Before closing
Ask your CPA, attorney, and advisor which tax, estate, and investment decisions should be made before the deal closes.
Match by situation
Selling your business creates a new set of financial decisions.
Capivise helps you find an advisor who understands business sales, taxes, investing the proceeds, creating income, and planning what comes next. The advisor can work with your CPA and attorney before or after closing.
Start with the situation you are facing.
Capivise asks what is happening, when decisions must be made, who is already helping you, and what you want from an advisor. Your answers help identify relevant experience.
After the money arrives
Plan how much to keep in cash, how to invest the rest, and how the proceeds may support retirement, income, family, or your next venture.
Relevant experience
Look for an advisor who has helped business owners through exits, not only general portfolio management.
Decisions after a business sale
- Taxes before and after closing
- How much to keep in cash
- How to invest the proceeds
- Income, retirement, estate, and family planning
Experience to look for
- Business sale and post-exit planning
- Working with your CPA and attorney
- Investing a large cash balance
- Managing risk and creating income
Find an advisor for this situation.
The first question asks what is happening. From there, Capivise asks about timing, amount, who is helping you, and what you want from an advisor.