Keeping Your Money - With Will Sutherland

So you sold your company for a huge multiple - Now what

Private sales, PE, and VC money can leave business owners with a huge windfall, but it also can have serious tax implications that could take a lot of that money out of your pocket.

Today we bring in Will Sutherland, CEO and President of Three Pillars Wealth Management who believe in educating his clients on the critical importance of planning, especially when there could be a sudden inflow of cash that requires special handling to make sure as much as possible stays with you. Will shares his experience with owners who sell and what they need to do to set themselves up as they prepare to exit their company.