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IFP Insights


Planning For a Liquidity Event: Steps to Take Before & After Thumbnail

Planning For a Liquidity Event: Steps to Take Before & After

Whether you’re the owner of a small business or a C-suite executive, you’ve worked hard to help your organization grow and succeed. You may have accumulated valuable assets along the way, but it’s estimated that as much as 80% to 90% of them are tied up in your company. And if you’re one of the 48% of business owners without an exit strategy, that could make things difficult when you plan on retiring or otherwise stepping away.

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