Founders should start planning for a business exit earlier than most people expect. Strategies such as establishing QSBS eligibility, gifting equity to a trust, or structuring an installment sale should be in place before a transaction closes — and some require years to implement effectively. Even if you don’t plan to sell for a decade, you should begin building exit readiness today. It can materially improve both the value you receive and the amount you keep after taxes.
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.
