June 12, 2026
“I’m planning to sell in the next few years. What can I do now to keep more of what I’ve built?”
Nearly every strategy worth having, from the QSBS exclusion to pre-sale trusts, gets weaker as the closing date gets closer.
Perspectives
Business Exits & Liquidity Events
You spent decades building the asset. These pieces are about the handful of years, before and after the transaction, when the decisions matter most.
← All perspectives
May 21, 2026
“My business is most of my net worth. When should I start diversifying, and how much is enough?”
Concentration built the wealth. The question is what happens to your family if the bet has a bad decade.
April 16, 2026
“The sale closed. How do I make this money last the rest of my life?”
The skills that built the company are nearly the opposite of the skills that preserve the proceeds.
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Bring us the question behind these.
Every piece here started as a question a client asked. If you’re carrying one of your own, we’d love the opportunity to talk with you.
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