Liquidity and Exit Planning
Planning your business exit deserves the same strategic care you've given to building your enterprise. Creative Planning's wealth transition team of CERTIFIED FINANCIAL PLANNER®️ professionals, CPAs and attorneys guides business owners through this pivotal financial event while protecting their legacy.
We Help You Resolve Questions About Your:
Exit Plan – Maximizing your company’s worth and deal terms
Tax Strategy – Minimizing your liquidity event’s tax burden
Wealth Transition – Post-sale investment and legacy planning
Next Chapter – Philanthropy, family office or new venture
Request Your Private Exit Planning Consultation
One of our team members will reach out to match you with an experienced advisor who will discuss your liquidity event, wealth transfer options, tax mitigation strategies and post-exit investment options. The session is completely confidential with no obligation.
Awards & Recognition
Top RIA Firms 2019-2025
Awarded each September based on data from a 12-month period through June 30.
Best Wealth Management Firms 2026
Ranking released in February 2026, not based on a specific time period.
Top RIA Firms 2025
Awarded each July based on data from a 12-month period through December 31.
By the
Numbers
~$700B
In combined assets under management or advisement by Creative Planning and its affiliates as of December 31, 2025*
3,400+
Clients with more than $5M in assets under management
50
States Served Nationwide
Tax-Optimized Liquidity Management
Your business exit represents a once-in-a-lifetime opportunity. We implement sophisticated strategies appropriate to your circumstances to minimize your tax burden, potentially saving you millions while maximizing your after-tax returns.
Your Partner in This Journey
As a successful entrepreneur, you've created substantial value. Our multidisciplinary team provides sophisticated, accessible guidance around the complexities of business exits, helping your life's work evolve into lasting financial security and purpose.
Custom Wealth and Investing Strategies
Managing all aspects of your wealth in a coordinated manner is just as important as building wealth. We work with thousands of high-net-worth and ultra-high-net-worth households to provide custom investment and wealth management services. From private market investments and asset protection to philanthropic gifting and family office services, we have the sophistication and expertise to support your wealth.
Schedule a Confidential Consultation
We look forward to helping you develop a strategy that honors your achievements and secures your financial legacy.
