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LIQUIDITY EVENT
PLANNING GUIDE
A liquidity event—whether a business sale, IPO, acquisition, or the unlocking of long-held equity—can represent a significant financial transition. Decisions made before, during, and after a transaction may have implications for tax, legal, financial, and estate planning considerations. Without coordination across these areas, important planning considerations may be overlooked.
Our Liquidity Event Planning Guide outlines key considerations that may arise throughout the transaction process, including approaches to coordinating your advisory team, evaluating planning opportunities, and assessing a liquidity event within the context of broader wealth, tax, and estate planning objectives.
WHAT’s INside
Our Liquidity Event Planning Guide provides an overview of considerations that business owners, executives, and equity-compensated professionals may encounter in connection with a liquidity event.
The guide explores:
Areas where tax, legal, financial, and transaction planning may intersect
Planning considerations that may be evaluated prior to a liquidity event
Factors business owners and executives may wish to assess as transaction timelines evolve
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Hilltop Wealth Advisors’ specializes in retirement and wealth strategies for senior leaders and executives of Cisco, Duke Energy, Duke Health, Duke University, Google, GSK, IBM, IQVIA, and SAS.
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