Liquidity Events
IPOs, acquisitions, and secondary sales are rare and irreversible. The decisions you make in the months before and after define your financial future for decades.
Schedule a CallIPO lock-up expirations, acquisition close dates, and secondary sale windows create real urgency. The wrong move at the wrong time costs you.
Capital gains, ordinary income, QSBS, and state tax exposure all vary by how and when you sell. Most advisors learn this after the fact.
Sudden wealth changes your relationship with money. Impulsive decisions — large purchases, over-diversification, bad investments — are common and expensive.
Before the event: one or two accounts. After: brokerage, trust, donor-advised fund, real estate, private equity. You need a system.
Forward specializes in the full arc of a liquidity event — from pre-event planning and tax modeling through the transition and into long-term wealth management. We help you move deliberately, not reactively.
Comprehensive coverage before, during, and after your event.
The earlier you start planning, the more options you have. Let's talk before the window closes.
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