Interviewing Financial Advisors: Questions to Ask First
A financial advisor interview should go both ways. Here's what to ask about fees, credentials, and fiduciary duty before you decide.
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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
1031 exchange
business sale
financial advisor
advisor-coordination
equity compensation
liquidity event
exit planning
capital gains
estate planning
Earnouts in a Business Sale: What to Review Before Agreeing
An earnout can bridge a valuation gap in a business sale, but it also shifts real risk. Here's what to review with your advisors before agreeing to one.
Grantor Retained Annuity Trusts After a Liquidity Event: Topics to Review With Your Advisor
After a liquidity event, a GRAT is one structure advisors sometimes discuss. Here's what to review before that conversation, not a recommendation to use one.
Discretionary vs Non-Discretionary Advisors: What the Difference Actually Means
Discretionary and non-discretionary authority define how much control you keep over an account, and what to clarify before you grant either one.
Form ADV and Form CRS: What These Disclosures Actually Tell You About an Advisor
What Form ADV and Form CRS actually disclose about an advisor's fees, conflicts, and history, and how to read both before your first meeting.
Seller Financing in a Business Sale: What to Review Before You Agree to a Note
When a buyer can't pay all cash, sellers often carry part of the price. Here is what to review before you agree to a note.
Employee Stock Purchase Plan Dispositions: What to Review Before You Sell ESPP Shares
ESPP shares carry qualifying and disqualifying disposition rules that change your tax bill. Here is what to review before your next sale.
Installment Sales: What to Review Before You Spread a Capital Gain Over Multiple Years
An installment sale can spread a capital gain across tax years, but recapture, related-party rules, and default risk all shape whether it fits.
Representations and Warranties Insurance in a Business Sale: What to Review First
What representations and warranties insurance covers in a business sale, and the questions worth raising with your advisors before buying a policy.