Preparing Your Life for Liquidity: Post-M&A Success (Beyond the Financials)

Adapting to the new phase of life after the sale and exit of a business can be trickier than business owners are expecting—not anticipating the less-tangible challenges that can include the struggle with a lost sense of identity and even being unsure of how to introduce themselves after the exit. That’s why it’s important, well in advance of a liquidity event, to think about new outlets for time and energy. Going beyond the planning for a liquidity event and the focus on the financials, it’s equally important to prepare and think through post-transaction lives using four lenses—habits, hobbies, gigs, and loves.