The Owner's Exit Planby Qubera Wealth Management

Talk to us

Talk to us, before or after the sale

A first conversation costs nothing. Bring the letter of intent if you have one, or just the questions if you have already sold. If you do not need a planner, we will say so.

What to bring

If you are still selling:

  • The letter of intent or term sheet, signed or not.
  • Your entity type, and if a C corporation, roughly how long, because that decides whether QSBS is even possible.
  • The buyer's draft purchase price allocation, if you have one.
  • The rollover percentage and anything you have been told about the equity and the waterfall.
  • Your state of residence and whether a move is under consideration.

If you have already sold:

  • The rough shape of the deal: cash, rollover, any earnout or note.
  • What you owe or have paid in tax, and any future payments still coming.
  • Your other savings and retirement accounts, and what income you need the money to replace.

How an engagement works

  1. A first conversation, no charge

    Thirty minutes. You describe where you are. We tell you whether a review or a plan would change anything, and if it would not, we say so.

  2. A focused review or plan, flat fee

    Before a sale, we model the after-tax outcome and flag what to negotiate. After a sale, we build the plan for the proceeds, the rollover, and the low-tax years. Either way it is scoped in advance, and we work alongside your CPA and attorney.

  3. Ongoing planning, if you want it

    Some owners ask us to manage the proceeds and plan around the rollover and the years ahead. That is a separate engagement with an asset-based fee, described in Form ADV Part 2A. It is optional.

Schedule a call

The simplest way to start is to book a free 30-minute call using the calendar below. Pick a time that works for you, and you will get a calendar invite with a video link. There is no cost and no obligation. If the calendar does not load, email or call us using the details below.

Or reach us directly

Email: mail@quberawealth.com
Phone: (323) 999-1095
Qubera Wealth Management
35 North Lake Avenue, Suite 710
Pasadena, CA 91101
Firm site: quberawealth.com

Please do not send account numbers, Social Security numbers, or full deal documents by email. We will set up a secure link for documents after the first conversation.