Protect the first 90 days
Set aside the tax money. Decide where the proceeds will sit. Do not make permanent choices while the dust is still in the air.
AFTER THE SALE CLOSES
Closing day is not the finish line.
The work changes after the wire arrives. The first year needs a plan for cash, taxes, health insurance, and a life that no longer runs on the company calendar.
Build the new paycheck
Turn proceeds into a sensible personal cash flow, including health insurance and the financial choices that used to run through the company.
Plan Monday morning
Make room for what comes next, whether that means family, a new project, a board seat, or time you have not had in years.
THE YEAR AFTER
Less noise. More deliberate choices.
We continue managing the proceeds after closing, with a tax-season review included, so the plan remains useful when the sale is no longer the only thing in front of you.
See how we are paid“The year after the sale was harder than the sale. She had planned for that, too.”Tom B., Decatur