Top Tips Before Selling Your Business

CEO Founders, Entrepreneurs, Business Owners

As you begin liquidity planning, exit planning, succession strategy, and selling your business, have you determined:

Your lifestyle needs vs cash flow and how that impacts the sale.
Strategies to minimize taxes to help preserve your wealth.
How to structure your estate to help protect your family.

And more…

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Cresset is an independent, boutique multi-family office and private investment firm. We specialize in private wealth management for CEO founders, entrepreneurs, business owners, executives, multi-gen and UHNW families. Our Family Office goal is to reinvent the way you experience wealth so you have more time to spend on what matters to you most.

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Cresset refers to Cresset Capital Management, CP Parent, LLC, and all of their respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducting advisory business under the names of Cresset Sports & Entertainment and CH Investment Partners, provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset Partners, LLC, provides investment advisory services strictly to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC, and Cresset Partners, LLC, are SEC registered investment advisors.