You’ve Built Value.
Now Make the Most of Your Exit.
We connect successful business owners with advisors who specialize in post-sale wealth planning and tax-efficient strategies.
Selling a business or major asset is more than a financial event.
For many owners, it’s the result of decades of work—followed by a decision that requires clarity, timing, and expert guidance. The right advisor helps you protect proceeds, reduce unnecessary tax exposure, and position your capital for long-term stability.
Capivise helps match you with an advisor who understands liquidity from a business-owner’s perspective.
The right advisor brings clarity to the decisions that shape your financial future.
- How to manage a large, sudden liquidity event
- Tax-efficient ways to structure the distribution of proceeds
- Whether options like DSTs, Opportunity Zones, or structured products fit your goals
- How to turn liquidity into durable income streams
- Risk management and diversification strategies
Ready to see your potential advisor match?
Begin your pre-qualification now.