With so many life-changing liquidity events on the horizon, charitably minded advisors would be well served to follow the same tax guidance they provide their clients and set up a DAF prior to the sale of their firm.
What first-time buyers are missing is that, despite popular opinion, most transactions are not propelled solely by a seller’s desire for monetary gain – they simply want to feel that by joining a larger organization, they can experience the next stage of career growth.
