Depending on the circumstances, founders may benefit from evaluating trust structures, ownership arrangements, charitable planning, and other strategies designed to align with their long-term family and financial goals. Because many opportunities are time-sensitive, planning is often most effective when it begins well before a sale or liquidity event is underway.
FAQ
What planning opportunities should founders consider before a liquidity event?
A potential business sale can create opportunities to review asset protection, succession planning, wealth transfer strategies, and tax planning before a transaction occurs.
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