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Financial Planning for Acquisitions

A company you work for getting acquired can be a defining moment in your professional and financial journey. It can also be a complex one. An acquisition presents a unique combination of tax, liquidity, investment, and financial planning considerations that require careful guidance. Areas we can help you address include:

  • How to protect and grow your new found wealth
  • Understand tax consequences as a result of the acquisition
  • Find tax efficient places for your money
  • Plan a major purchase such as a property or a business
  • Consider your estate planning needs
  • Map out your charitable giving plans

We are extensively experienced in helping individuals navigate their financial journey leading up to and following an acquisition. If your company was recently acquired, please call us on (408) 489-3980 or email us at for a consultation.

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