Challenges:
- Lack of liquidity planning pre-sale.
- Estate and succession uncertainty.
- Heavy tax drag at sale.
- Post-exit identity and investment strategy confusion.
- Siloed advice from transaction, tax, and investment professionals.
TQM Value:
- Provides a pre-sale to post-sale roadmap integrating business value, family wealth, and tax strategy.
- Implements tax-efficient structures (e.g., charitable trusts, gifting strategies).
- Aligns wealth transfer with family goals and philanthropic intent.
3C Outcome:
Clarity on after-tax proceeds → Confidence in new wealth identity → Control of the family’s long-term direction.
Mapped Services:
- Business Owner & Liquidity Planning
- Legacy & Estate Planning
- Investment Management
