Designing Liquidity with Purpose: Tax Strategy and Charitable Planning Before an Exit
Presented By: Embarc Advisors / National Christian Foundation
A liquidity event creates opportunity—but without advanced structuring, much of that value can be lost to taxes. This session explores how tax mitigation and charitable strategies can be integrated into exit planning well in advance of a transaction. Through real-world case studies, panelists will share how complex gifting, donor-advised funds, and thoughtful structuring can preserve wealth, support meaningful causes, and align financial outcomes with personal values—turning successful exits into lasting legacies.
Moderator:
Founder & Managing Partner
Embarc Advisors
Jay Jung is the Founder and Managing Partner of Embarc Advisors, an M&A and strategic finance advisory firm. A former investment banker and consultant, Jay has led over $50 billion in transactions.
With a founder’s perspective shaped by his own entrepreneurial journey, Jay serves as trusted advisor to startups and middle-market companies on M&A, capital raises, and strategic growth initiatives.
Jay holds an MBA from The Wharton School.
Panelists:
Founder & Former Owner
Nature Nate's Honey Company
President & General Counsel
National Christian Foundation of North Texas
Joel Smyer serves as the founding President and General Counsel for the National Christian Foundation North Texas. Before helping launch the Foundation, Joel practiced in various areas of business and civil litigation in his founding partner role with Anderson, Smyer and Riddle, a Fort Worth-based law firm. Since leaving the law firm in the summer of 2008 to help launch NCF North Texas, Joel has focused his charitable giving specialty on complex asset-based giving. This has allowed Joel to serve as a thought partner to hundreds of families who integrate charitable giving into their business exit, estate, and succession planning. Joel graduated from Baylor University and Baylor University School of Law, and he serves families as a Certified Exit Planning Advisor. He is married to Laura, and together, they are the parents of six young adult children.
President
Uprite Services
Stephen Sweeney, CEO of of Uprite.com, with 20+ years of experience brings tech and creativity together to make cybersecurity simple and IT support seamless. He’s on a mission to help businesses stay secure and ahead of the game!