Plan before you sign

Most of the value in a company sale is decided before the term sheet. Tax residency, holding structures and the timing of the deal are far harder to change once a buyer is involved.

Three questions to answer early

Where will you be resident when the deal closes? Who in the family should own what, and through which vehicle? How much liquidity do you need in the first three years?

We coordinate these answers with your lawyers and accountants so the proceeds arrive in a structure that already works.