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.
Our team.
Your team.
We would welcome the opportunity to discuss the services provided by our team.
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