Your wealthy client wants to sell his or her business. What can you do to help plan properly for this major liquidity event?

Construct a "dry run" scenario analysis so the client can envision what their life will be like after the sale, and what their corresponding financial needs will be, suggests Michael Montgomery, managing director of CTC Consulting/Harris myCFO.

Register or login for access to this item and much more

All On Wall Street content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access