Sale · Secondary · Bonus
A liquidity event
Investable capital arrives quickly, while the jobs it must perform may span several different time horizons.
Founders & executives
When success changes your balance sheet, the next decisions matter more.
Your income, career, business ownership and accumulated wealth may all depend on one company. The rest of your capital should be organised with that concentration in view.
The difficulty is rarely one investment. It is what changed around it.
RSUs · ESOPs · Listed shares
Vested employer stock
Career, future compensation and accumulated wealth can become dependent on the same company.
Funds · Shares · Global exposure
An accumulated portfolio
Individually reasonable decisions may repeatedly take the same risks when viewed together.
Concentration can grow without a deliberate decision.
An employer-stock position connects current wealth, future compensation and career risk to the same company. A careful plan separates what must be protected from what can remain exposed.
Remaining net worth30%
Home purchasewithin 3 years
Illustrative structure based on an actual anonymised engagement.
- 01
Protect
Ring-fence capital required for tax, a home or other near-term commitments.
- 02
Bound
Decide how much company exposure can remain without dominating the balance sheet.
- 03
Diversify
Reduce concentration in stages while retaining a defined participation in future upside.
- 04
Repeat
Establish a framework for future vesting rather than restarting the decision each time.
The first decision is not what to buy. It is what the capital must do.
A sale or secondary transaction can turn an illiquid business interest into investable capital overnight. The investment plan should not be made overnight.
- 01
Now
Hold immediate tax and transaction requirements.
- 02
0–3 years
Protect known commitments and planned purchases.
- 03
Staged
Deploy long-term capital without making one market-timing decision.
- 04
Long term
Build a portfolio aligned with the owner’s real risk capacity.
Important decisions should be coordinated—not blurred together.
Bodh brings investment context to the areas in which it operates and works alongside qualified professionals when tax, legal or succession expertise is required.
Bodh
Portfolio context, liquidity structure, allocation and investment implementation
Chartered accountant
Tax consequences, filings and transaction-specific treatment
Lawyer
Legal structure, contracts and jurisdiction-specific questions
Estate specialist
Succession, trusts and estate-planning requirements
Actual engagements
Read the two Case Files See how the decisions were organised.
For founders and executives
Success creates options. It also creates decisions worth organising properly.
A first conversation is an opportunity to map the picture and decide whether Bodh’s scope is relevant to what you need.