The months before a transaction are often consumed by the transaction itself. Decisions about taxes, estate structures, charitable intent, family communication, and post-close liquidity can affect the family’s plan for years.
Start by mapping the decisions that become difficult to revisit after closing, or impossible.
Build the decision map early
A coordinated team can identify which questions belong with the attorney, CPA, transaction advisor, and wealth advisor. Clear ownership reduces both duplication and the risk that an important issue sits between specialties.
Starting early gives each planning decision its own deadline and responsible professional.