Perspective & Insights

Timely commentary and practical guidance from our advisors on the topics that matter most to your financial life.

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

April 27, 2026 12 min

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

April 27, 2026 10 min