Preparing for a Liquidity Event: Topics to Address With an Advisor
A liquidity event can convert years of equity into a single large sum of money. The planning work that should happen before that moment is different from anything that comes after.
Ideas for sharper advisor conversations.
Read practical guides for business sales, real estate exits, equity liquidity, windfalls, and other moments where the right advisor questions matter.
tax planning
business sale
exit planning
wealth management
1031 exchange
capital gains
estate planning
financial advisor
equity compensation
fiduciary
How to Evaluate a Fiduciary Financial Advisor
The word "fiduciary" is used loosely in financial services. Here is a practical guide for evaluating what it actually means in any specific advisor relationship - and how to verify it.
Coordinating Advisors During a Business Exit
Most business sale failures trace back not to a single bad decision but to advisors working in silos. Here is how to structure the team to avoid that.
1031 Exchange: Questions to Ask Your Tax Advisor
A 1031 exchange can defer a large capital gains tax bill, but the rules are strict and the windows are short. These are the questions to work through with a tax advisor first.
What to Ask When Matching With a Wealth Manager
Finding a wealth manager and finding the right wealth manager are different problems. The questions below are designed to close that gap before the engagement begins.
Questions to Clarify Before Spending Inherited Money
A grounded list of legal, tax, and timing questions to work through before touching an inheritance, plus when to bring in qualified professionals.