Business Sale & Liquidity Planning
Navigate Your Business Sale With a Fiduciary Team at Your Side
Integrated exit planning across tax, legal, estate, and investment strategy — with the implementation discipline most advisory relationships never deliver.
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Filler Form
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30+
Years Advising Owners
1996
Independently Founded
SEC
Registered Investment Advisor
100%
Fiduciary, Day One
What’s at Stake
The exit you’ve worked toward deserves more than a last-minute advisor.
For most business owners, the sale is the largest financial event of their lives. It is also the most complex — and the least familiar. Decisions made in the months before closing can shift your outcome by hundreds of thousands of dollars or more. Many of them cannot be undone after the fact.
i.
After-tax proceeds
How much of the sale price you actually keep — and the structures that make a meaningful difference.
ii.
Asset protection
Whether your assets are insulated before the transaction closes, when the windows for planning are still open.
iii.
Estate alignment
How your estate plan accounts for the wealth you are about to create — not the wealth you have today.
iv.
Family continuity
How your family is positioned for the years that follow the sale, from cash flow to philanthropy.
The Engagement Window
When the work happens determines what’s possible.
A typical 24-month roadmap, from first conversation through post-closing oversight.
Engagements vary. Some owners begin earlier; some need to move quickly. The principle is the same: earlier engagement, more options.
24 months out
Discovery
Confidential conversation, goals, family context, and a candid review of your current advisors.
18 months out
Asset Protection
Creditor and liability structures implemented while the windows for planning are still open.
12 months out
Tax Architecture
Coordinated tax strategy across the transaction, your estate, and your family entities.
6 months out
Pre-Close Coordination
Implementation across CPA, attorney, estate planner, and insurance — every detail accounted for.
Post-close
Wealth Plan
Investment strategy for the shift from concentrated to liquid wealth, with ongoing oversight.
A Brief Introduction
What pre-liquidity planning actually looks like.
Most business owners begin working with us 12 to 24 months before their anticipated sale. The earlier we engage, the more options remain available — and the more meaningful the difference.
In this short video, Mary Gilligan walks through the coordination required before a business sale: tax, legal, estate, asset protection, and the post-closing wealth plan that follows.
Integrated Wealth Strategy
One team, sitting at the center.
Your CPA, your attorney, your estate planner, your insurance advisor — they each see one face of the cube. We coordinate the picture as a whole, and we implement.
No more conflicting answers. No more pieces falling through the cracks. One team accountable for the outcome.
Coordinating With
Attorneys
Accountants
Bankers
Insurance
Consultants
Custodians
Founder & Chief Investment Officer
Mary E. Gilligan,
Esq.
SEC-Registered Investment Advisor · Member of the Massachusetts Bar
SEC-Registered Investment Advisor · Member of the Massachusetts Bar
Mary founded MG Financial in 1996 on a straightforward conviction: entrepreneurial families deserve a financial partner who implements, not one who simply advises.
With more than 30 years of experience and a legal background, Mary understands the intersection of business, tax, estate, and investment planning in a way that few advisors can. She leads a team that manages the full spectrum of exit planning — from pre-sale asset protection through post-closing wealth management.
Her approach is direct, thorough, and personal. Every relationship begins with a confidential conversation about what matters most to you and your family.
Let’s Talk About Your Sale
Within 24 months of a business sale, IPO,
or significant liquidity event?
That conversation starts here. Direct, thorough, and entirely confidential —
with the team that will actually do the work.
