Step 01
Pre-Sale Structuring
Entity choice, owner-comp adjustments, and gifting windows in the year before a sale. These move the after-tax outcome more than the negotiation does.
Wealth for Business Owners
The wealth conversation that begins the day after the business sells.
If you're three to ten years from a liquidity event, or already through one, you need wealth advice that thinks in business owner terms. Tax sequencing, reinvestment, estate posture, and family governance, coordinated.
Who This Is For
Closely-held companies. Post-sale reinvestment. The years that follow.
Our business owner clients run closely-held companies across a wide range of sizes. Many already work closely with a CPA team. The wealth conversation begins when the business itself is no longer the entire balance sheet, when investment, estate, and tax decisions start outweighing the next quarter's revenue.
The Liquidity Event Playbook
Six decisions in the twelve months around a sale.
Every owner's exit is unique. These six decisions, and their tax consequences, are universal.
Step 02
Tax Sequencing
Section 1042 ESOP rollovers, installment sales, Opportunity Zones, or charitable strategies, modeled against three exit valuations before signing.
Step 03
Reinvestment Plan
Where the proceeds go in the first 12, 24, and 60 months. Built before the wire hits, not after.
Step 04
Estate Posture
Most existing estate plans break the day a closely-held company sells. We pressure-test yours.
Step 05
Family Governance
Generational transfer, philanthropy, and how the next conversation gets opened with adult children.
Step 06
Quarterly Review
The longest-running benefit of the engagement. The decisions don't stop after the sale.