Minimize capital gains: Use QSBS, installment sales, or charitable trusts where applicable.
Estimated tax payments: Plan for IRS deadlines post-liquidity.
State residency planning: Consider relocating before an exit to reduce state tax burden.
Shield wealth from lawsuits or creditors: Use LLCs, irrevocable trusts, and umbrella insurance.
Prenuptial/Postnuptial agreements: Especially important if exiting while married or planning to remarry.
Rebalance out of concentrated stock positions: Many founders exit with large exposure to one company.
Core allocations: Anchor portfolio in low-cost index funds (like the S&P 500), complemented by private credit, real estate, or venture.
Plan cash flow needs: Budget for lifestyle changes, taxes, and large one-time purchases.
Establish cash reserves: Even after a big exit, founders can experience income gaps during their next venture or transition.
Update or create a will and trust: Ensure your wealth passes according to your wishes.
Use lifetime gifting strategies: Leverage annual exclusion gifts or set up GRATs and SLATs.
Philanthropic goals: Donor-advised funds, private foundations, or impact investing.
What’s next? Many founders face identity loss after an exit. Helping them find meaning through advising, investing, or starting again is key.
Avoid lifestyle inflation: Provide behavioral guidance and mindset coaching if needed.
After an exit, your financial life gets more complex — fast. We help you turn liquidity into long-term wealth by creating a clear, personalized investment plan. That means aligning your goals with a diversified portfolio, managing risk, and making sure your money works just as hard as you did. Whether you're investing in index funds, private markets, or real estate, we build a strategy that grows with you — not just your balance sheet.
The right team makes all the difference. We introduce you to a trusted network of tax advisors, estate planning attorneys, and investment managers who specialize in post-exit planning for entrepreneurs. These are professionals we've vetted — people who understand the unique challenges that come with sudden liquidity and complex wealth. You’ll save time, avoid costly mistakes, and feel confident knowing your financial future is in expert hands.
