Cresset Capital https://cressetcapital.com/entrepreneurs/
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Liquidity & Exit Planning

For CEO Founders & Entrepreneurs

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Align your Exit Strategy with Your Goals.

Streamline your plan for liquidity.

We assist CEO founders and business owners through liquidity planning, selling a business, pre-sale planning, transaction planning, exit strategies, tax strategies, capital gains strategies, estate planning, and succession planning.

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Assets Under Management¹

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True Fiduciary® Standards¹

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Liquidity Planning Events¹

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Top Ten Tips Before Selling Your Business

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Path to Financial Freedom

Tax and cash flow strategies for exit planning.

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  • Pre-Transaction Planning: Business advisory and capital gains tax strategies to help prepare you, your family, and business for a successful exit.
  • Exit Strategies: Tax and estate planning strategies for your liquidity event, business exit, initial public offering, acquisition, and succession planning.
  • Tax Efficient Portfolios: Personalized wealth management, charitable planning, and asset allocation 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 private investments and industries that are likely to grow exponentially.
  • Diversification: Your portfolio is key to creating an income stream that sustains financial independence.

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Access TO DIRECT PRIVATE Investments

  • Private Markets
  • Tax-Efficient Investments
  • Real Estate
  • Qualified Opportunity Zones
  • Private Capital & Credit
  • Private Equity Secondaries
  • Curated Fund Vehicles

TALK WITH A FOUNDER

Centralize Your Financial World

Bringing together the resources you need.

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PREPARE
Today for your
financial independence.

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PLAN
Your next venture
and create your legacy.

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STREAMLINE
Your time
and enjoy your lifestyle.