What to do before, during and after selling a business — as a sequence with a closing window, rather than a list of options that are all still available on the day after completion.
Read Wealth Structure IntelligenceA liquidity event is the point at which a family's wealth changes state — from an illiquid, low-basis, concentrated asset into cash with a fixed tax history. Most of the decisions worth making belong to the period before that change, and cannot be recovered afterwards.
The instrument is being built as a sequencing and timing tool rather than a calculator. The existing written treatment is in tax planning around a liquidity event and Wealth Structure Intelligence.
It will not produce a transaction plan, opine on the tax treatment of a deal, or replace counsel. Structuring around a sale is jurisdiction-specific, fact-specific and time-sensitive, and anti-avoidance rules apply to arrangements entered into too close to a transaction. The instrument maps the terrain; qualified advisors walk it with you.
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Read personally by a senior specialist. A written reply, usually within one business day.
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