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If you are involved in an acquisition, IPO or merger,
the Mason Companies can assist you with the transaction on
a personal basis.
We can assist you by providing personal financial planning
within the context of a corporate transaction. We have provided
independent advice to entrepreneurs for more than two decades,
helping business owners find value in their transaction. We
believe that our history of providing advice and assistance
gives us a depth of experience and skill that is unique in
the financial services industry.
The Mason Companies works for you. We do not provide investment
banking services, have no proprietary products and are product-independent.
The Mason Companies offers:
- Pre- and post-transaction tax planning
- Share gifting strategies, pre-transaction
- Tactical advice on liquidating shares, post-merger or
IPO
- A financial independence capital target
- Estate planning, risk management and portfolio allocation
analyses and advice
If your firm is within 12-18 months of a corporate transaction,
or if you have had an IPO and are holding shares in lock-up,
please call us.
For information on Financial Planning for Corporate Transactions,
contact Denis O’Sullivan,
(703) 716-6000, or email denis@masoncompanies.com.
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