Business Sale or Liquidity Event

Selling a business, receiving a large payout, or experiencing a sudden financial windfall can be a once-in-a-lifetime opportunityโ€”and a serious planning challenge. These events often come with complex tax, investment, estate, and lifestyle implications. At Global Advisers, we help you navigate this transition with clarity, discipline, and strategic foresight.

Why It Matters

A liquidity event isnโ€™t just about โ€œcashing outโ€โ€”itโ€™s about redefining your financial life. Decisions made during this window can affect your wealth for decades. Without a thoughtful plan, taxes can take more than necessary, and assets can be misaligned with long-term goals. We help you preserve, grow, and deploy your capital with purpose.

How We Help

We provide comprehensive guidance before, during, and after the transactionโ€”so your next chapter is built on a strong foundation:

  • Pre-sale planning to optimize after-tax outcomes
  • Coordinating with legal and tax professionals for entity structuring
  • Timing strategies around installment sales, earnouts, or stock options
  • Investment strategy design based on new liquidity and risk profile
  • Asset protection, estate planning, and charitable giving integration
  • Managing cash flow, lifestyle upgrades, or major purchases
  • Planning for retirement, new ventures, or family legacy goals
  • Setting up trusts, foundations, or donor-advised funds

Common Triggers

Clients come to us when:

  • They are preparing to sell a business or professional practice
  • Theyโ€™ve already completed a sale and want help managing the proceeds
  • They receive a large settlement, inheritance, or concentrated stock payout
  • They want to minimize taxes and protect their new wealth
  • Theyโ€™re unsure how to transition from business owner to investor

How We Add Value

We help convert a single moment into a multi-decade strategy. Clients rely on us to:

  • Reduce complexity and avoid costly missteps
  • Deliver objective, fiduciary-aligned guidance
  • Balance short-term liquidity needs with long-term planning
  • Structure assets for growth, flexibility, and protection
  • Provide family governance or multi-generational wealth planning

Business Sale / Liquidity Event Navigator

Plan a sale, recap, or partial liquidity with a structured, tax-aware checklist. This tool organizes facts, highlights election choices, and maps pre-close, closing, and post-close actions. Runs entirely in your browser; no data is sent anywhere.

Updated: Sep 4, 2025

1) Company & Deal Basics

For working capital peg at close.
Debt less cash expected at close.

2) Ownership, Basis & Eligibility

Holding period influences tax treatment.
C-Corp stock, original issuance, active business tests, holding period.

3) Consideration & Mechanics

Percentages should generally total 100% across cash, rollover, and earn-out.

Quick Indicators

Implied equity value
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EV โˆ’ net debt.
Cash at close (est.)
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Before taxes, fees, escrows.
Structure tilt
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Asset vs Stock directionality.
This tool is educational; it does not provide tax or legal advice. Confirm elections and rates with your CPA/attorney and relevant authorities before executing.

Strategy Recommendation

Fill inputs and click โ€œGenerate Strategyโ€.

Why this approach

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Pre-Close, Closing, Post-Close Checklist

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Advisory Handoff & Resources

Your Notes (printable)

Important compliance notes
  • This tool is educational and does not provide tax, legal, or investment advice. It does not calculate taxes or rates; users must confirm current law with their CPA/attorney.
  • Outcomes vary by entity classification, state law, elections, and documentation. Elections (e.g., ยง338(h)(10), ยง336(e), ยง453, QSBS ยง1202/ยง1045) require qualified advice and timely filings.
  • No PII is transmitted; all logic runs client-side in the browser.

The Next Chapter Starts with a Plan

Liquidity brings freedomโ€”but also responsibility. With the right partner, a successful business exit or windfall can become the launching point for an enduring financial legacy. Weโ€™re here to help you define what comes nextโ€”and make it count.

Get Started

Ready to Begin?

Letโ€™s Talk
800.832.8514

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