Organize the balance sheet
List income sources, entities, investment and retirement accounts, real estate, debts and planned liquidity events so the financing conversation begins with the whole picture.
Decide what should remain invested
Identify the assets you prefer not to liquidate and the reserve level you want to preserve. Those priorities can shape the structures worth comparing.
Build certainty before the offer
Review documentation, property considerations and likely underwriting questions early. A thoughtful preapproval process can reduce avoidable surprises once timing matters.
This guide is for education only and is not a commitment to lend or financial, legal or tax advice.