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Exit & Liquidity Planning

Preparing to sell a significant asset like a business, a music catalogue, or a substantial piece of real estate presents numerous opportunities for planning to minimize taxes, shift ownership within the family, and benefit philanthropic interests. Exit planning is a process that often involves a team of experts across multiple disciplines working together for months or even years prior to a deal to properly structure and execute the transaction. Our exit and liquidity planning can help maximize the net proceeds of a deal done well:

  • Pre-Transaction planning
    • 1202 planning
    • Purchase price allocation and cost segregation
    • Equity rollover
    • Estate & legacy planning 
    • Tax optimization
    • Using private assets to accomplish charitable goals
  • Baird Business Owner Solutions
    • Business transitions
    • Value and marketability assessment
    • Mergers and acquisitions
  • 1031/721 (UPREIT) exchanges using Delaware Statutory Trusts (DSTs)
  • Exchange funds and completion portfolios
  • Qualified Opportunity Funds

The Liles Group’s family dynamics and governance planning capabilities are further supported by a dedicated team of attorneys and tax & estate planning specialists. We regularly consult with our Advanced Planning Team for assistance with technical matters and for help creating tailored solutions for our clients’ most challenging problems. We also engage several resources outside the firm for this discipline.