Business, real estate, equity, inheritance, settlement, or another major change.
Find a financial advisor for a major money decision.
If you are selling a business or property, managing equity, receiving an inheritance, or facing a large tax decision, Capivise helps you start with the right questions and request an advisor introduction when you are ready.
Start with your situation.
Choose the scenario closest to yours. The match flow narrows from there instead of asking every question at once.
01
Selling a business
Prepare for taxes, income planning, and life after closing.
02
Selling property or considering a 1031
Review deadlines, replacement options, DST questions, and tax coordination.
03
Managing stock, options, or equity
Compare planning help for RSUs, options, tender offers, and concentrated stock.
04
Receiving an inheritance or settlement
Slow down before investing, gifting, moving money, or choosing who to trust.
Then answer only what matters.
Keep private details private. Capivise asks about the event, timing, current team, priorities, and contact preferences, then shows the profile before an introduction is requested.
Closing dates, tax year, lockups, 1031 windows, payout timing, or family pressure.
CPA, attorney, advisor, trustee, business broker, qualified intermediary, or no one yet.
You choose the contact method and acknowledge what Capivise is allowed to share.
Know what to ask before you take the meeting.
Use the resource guides to understand compensation, credentials, registration, conflicts, and the questions that make an advisor meeting more productive.
Ready to start?
Capivise is an education and introduction platform. It does not provide investment, tax, legal, accounting, insurance, or financial planning advice.