Planning Ahead of 2026 Liquidity Events

Going into 2026, we're seeing a lot of liquidity events. Exits, mergers, acquisitions, and private investments are coming together. When that happens, the conversation shifts pretty quickly from

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impact of this? That's where planning actually matters.

Strategic Approaches

For some clients, it's tax loss harvesting. Stacking losses ahead of a big liquidity event. For others, it's structuring early so something like QSBS is even available down the line. And once people have assets, it opens up different conversations around lending, interest rates, and how capital is used without triggering unnecessary taxes.

The Bigger Picture

None of this is about one tactic. It's about understanding what's coming and planning early enough to keep more of it. When you're

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, the foundation starts long before the liquidity event arrives.

Final Thoughts

Liquidity events in 2026 will create opportunities, but they'll also create tax exposure if you're not prepared. The key is early planning, whether that means tax loss harvesting, QSBS structuring, or strategic use of lending and capital. The difference between keeping more and losing more often comes down to timing. Those who plan ahead will be in a much stronger position when the event arrives. If a liquidity event is on your horizon, now is the time to start the conversation.