Navigating a Cliff Event – Aligning Your Exit Strategy with Your Goals
In this session, Matt and Alyssa will spend an hour deep diving into streamlining a plan for liquidity and selling a business, also referred to as a “cliff event.” Selling a business is a dream for many entrepreneurs, but it’s also a complex practical reality.
A few discrete topics that Matt and Alyssa will cover include:
- The wealth management landscape
- When things go right vs. when things go wrong
- Proactive planning & building a trusted team: pre-sale and transaction planning, exit strategies, trust and estate planning, and more
- Building a peer support system
- Finding meaning and cultivating purpose after a deal
By way of background, Matt and Alyssa are President and Executive Director, respectively, at Crestone Capital (website), an independent multi-family office with 30+ years of experience delivering holistic and high-touch wealth management solutions to an exclusive network of entrepreneurs, business owners, and their families. The team at Crestone Capital provides a suite of fully integrated investment management and wealth advisory solutions to families looking to protect and enhance their wealth and define their legacy. With more than $3B+ in assets under management (or “AUM”), the team combines institutional knowledge with a personalized, boutique approach to serve clients as fiduciaries, putting their clients’ needs and interests first. Crestone is 100% employee-owned, with offices in Boulder, Denver, Austin, and Los Angeles. Outside magazine has recognized Crestone three times as one of the top 50 Best Places to Work in America.
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