Liquidity Event Planning
Liquidity events are exciting! But also require careful planning.
Last updated
Liquidity events are exciting! But also require careful planning.
Last updated
You've worked really hard to help build/grow your company, and now you have the ability (or possibly, requirement) to cash out some/all of your equity. It's exciting, but also comes with a number of key decisions regarding (1) your personal financial planning/goals, (2) risk tolerance, (3) your opinion of the company/its business prospects, (4) deal-specific circumstances, and (5) tax management/optimization.
Making optimal decisions during a liquidity event can go a long way in , , and !
Decisioning for liquidity events can be probabilistic (e.g. odds of an anticipated event occurring), or functional (event is announced/very likely to occur). The key items to consider as you make a decision definitely need to take into account whether the liquidity event is anticipated or known/announced.
There are multiple types of liquidity events, each with their own specific nuances, rules, potential restrictions, and key decisions/considerations. We created an in depth guide for each of the most common liquidity events types:
Liquidity Event Planning Guide:
Liquidity Event Planning Guide:
Liquidity Event Planning Guide:
Liquidity Event Planning Guide: