For readers · After the Wire
After the Wire
A reader page for owners who have sold, or are about to: what to decide first after the wire lands, what can wait, and which tax year each decision lands in.
By James R. Ustby, CFP®. The months after a sale are when the order of your decisions matters most. This page is the short companion to the book: the planner, and where to talk it through.
Free for readers
Get the First 1,000 Days Planner.
The planner is the free companion worksheet for this book. It downloads from this page. It does not calculate your tax. Your CPA does that.
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Rather talk it through? Free 30 minutes.
Bring the worksheet, or just the question. No obligation.
What readers get
The companion worksheet, and where to go next.
- The companion worksheet: the First 1,000 Days Planner. A printable planner with a page for your Decision-Free Zone and your “No for now” list, a tax reserve worksheet with an estimated payment log, and a tracker for the money you do not have yet: escrow, earnouts, seller notes, and rollover equity.
- A tax-year map, a checklist, and a calendar. The planner includes the tax-year map worksheet to build with your CPA, the First 1,000 Days Checklist, a 36-month calendar, and 35 questions to ask any advisor. It does not calculate your tax. Your CPA does that.
- A free 30-minute call. Bring the planner if you want a person to look at it with you. The conversation is educational. Book a call.
On this site
- Outside the Business
- Owner retirement plans from Before You Sell
- Before You Sell
- Rollover checklist from One Basket
- Business owner lessons
Educational only. Not tax, legal, or investment advice. Joining the list does not create an advisory relationship. Consult your own CPA, attorney, and advisors about your situation.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates.
The LPL Financial registered representative associated with this site may discuss and transact securities business only with residents of the states in which they are properly registered or licensed. No offer may be made or accepted from any resident of any other state.
This material is for general information only and is not intended to provide specific advice or recommendations for any individual. Neither LPL Financial nor its representatives provide legal or tax advice; please consult your attorney or tax advisor regarding your specific situation. No strategy assures success or protects against loss. Examples are hypothetical and for illustration only.