As a business owner, you may feel like your wealth is invested in a single stock -- your privately-held company. Join us to discuss how you can diversify and unlock wealth now and over time.
Most business owners think there’s one way to generate liquidity from their business – to sell it. However, that’s one of MANY options, and in our experience, it’s often not the best one. We can help you navigate complex variables and choose a path that best fits with your personal and professional goals.
– Marc Lewyn CEO, Strategic Liquidity Services at GV
…that may work better for all than simply selling or transferring ownership to the next generation as the default option. For example, you – the owner or founder – may be able to generate the money you need to feel secure AND keep the business going strong for your children, employees and future generations.
Whether you want to walk away completely, unlock maximum value, or just free up some time and assets, we can help. We’ve created “Strategic Liquidity Services” (aka “SLS”) to guide you through this complex life decision as a neutral party focused on the big picture. We help you consider your options in the context of what works best for you as the owner. How would you really like to live? Do you want to continue in the business and/or pass it to your children? What do you want and need in your personal life?
Remember, selling is only one option; we believe there are multiple ways you can unlock wealth:
Is the election making you re-think your investments? Scientists call that “emotional investing,” and it’s a strategy to avoid. Join us to discuss election-related market performance, behavioral biases, and strategies to protect your wealth from emotional decisions.