- What do I and nbsp;do while I am going through a liquidity event?
- What do I do before I go through the liquidity event
- What do I do after I go through a liquidity event
Let’s look at these scenarios:
Steve and Helga have wanted to sell their business since the crash of 2008, and all of a sudden they find a buyer. Now they really want to be certain that they are getting the most value out of the business. They want to understand the commissions paid to the business broker, and the tax ramifications, and the various finance options of the buyer. We often say that no transaction is complete until it’s in the toilet five times–and still, Steve and Helga are focused on asking questions about their future plans. Here, having the financial plans in place allows them to proceed safely, confidently and prudently as they navigate the biggest financial transaction of their lives.