Who we help
We work with closely held business owners when the value of the company, personal independence, family priorities, and life after ownership can no longer be planned separately.
Typical owner profile
We generally work with owners of businesses valued between $3 million and $25 million, with planning questions spanning New York and Florida.
The range is a guideline—not a rule. Complexity, concentration, timing, and the owner's decision matter more than a single number.You may recognize one situation or several. The entry point matters less than bringing the full picture into the same conversation.
“I am not ready to sell. I just know I cannot do this forever.”
You may have years of runway and no immediate transaction in sight. But the company still depends too heavily on you, and the decisions that would create real options have not been sequenced.
“A buyer gave me a number. I have no idea whether it is enough.”
An unsolicited approach can make a theoretical decision feel urgent. You need to understand the offer, the taxes, the risks, what you would actually keep, and whether the outcome supports the life that comes next.
“I want family or management to take over—but I need it to work for everyone.”
Leadership, ownership, fairness, financing, family dynamics, and your financial independence all have to hold together. A good relationship does not remove the need for a defensible structure.
“The company has done well. I am still not sure what ‘enough’ means for us.”
The business may support a strong lifestyle without yet creating personal independence. You need a clearer connection between enterprise value, likely net proceeds, existing wealth, future spending, and family priorities.
“Everyone has advice. No one has connected the entire picture.”
Your CPA, attorney, banker, investment adviser, valuation professional, and leadership team may each be doing good work. The unresolved burden is translating their separate answers into one owner decision.
“If I stepped away tomorrow, I am not sure the company—or I—would be ready.”
You are not only asking whether the business can transfer. You are also asking who you will be without the daily role, what your family expects, and whether the next chapter is concrete enough to enter.
We are deliberately specific about the work so an owner can decide whether a conversation is worth having.
The decision may involve retirement income, an inheritance, or investments that need to support a changing household.
Planning after a business sale →
A direct starting point
Use the guided journey to organize the questions—or tell us directly what is in front of you.