Liquidity and Exit Planning
Strategic exit planning for business owners seeking maximum value and tax efficiency.
Building a successful business represents years of dedication. Thoughtful, thorough exit planning is essential for maximizing what may be your most significant financial asset. Creative Planning’s specialized wealth and business transition team guides owners with substantial investable resources through this change.
Awards & Recognition
Top RIA Firms 2019-2024
Awarded each September based on data from a 12-month period through June 30.
Charitable Champion 2023-2024
Awarded each July based on activities from a 12-month period through December 31.
Top RIA Firms 2024
Awarded each July based on data from a 12-month period through December 31.
Strategic Exit Planning Process
Our comprehensive approach begins with understanding what truly motivates you — whether it's building wealth, cementing your legacy, rewarding key employees or entering a new era of philanthropy. Determining your end game first helps you to avoid quick fixes and instead focus on strategies aligned with your deepest intents.
Tax-Optimized Liquidity Management
A liquidity event offers unique tax planning opportunities. Our advisors implement strategic tax-loss harvesting and other strategies to help offset capital gains from your business sale and potentially significantly reduce your tax liability. Our understanding of market cycles and use of disciplined investment approaches helps maximize your after-tax returns, even during market volatility.
Instead of letting market uncertainty delay your reinvestment, we create bespoke strategies designed for long-term growth while taking advantage of tax benefits specific to your liquidity event year. For post-IPO entrepreneurs, we offer guidance on diversification strategies, SEC compliance and managing concentrated positions.
Questions to Ask Yourself
- How does my exit strategy align with my personal motivations (income, wealth, identity or legacy)?
- Do I have an accurate business valuation to underpin my exit planning?
- How can I grow and protect my business value before exiting to maximize proceeds?
- Who’s the best steward for my business moving forward (my family, key employees or an outside buyer)?
- How will market conditions at the time of the event impact my investment strategy?
Your Partner Throughout the Journey
No matter how complicated or significant your transaction, our team provides you with confident, accessible guidance without unnecessary complexity.
Schedule a confidential consultation to discuss your timeline and develop a personalized strategy that helps to secure your financial and tax-optimized future.
Talk With a Partner
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