90-Day Post-Sale Wealth Checklist
The sale is a transaction. The next 90 days determine whether the proceeds become durable wealth—or a slow leak of taxes, indecision, and expensive mistakes. This checklist gives you a clear order of operations for what to do first, what to delay, and what to avoid.
You'll get:
- A 90-day decision checklist (in the right order)
- A tax-coordination question list for your CPA
- A simple framework for cash, investing, and income planning
Confidential • Built for business owners • Takes ~2 minutes to request
Post-sale wealth management is the structured process of protecting and organizing a liquidity event—where to hold cash safely, how to coordinate taxes with your CPA, how to build an investment strategy aligned to goals, how to create an income plan, and how to align estate and legacy priorities. The goal is clarity and sequencing—so you don't make irreversible decisions under pressure.
Most post-sale mistakes aren't dramatic. They're "reasonable" decisions made in the wrong order.
After a sale, money moves faster than planning. The common pattern looks like this:
- Cash sits too long in the wrong place (or gets invested too quickly)
- Taxes become reactive instead of coordinated
- Portfolios get built from products, not purpose
- Spending expands because there's no income framework
- Family expectations change, but governance doesn't
This checklist is designed to put your decisions in the right sequence—so you stay in control.
What you get (and how it helps)
This is a practical 90-day plan built for owners who want structure—not noise.
1) 90-Day Post-Sale Checklist (sequenced)
Know what to do immediately, what to do next, and what to delay.
2) CPA Coordination Questions
A clear list of questions to bring to your CPA so taxes don't become an afterthought.
3) Cash + Investing + Income Framework
A simple way to segment reserves, set guardrails, and build an income plan that makes wealth feel usable.
4) Optional 15-Minute Clarity Call
If you want, we'll help you prioritize your next best step.
Send me the checklist
Enter your info and we'll email the PDF. If you'd prefer, you can also download it from the thank-you page.
What the checklist covers
Already sold? We can help. Planning to sell? We're built for that.
If you've already closed, this checklist gives you a clean first 90-day plan.
If you're still pre-exit, our specialty is building leverage before the sale—so diligence is cleaner and the post-sale plan is ready.
Exit Readiness ScorecardFAQ
Is this only for people who already sold?
It's designed for post-sale owners, but it's also useful if you're closing soon and want to avoid early mistakes.
How fast will I receive it?
You'll receive it by email shortly after submitting the form.
Is this tax or legal advice?
No. This is an educational checklist designed to help you organize decisions and coordinate with your CPA and attorney.
What if I'm not sure what to do first?
That's exactly what the checklist is for—sequencing decisions so you don't move too fast or too late.
Do you offer a call to review my situation?
Yes. You can book a short clarity call after receiving the checklist.
Get the checklist. Get organized. Protect what you built.
For informational purposes only. Not legal or tax advice.