Before closing
Clarify what should be reviewed with your CPA, attorney, and advisor before the deal closes.
Selling a business changes more than your bank balance.
Before the proceeds arrive, it helps to compare advisors who understand exit timing, tax coordination, income planning, and what should wait until after closing.
Start with the decision. Then compare advisor fit.
Capivise asks what is happening, what is time-sensitive, who is already involved, and what kind of professional help may be useful. One answer leads to the next.
After proceeds arrive
Compare income, reserve, reinvestment, estate, and family planning questions.
Advisor fit
Look for experience with owner exits, not just general portfolio management.
What changes after a sale
- Tax timing
- Income replacement
- Portfolio concentration
- Estate and family planning
Specialist conversation areas
- Distribution of proceeds
- Coordination with CPA and attorney
- Reinvestment policy
- Risk management
Ready to answer the first question?
The match flow starts with the situation that brought you here, then narrows based on timing, amount, existing team, and consent.