From Founder to Family Steward: Managing Your Financial Future
Watch an uninterrupted, unscripted conversation discussing tax considerations, family dynamics and what might happen the day after a sale.
For entrepreneurs approaching a future sale or liquidity event.
PRE-SALE PLANNING
The Path to Liquidity: Preparing to Sell Your Business
Watch an uninterrupted, unscripted conversation discussing tax considerations, family dynamics and what actually happens the day after a sale.
For entrepreneurs considering a future sale or liquidity event.
A smart exit starts long before the sale.
The most successful liquidity events may not be defined by the transaction itself, but by the preparation that happens before decisions are locked in. Thoughtful planning can create clarity around value, timing, and what life might look like on the other side of the deal.
Hear directly from advisors who have guided entrepreneurs through some of their most complex financial milestones, helping them align wealth, lifestyle, and legacy before, during, and after a liquidity event.
Approach your exit with confidence and intention.
Are you preparing to sell your business?
Preparing for a liquidity event requires more than finding the right buyer.
Our liquidity event framework outlines six key areas founders should evaluate when approaching a business sale.
Building the Right Team
Financial Model & Lifestyle Plan
Trust, Estate & Tax Strategies
Protection & Insurance*
Timeline & Reality Check
*Evoke does not directly provide these services or products, and may refer you to unaffiliated third parties. Clients and prospects are under no obligation to engage any referred service providers.
Download the Pre-Sale Planning Checklist
Some of the most important steps to evaluate readiness, plan strategically, and approach a potential sale with clarity and confidence.
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Ranked #1 in Forbes Top RIA Survey
Ranking published on October 25, 2022 based on data as of December 31, 2021, ranking published on October 10, 2023 based on data as of March 31, 2023, ranking published on October 8, 2024 based on data as of March 31, 2024, ranking published on October 1, 2025 based on data as of March 31, 2025, as provided by SHOOK®. Evoke neither received from nor provided compensation to Forbes/SHOOK® with respect to these rankings.
For the 2025, 2024, 2023 and 2022 Forbes “America’s Top RIA Firms” rankings, Forbes accepted advisors who met pre-determined minimum thresholds and acceptable compliance records. America’s Top RIA Firms ranking is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients. Evoke is not affiliated with Forbes/SHOOK®. Past performance does not guarantee future results.
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance results. These rankings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. No ranking or award implies any level of skill or training. There is no guarantee of continued success.
MAI Capital Management, LLC is an investment adviser registered with the Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Evoke Advisors is a division of and a wholly owned subsidiary of MAI.