Find The Right Advisor for Your Situation

Answer one question at a time about your situation, timing, amount, and who is already helping. Then review your answers and request an advisor introduction.

1Tell us what is happening.

2Answer a few basic questions.

3Review and request your match.

Investor reviewing three financial advisor profiles

What happened, or what is coming up?

Choose the closest answer. You can keep details private until you speak with someone.

Selling a business or major asset Selling investment real estate Managing stock, options, RSUs, or concentrated equity Receiving an inheritance, settlement, or windfall Reducing taxes after a significant gain Getting a second opinion

Where are you in the sale process?

What is the current stage of the sale?

The answer helps identify which decisions may need attention before or after closing.

Considering a sale Received interest LOI or offer signed In due diligence Closing scheduled Already closed

Do you know the entity structure?

This is not tax advice. The business structure can affect which questions should go to your CPA or attorney before closing.

LLC S corporation C corporation Partnership Sole proprietorship Not sure

Where are you in the property sale?

What kind of property is involved?

The property type and sale timing help identify relevant advisor experience.

Investment residential Commercial Multifamily Land Mixed use Other

Has the sale closed?

Real estate replacement deadlines can become sensitive quickly.

No Yes, within the last 45 days Yes, more than 45 days ago Not sure

Are you considering a 1031 exchange or DST?

Choose the option closest to what you are considering. A qualified professional must review your specific facts.

Yes, 1031 exchange Yes, DST Considering both I need to understand the options No

What kind of equity decision are you facing?

What type of equity is involved?

Choose any that apply. The type of stock or options affects the timing, tax, and risk questions you may face.

Public company stock Founder shares RSUs ISOs NSOs Private company shares Not sure

What event is happening?

Tender windows, lockups, exercises, and planned sales may come with important deadlines.

Planned sale Tender offer IPO or lockup expiration Acquisition Option exercise Diversifying concentrated stock Already sold

Roughly how concentrated is the position?

A range is enough. This shows how much of your wealth may depend on one company.

Less than 10% of net worth 10% to 25% 25% to 50% More than 50% Not sure

Has the money arrived yet?

Has the money been received?

The timing helps determine what may need attention now and what can wait.

Yes Expected within 30 days Expected in 30 to 90 days Expected later Not sure

Where are you in the tax year?

Is the gain already realized?

The tax year involved can affect which professionals and questions may matter first.

Already realized Expected this tax year Expected next tax year Not sure

What should the second opinion focus on?

What do you want checked?

Choose the main issue you want another advisor to review.

Whether my current advisor is the right fit Fees, compensation, or conflicts Tax timing around a sale or payout Portfolio risk or concentration I need a clearer process before deciding

About how much money is involved?

A range is enough. This helps separate a general question from a situation that may need more experience with this kind of event.

Under $100k $100k to $250k $250k to $500k $500k to $1M $1M to $5M $5M+ Prefer not to say yet

When do decisions need to happen?

If there is a closing date, tax deadline, or payout window, timing changes the kind of advisor fit you may need.

Already happened Offer, closing, or payout expected within 30 days Expected in 30 to 90 days Expected in 3 to 12 months More than 12 months away Not sure yet

What are you most trying to figure out?

Pick up to two. This keeps the match focused instead of turning the form into an intake packet.

Taxes How to reinvest the money Timing or deadlines Whether my current advisor has the right experience Comparing my options Creating income from the money Family, gifts, or estate planning Privacy or family concerns

Who is already helping you?

Select anyone already involved, or choose "No one yet."

CPA Estate attorney Business attorney Current financial advisor Real estate broker Qualified intermediary Trustee or family office contact No one yet

What kind of advisor help would be useful first?

Choose the first conversation you would actually want to have.

A focused second opinion Taxes and reinvesting after a gain Business sale planning 1031 exchange or DST guidance Stock options, equity compensation, or concentrated stock Inheritance, estate, or family planning Ongoing wealth management I am not sure yet

What state are you in?

Advisor availability can vary by state. This is enough location detail for the first pass.

Your state

How can Capivise contact you?

Enter your details so Capivise can review your answers, look for an advisor with relevant experience, and contact you about a possible introduction.

Reviewing your answers.

Checking your situation, timing, state, and the kind of help you requested.

Preparing your match request

Using the answers you just reviewed.

SituationMajor money decision
Advisor focusAdvisor fit pending
TimingTiming pending

Your request is ready to submit.

After you submit, the matching system will automatically rank and invite advisors with relevant experience, state coverage, and availability. No advisor has been selected yet.

Reviewed by Capivise

Private match request

Ready to request an advisor

Capivise will automatically work through eligible advisors after you submit.

Availability checked Timing pending Range pending

What Capivise will match

SituationNot selected
Requested helpNeed pending
Current teamTeam pending