The Sale Is Behind You. The Complexity Is Just Beginning.
Most business owners spend years planning the exit. Very few plan for what comes after. The year after a liquidity event is often among the most consequential of your financial life.
What working with MG Financial looks like
* We work with a limited number of families. A confidential conversation is where we both determine if there is a fit.
Schedule a Confidential Call
Begin with a private call.
The window after a liquidity event is one of the most consequential periods of your financial life. Don’t navigate it without a plan.
Many entrepreneurs expect the complexity to disappear after a sale. Instead it shifts. Tax decisions with long-term consequences need to be made quickly. The estate plan, drafted years ago, no longer reflects the wealth you now have. Investment choices that felt simple when your net worth was tied up in the business suddenly call for a different framework.
And everyone, it seems, has a recommendation.
This moment calls for a single fiduciary partner: someone who understands what you have just created, builds a durable plan around it, and implements every part of it.
For MG Financial clients, that looks like:
Tax strategy in the first year
when the decisions made early are difficult to recover later
Estate and trust planning
that reflects your family, your values, and your intentions
Investment management
through a curated multi-manager platform, matched to your risk tolerance and liquidity needs
Coordination
of every professional involved, from one durable Roadmap
Ongoing oversight
that adjusts as your life evolves
Our Standard of Accountability
Post-liquidity planning is not a product. It is a discipline. The families who preserve and grow what they built do not do it by finding the single best investment manager. They do it by having one accountable partner who coordinates every dimension of their financial life, tax, estate, investment, insurance, and legacy, from one plan, implemented with care.
A dedicated advisor
who knows your complete picture across every entity, relationship, and goal
A durable Roadmap
built around your situation, not a model portfolio
Trust and estate strategy
that reflects your family and your intentions
Investment management
through a curated multi-manager platform
Reviews that lead to action
not just conversation
Full implementation
of every recommendation
Mary E. Gilligan, Esq.
Many of the families Mary Gilligan works with come to her in the period right after a major liquidity event: a sale, an IPO, a significant vesting. They have more wealth than they have ever managed, more decisions than they expected, and no single advisor accountable for the full picture.
As a Certified Financial Planner with a background in law, Mary combines legal insight with decades of financial planning experience. More than 40 years of experience sit behind the firm she leads, built around entrepreneurial families moving through complex transitions.
As CEO and Chief Investment Officer of an SEC-registered investment advisory firm, her approach is direct, thorough, and personal. Every relationship begins with a confidential conversation about what matters most to you and your family, followed by a plan that is actually carried out.
If you are navigating the period after a significant liquidity event and do not yet have a single partner accountable for the full picture, that conversation starts here.
