Cresset https://cressetcapital.com/entrepreneurs/
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Liquidity Planning
& Selling Your Business

Streamline Your Path

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CEO Founders | Entrepreneurs

You Face Unique Planning Challenges

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Liquidity Events¹

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Top Ten Tips Before Selling Your Business

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Path to Financial Freedom

Private Wealth Management

tax minimization strategies

  • Pre-Sale Planning: Critical steps to help align with evolving tax laws.
  • Exit Strategies: Tax savings for your liquidity event, business exit, and succession planning.
  • Tax Efficient Portfolios: Customized for your specific wealth objectives, risk tolerance, and future plans.

CASH FLOW STRATEGIES

  • Paycheck Replacement: Create cash flow regardless of market, economic, or interest rate cycle.
  • Disruptive Innovations: Consider industries that are likely to grow exponentially.
  • Diversification: Key to creating an income stream to sustain financial independence.

Boutique Family Office

Driven by Innovation. Built for Entrepreneurs.

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Financial
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Lifestyle
Enhancements

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Your
Next Venture

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Access Diverse Investment Opportunities

  • Private Markets
  • Tax-Efficient Investments
  • Real Estate
  • Qualified Opportunity Zones
  • Private Capital
  • Private Equity Secondaries
  • Deep Network Sources

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Learn About Member-Exclusive Events

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Access to Events & Ideas

Curated programs with globally recognized thought leaders, scientists, authors, researchers, technologists, and entrepreneurs
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Peer-to-Peer Network

You become part of a community that shares advice, resources, and investment possibilities to help enrich your life.