How the program works
Three phases, aligned to your deal timeline
Most personal financial questions don't wait for a deal to close. They come up before, during, and after — and when they're not addressed, they create distractions that slow things down. Our program maps directly to each phase of the transaction.
Phase 1
Pre-Deal
Liquidity planning. We help executives understand what their equity, options, and benefits are actually worth — and what decisions they need to make before the deal is announced.
Phase 2
At Close
Proceeds allocation. When the wire hits, executives face a wave of decisions: tax strategy, estate considerations, reinvestment, and cash management. We've already planned for it.
Phase 3
Post-Close
Investment strategy. With liquidity in hand, we build a long-term wealth plan — including access to private market investments most executives don't know are available to them.
Why it matters
Better outcomes for deals and for people
Reduces distraction
Executives stop worrying about personal financial decisions during the most important transaction of their career.
Improves decision clarity
When people know their personal finances are in good hands, they make cleaner, faster decisions around the transaction itself.
Keeps deals moving
Management-related distractions is one of the most common causes of deal friction. This program removes it before it starts.
Who this is for
Built for executives in sell-side transactions
C-suite and VP-level executives at a company that's been approached by a buyer or is actively exploring a sale
Senior managers with equity, options, or retention bonuses who need help understanding what their payout will actually look like after taxes
Key employees facing major financial decisions after a liquidity event
PE firms, investment bankers, and M&A attorneys who want a trusted partner to handle the personal financial side for their deal team
A simple way to improve deal quality — without adding complexity.
Schedule a confidential conversation to learn how we can support your team or your transaction.
