Pre-Event/Liquidity Planning

Navitas helps our clients position their business and investment assets for sale by providing Pre-Event or Pre-Liquidity Planning.

A client who wants to buy or sell a business often struggles with these questions:

• What is the business actually worth and how do I place a value on it?
• What steps should I be taking today to optimize the value of the business?
• How do I position the ownership of the business today to minimize income, capital gain and estate taxes (because I am certain that, in today’s political and economic environment, taxes are going up)?
• How do I position the wealth to maintain financial security for myself and the future generations while protecting the assets from divorce, frivolous lawsuits and estate taxes?
• What is the proper investment portfolio for me?
• Should I be concerned about the publicity that surrounds the liquidity event?
• What impact will that publicity have on my family?
• How do I prepare my family for the transaction?
• How much information should I share with my family?
• Once I sell the business, what will I do with my life?
• How do I move from success to significance?

• Creating a more tax-efficient structure that minimizes income, capital gains and estate taxes.
• Helping to develop and implement an investment policy and portfolio that will secure their financial future.
• Helping them manage their decision making process related to issues involving their family, their philanthropy and their legacy.
• Providing additional services, as necessary, such as public relations, personal security, etc. through our strategic relationships. 

Because of our “holistic” approach to wealth planning, we are uniquely qualified to develop and implement a liquidity event plan that addresses both financial and non-financial issues

.