Financial advisors for founders after a business exit
After a sale, founders often go from one concentrated asset to a large, liquid balance plus a tax bill. Sam's List is a directory where you can compare financial advisors and accountants who list exit, tax and wealth-planning work.
What advisors usually help with after an exit
Common work includes building an investment plan for sale proceeds, planning estimated tax payments, coordinating any earn-out or rollover equity, setting up retirement and charitable strategies, and updating estate documents to reflect new wealth.
Advisor vs. CPA
A financial advisor focuses on investments, cash flow and long-term planning. A CPA handles the tax returns and the tax treatment of the transaction. Many founders use both and ask them to coordinate.
Before and after the sale
Planning before a letter of intent is signed can affect deal structure and taxes. If the sale has already closed, the priorities usually become tax payments, liquidity reserves and a written investment policy.
How to compare options
- How the advisor is paid (flat fee, hourly or a percentage of assets)
- Whether they are a fiduciary for all advice
- Experience with post-sale liquidity, earn-outs and concentrated stock
- How they coordinate with your CPA and estate attorney
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Related research
Frequently asked questions
When should a founder talk to a financial advisor about an exit?
Ideally before signing a letter of intent, because deal structure can affect taxes. Advice after closing is still useful for investing proceeds and planning tax payments.
Does Sam's List recommend a specific advisor?
No. Sam's List is a directory. You can compare profiles, reviews and published pricing, then contact professionals directly.
Sam's List is a directory. Listing or paid status does not imply endorsement or ranking.