Decision Making

One cap table can hold stock under four different Section 1202 regimes at once, set by when each block was issued. Selling at year three instead of year five costs roughly $2.1 million on a capped gain. Here's what advisors now have to track, and why almost no advisory stack can produce it on demand.

A founder closes a $40 million business sale. You know about the liquidity event. Here's what your systems probably can't show you — and why that gap is about to cost advisory firms their most complex clients.