Mercer Advisors
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Question

Do I really need a financial advisor before I have liquidity?

Answer

Yes. Many of the most valuable planning strategies like QSBS qualification, 83(b) elections, and trust structuring must be done before a liquidity event. Waiting until the money is “real” can mean missing out on significant tax savings and wealth protection.

Related FAQs

Isn’t my CFO or CPA already handling my financial planning?

What if I don’t end up having a big exit?

Will I lose control of my equity or decisions?
Tech Founders FAQs
Last Updated May 14, 2026
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About Mercer Advisors

We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.

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