Pre-sale, liquidity event & wealth planning for first generation founders & business owners.
Our Approach
We want to be there as early as possible, walking alongside you as you prepare to sell your business and the liquidity event ahead.
We work full-service from start to finish, across four parallel tracks: Business, Personal, Tax & Wealth Structuring, and Family.
Planning priorities across the business sale lifecycle
Pre-Sale
Preparing the Business
Sale Event
Post-Sale
Managing Wealth & Legacy
BEFORE SALE
- Assemble advisory team
- Understand value drivers
- Identify strategic buyers
- Prepare for transaction
- Evaluate exit pathways
AFTER SALE
- Assess lifestyle and liquidity needs
- Review personal and family security needs
- Revisit estate planning priorities
- Evaluate new investment opportunities
- Optimize ongoing business interests
BEFORE SALE
- Define financial goals
- Clarify philanthropic goals
- Review financial plan
- Consider life after sale
- Assess risk tolerance
AFTER SALE
- Develop wealth transfer strategy
- Monitor implementation progress
- Coordinate ongoing advisory support
- Structure charitable initiatives
- Focus on personal fulfillment
BEFORE SALE
- Evaluate family impact
- Governance considerations
- Estate planning review
- Asset protection planning
- Tax planning and efficiency
AFTER SALE
- Manage sale proceeds efficiently
- Implement tax strategies
- Continue family governance development
- Long-term wealth preservation
- Philanthropic tax planning
BEFORE SALE
- Family governance discussions
- Establish communication process
- Clarify family roles
- Discuss future stewardship
- Assess next-generation readiness
AFTER SALE
- Continue family governance structures
- Develop next-generation competencies
- Foster philanthropic engagement
- Build legacy planning initiatives
- Strengthen family relationships
Our Services
What we do for founders
Assembling the advisory team, strengthening the value drivers, weighing exit paths, identifying the right buyers, and running the valuations, so the company goes to market in the best position possible.
Vetting and selecting the investment banks, sitting on the weekly calls, pressure-testing the valuation, and planning the thoughtful deployment of proceeds so the strategy is in motion the moment the transaction closes.
The income-tax impact of each exit path, wealth-transfer opportunities to family, charitable remainder trusts, private foundations, and gifting, all structured well in advance of the sale.
Spousal lifetime access trusts, dynasty and wealth-replacement structures, and the trusts that are established well before a liquidity event so they can do the most valuable work.
Access to institutional-quality investment opportunities typically reserved for large institutions, including alternative investments, with risk diversified across volatility, liquidity, inflation, and sector exposure, and a deliberate short and long-term plan for the proceeds.
Lending against your business, your portfolio, or your real estate, so liquidity is there when an opportunity or a need shows up.
Preparing the family for the impact of the wealth, family governance and meetings, educating the next generation, plus bill pay and coordination across your CPA, attorney, and every other professional.
Who Is A Good Fit
Founders and current or former owners of operating businesses of size, generally with $10M–$250M in investable assets.
Healthcare and dental practice rollups, law firm rollups, manufacturing founders, and founder-CEOs with concentrated equity.
