Liquidity Events

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Anticipating a liquidity event?

There’s no such thing as planning too far in advance 


Common Liquidity Events

Business Sales Public Offerings Inheritance Death Benefits Commuted pensions

Lottery Winnings Sports Contracts Private Equity Sales lay-off Packages


Many of these transactions have serious potential tax consequences and early planning is essential to ensure all tax mitigation strategies are explored.

If you’re anticipating a liquidity event within the next few years, call us and we can walk you through how we’ve helped clients in similar situations.