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

Streamline Your Path

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CEO Founders & Entrepreneurs

You Face Unique Planning Challenges.

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True Fiduciary® Standards¹

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Liquidity Plan Events¹

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Top Ten Tips Before Selling Your Business

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Path to Financial Freedom

Plan Your Business Exit to Align With Your Personal Goals.

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  • Pre-Transaction Planning: Business advisory and critical steps to help prepare you, your family, and your business for a successful exit.
  • Exit Strategies: Tax and estate planning strategies for your liquidity event, business exit, IPO 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.

Family Office for Entrepreneurs

Bringing Together the Resources You Need, When You Need Them.

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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

 

EXPLORE YOUR FAMILY OFFICE

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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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