Liquidity events and business sales

The sale of a business can turn decades of work into liquid capital in a single day. The decisions taken in the months that follow often matter as much as the sale itself.

The situation

From one concentrated asset to a family balance sheet.

Before a sale, a family’s wealth is usually concentrated in a company it understands well. Afterwards it holds capital that must be placed, protected and governed, often while proposals from banks and managers arrive at once.

We help the family set the pace. Structure and governance are settled first, so that investment decisions follow a plan the family has agreed.

Questions we help answer

What families ask us.

What must this capital achieve?

Objectives, liquidity needs and time horizons for each part of the proceeds.

How should it be held?

Holding structures and jurisdictions aligned with the family’s plans.

How do we choose between proposals?

An assessment of each proposal against the family’s own framework.

How do we keep the family aligned?

Governance that gives every family member a clear role in the decisions.

An illustrative situation

Illustrative example. Not a client.

A founder sells a majority stake in the family business. The proceeds arrive in one account, and several banks propose portfolios within weeks.

We first establish the family’s objectives, liquidity needs and governance, then assess the proposals against that framework and coordinate implementation across the chosen institutions.