Pre-Planning for Liquidity Events: Protecting Wealth, Minimizing Taxes

The most successful liquidity events don’t begin at the closing table—they begin well before a deal is on the horizon. This session unpacks the strategies that business owners use to prepare for a major exit, with a sharp focus on mitigating taxes, protecting assets, and aligning financial outcomes with long-term goals. Hear from founders and wealth advisors who’ve navigated the process and learn how proactive planning can preserve more of what you’ve built.