Understanding Earnout Structures in a Business Sale
Earnouts allow buyers and sellers to bridge valuation gaps, but they transfer risk to the seller in ways that are not always obvious at signing. Here is what to review with advisors first.
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
advisor-coordination
exit planning
financial advisor
liquidity event
real estate
capital gains
equity compensation
Tax Planning for Concentrated Stock Positions
Concentrated stock positions - whether from equity compensation, a business sale, or inheritance - require careful tax planning before any diversification. Here is what advisors typically review.
SPAC Mergers: What Equity Holders Need to Review Before the Vote
When a private company announces a SPAC merger, employees and early investors face a set of decisions very different from a traditional IPO. Here is what to review before the vote.
Secondary Sales of Private Company Stock: Topics to Review
For employees and investors in private companies, secondary sales offer a path to liquidity outside of an IPO or acquisition. Here are the topics to review before pursuing one.
Reverse 1031 Exchanges: What Real Estate Investors Need to Know
A reverse 1031 exchange inverts the typical order - acquire first, sell second - but the tax rules, financing constraints, and timeline are significantly more complex than a forward exchange.
Inheriting a Business: Financial Questions to Address First
Inheriting a business creates decisions that are more time-sensitive than most inherited assets. Here are the financial, legal, and operational questions to address before taking any action.
How Accredited Investors Should Approach Advisor Selection
Accredited investor status unlocks a broader range of financial products and a more varied pool of advisors. Here is how to evaluate that pool with appropriate rigor.
ESOP Exit Strategy: Questions to Discuss With Your Advisors
An ESOP is one of the few exit strategies that allows a business owner to sell to employees while potentially deferring capital gains. Here are the questions advisors work through first.
Charitable Giving Strategies After a Liquidity Event
A liquidity event creates one of the best windows for tax-efficient charitable giving. Here are the strategies advisors typically review with clients in the months surrounding a major capital event.