Helping you prepare for what lies ahead
Pre-liquidity planning involves the carefully considered design of tax, estate, and financial strategies that can be initiated ahead of the sale of a business sale or IPO to optimize net proceeds and reduce tax exposure. Some significant considerations include determining eligibility for QSBS planning, whether to implement valuation-sensitive transfers (e.g., GRATs), establishing trusts for family wealth transfer and asset protection, and assessing anticipated post-sale cash flow needs.
Effective planning, typically begun 1–3 years ahead of the event, can meaningfully lower tax liability and align wealth with personal objectives.
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far-sighted experience
Services we offer include:
- Assess and select appropriate tax optimisation, wealth transfer, asset protection and risk management strategies
- Diversify concentrated stock positions
- Review deal terms, including cash, equity, and earn-outs, to align with personal financial goals and long-term cash flow needs
- Prepare for a QSBS election
- Utilise trusts to support your QSBS planning, reduce exposure to capital gains tax and estate tax
- Establish family governance structures to manage the post-liquidity wealth
- International asset protection trusts to protect wealth from adverse business, political or intra-family events
- Entity structuring
Distinctly Different.
Tailored to your needs
Providing the right level of support for families wishing to participate more actively in the ongoing management of the structure.
A tailored management approach
We practice team-based relationship management as well as a single point of contact. To ensure an effective and efficient service, we empower each member of our team to support you directly.
Robust project management
Along with a strong project management focus, our independent status means we are free to work with the advisors best suited to your needs.
Prepared for tomorrow
In an ever-changing world our expertise means your arrangements are regularly reviewed, ensuring they meet your family’s evolving needs.
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