Selling a business or practice is often the largest financial event of your life, and the decisions you make in the first 90 days can have lasting consequences for decades. At Mount Columbia Private Wealth, we specialize in guiding professionals — particularly dentists navigating DSO acquisitions, physicians selling practices, and entrepreneurs exiting businesses — through the complexities of a major liquidity event. We help ensure that the wealth you’ve spent years building is preserved and positioned for long-term growth.

Our approach goes beyond simply depositing proceeds into a standard balanced portfolio. We coordinate with your accountant and legal advisors to optimize the tax efficiency of your transaction, and develop a personalized investment plan for your proceeds. Whether you’re planning a full exit, a partial sale, or a succession transition to an associate, Mount Columbia provides the institutional-grade planning that matches the significance of your liquidity event.