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Want to get in touch? Visit our website and reach us here: https://www.tidecrestwm.com/contact In this video, I walk through the exact pre-liquidity checklist I use with business owners who are preparing to sell their companies, and I explain why the biggest financial mistakes often happen after the sale, not during the negotiation. I break down why getting a formal valuation matters, how to evaluate your tax and estate structure years before the exit, how to build a “day-after” investment plan that protects you from emotional decisions, and why assembling a coordinated team, your CPA, attorney, M&A advisor, and a true financial quarterback is critical for navigating a major liquidity event. Whether you’re planning to sell in the next 1–5 years or you’re just starting to think about your exit strategy, this video gives you a clear framework for protecting what you’ve built so you can enter the next chapter of your life with clarity and confidence.