the PDF