Life after the business sale.
The deal closed. Now comes your first year-end and tax season as someone with liquidity instead of a business, and both are closer than they feel.
Have the year-end conversation in October, not December.
3LM / Insights
“I'd rather answer the same question twice than watch someone guess once.”
The deal closed. Now comes your first year-end and tax season as someone with liquidity instead of a business, and both are closer than they feel.
The easiest moment to think clearly about concentration is while the stock is doing well, not after it turns.
Grief and the pressure to seem responsible tend to arrive together. Neither one requires a decision this week.