Planning Your Exit: A Founder’s Guide to Pre-Liquidity Event Strategy
Oliver and Noel will spend an hour deep-diving into pre-transaction planning in this session. They will provide a framework to consider as you navigate an exit event, whether an initial secondary transaction or a more sizable business sale scenario.
A few discrete topics that Oliver and Noel will cover include:
- Most Frequently Asked Questions from Pre-Exit Founders
- Introduction to Cresset and the Cresset Catalyst Program for Entrepreneurs Preparing for a Liquidity Event
- Financial, Estate, and Tax Planning 101
- Tax Optimization Strategies Before and After a Capital Event, Featuring Real Case Studies
- What Comes Next: A Practical Checklist, What It Costs to Plan (or Not), and How to Build Your Roadmap
The goal is for you all to leave the session with a framework for considering personal financial planning opportunities related to your potential business exit scenarios.
Oliver Rose (full bio) is a Cresset Founding Team Member and Head of Strategy for the firm’s Family Office Services platform. In addition, he was the Founder of Cresset Catalyst, an Agile Family Office for pre-liquidity entrepreneurs and innovators. He works with emerging CEO Founders and senior leaders at growth companies, planning for future exits by engaging them with a team of advisors dedicated to their unique goals and needs. [Learn more about Cresset Catalyst HERE.]
Noel Campbell (full bio) is a Managing Director, Wealth Advisor for Cresset. She supports entrepreneurs on their wealth journey, focusing on pre-/post-transaction planning, trust and estate strategy, tax mitigation solutions, and investment management. As a Wealth Advisor, she serves as her clients' primary point of contact to provide personalized advice and solutions to address their complex needs. Noel played a key role in building the Cresset Catalyst program.
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