A business sale is often an owner’s biggest chance to give back in a meaningful way, and timing makes all the difference. Some of the most effective charitable strategies need to be in place well before a deal is final.
I created this guide for investment bankers, business brokers, attorneys, CPAs, and wealth managers who want to know when to bring in a philanthropic advisor.
What’s inside
A simple timeline, from the early planning conversation to after closing
The three windows where charitable planning matters most, and what I do in each one
How donor-advised funds, charitable remainder trusts, and private foundations compare around an exit
I’m the teammate who makes sure the owner’s generosity gets as much thought as the deal itself, while the tax, legal, and financial work stays with the experts who handle it.
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