Start your private advisor match.

Answer one question at a time about the money event, timing, amount, and who is already helping. Then add contact permission and see a private advisor preview.

1Choose your situation.

2Give contact permission.

3See the match preview.

Advisor profiles arranged for comparison

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?

Sale stage changes what needs to happen before or after proceeds move.

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. It helps identify whether CPA and attorney coordination may matter early.

LLC S corporation C corporation Partnership Sole proprietorship Not sure

Where are you in the property sale?

What kind of property is involved?

Property type can affect advisor fit and timing constraints.

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?

Capivise keeps this educational until an appropriately licensed professional reviews your 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. Equity details can change timing, tax, and concentration questions.

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

What event is happening?

Liquidity windows and lockups can make advisor timing matter.

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 helps frame risk and diversification questions.

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 right pace can be as important as the right portfolio.

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?

Tax year timing can shape the professional help you may need.

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

What should the second opinion focus on?

What do you want checked?

A second opinion is most useful when the first question is specific.

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.

Tax exposure Reinvestment strategy Timing or deadlines Whether my current advisor is enough Comparing available strategies Creating income from proceeds Preserving wealth for family or legacy Privacy and coordination

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 Tax-aware reinvestment planning Business exit planning 1031 exchange or DST guidance Equity compensation or concentrated stock guidance Estate, inheritance, or family wealth 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 should Capivise follow up?

Capivise uses this information to respond to your request and, with your permission, share the profile with a relevant advisor.

Checking advisor fit.

Comparing your profile against advisor focus, timing, state, and capacity.

Finding a relevant advisor preview

Using the details you just confirmed.

SituationMajor money decision
Advisor focusAdvisor fit pending
TimingTiming pending

Advisor preview ready.

This preview is based on the situation, timing, amount, current team, and first conversation you selected.

92% fit

Private match preview

Alexandra Pierce

Pierce Family Liquidity Partners

Business owner liquidity Timing pending Range pending

Why this fit

SituationNot selected
First conversationNeed pending
Current teamTeam pending