Founders
Founders
How to Build a Financial Plan if Your Wealth Is Mostly Illiquid
Standard financial advice fails founders because it ignores the asymmetric nature of your success.
Chris Girbés
Perspective & Insights
Timely commentary and practical guidance from our advisors on the topics that matter most to your financial life.
Founders
Founders
The Five Years Before You Sell: A Founder’s Timeline for Achieving Financial Readiness
Exit planning works best years before a deal is on the table, when founders still have time to prepare tax structures, estate plans, liquidity, and life after the business.
Chris Girbés
Founders
Founders
How to Prepare for a Liquidity Event: Taxes, Timing, and Common Blind Spots
A liquidity event can feel like the finish line, but it’s really the start of a new set of decisions around taxes, timing, wealth, and what comes next.
Chris Girbés