Private Wealth Management
Ryan DeVore, partner, head of Private Wealth Management, and Matt Zimmer, partner, global head of Investment Banking, provide observations, learnings, and ideas for business owners as they prepare for life post-transaction.
This video was recorded on September 4, 2025.
You can also learn more by reading our publication, Preparing Your Life for Liquidity: Post-M&A Success (Beyond the Financials)
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Last year’s passage of the One Big Beautiful Bill Act (OBBBA) has major implications for business owners and pre-liquidity planning. While the new permanence of gift and estate tax exemptions has drawn more headlines, changes to qualified small business stock (QSBS) rules might be more consequential, especially for founder-owners.
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