Before closing
Clarify what should be reviewed with your CPA, attorney, and advisor before the deal closes.
You built the value. Now pressure-test the exit plan.
Capivise connects business owners with independent advisors for tax-aware post-sale planning, reinvestment, income design, and coordination with CPAs and attorneys.
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.