Founders (Liquidity Events)
One event will change everything. Plan it before it arrives.
You have spent years pouring everything into building something, betting on an outcome that has not yet happened. Then it does, with an acquisition, an IPO, or a secondary sale. Overnight, you are holding more wealth than you have ever managed, with the tax clock already running and a hundred opinions arriving uninvited. The skills that built the company are not the skills that protect the proceeds.
What sudden wealth tends to expose
Most of your wealth is tied up in one company, on paper, until suddenly it is not. The tax consequences of an exit are significant and largely set before the deal ever closes. Cross-border complexity is common, with US investors, options, or citizenship in the mix. And sudden liquidity invites rushed decisions at exactly the wrong moment.
The wins that happen before the exit
The biggest wins happen before the exit: structuring shares, using the lifetime capital gains exemption where it fits, and planning the tax while there is still room to act. Done early, a windfall becomes a durable portfolio, a source of income, and a clear answer to what this wealth is for now.
The proceeds are not the first question
You might come to us asking how to invest the proceeds. The deeper questions are usually how to structure the event before it happens, and what you actually want the wealth to do next. We start there.
Where founders should start
Before the event, Business Wealth Strategy and Business Succession & Exit Planning, with Tax Planning and the Advisory Network. After it, the long-term plan in Wealth Foundations and Investment Management. If a sale is the path, I’m Selling My Business. If your wealth or life crosses borders, I’m Moving Wealth Across Borders.
When the wire clears, will you have a plan, or just a number?
The best time to talk is before the event, not after. A first conversation costs nothing and commits you to nothing.
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Receive a comprehensive financial review valued at up to $1,500 — at no cost and with no obligation.
BOOK A CONSULTATION
The first step is a conversation, not a commitment. We will get to know each other, answer your questions, and see whether we are the right fit.
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