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Who we help

Your business is most of what you own.
Plan like it.

What your family needs, what you’d actually keep, and what could change the answer. Work it out before a buyer or a deadline sets the terms.

Typically: closely held businesses valued around $3M–$25M. Complexity and timing matter more than the number alone.

Find my situation Help me find the right fit

When the business and your future are connected

The business is the biggest asset you own.
Plan it like one.

You might be years from a sale or already looking at an offer. Either way, the question is the same: what does the business need to pay for once you’re no longer running it?

We generally work with owners of closely held businesses worth $3 million to $25 million. The complexity and the timing matter more than the exact figure.

Where are you right now?

Pick the one closest to yours.

You’re preparing for a sale

Know what you need to walk away with, what could shrink it, and whether the timing works.

Discuss this situation

A buyer has approached you

Test the offer against what you actually need before you agree to anything.

Discuss this situation

You’re considering a family handoff

Sort out ownership, family roles and your own income before anything changes hands.

Discuss this situation

You need income after ownership

Work out how the sale money and your other assets can pay for the life you want.

Discuss this situation

You’re not sure where to begin

Find the one question that matters most, and what you need to answer it.

Discuss this situation

You want to step back

See what has to change so the business can run, and keep paying you, without you there every day.

Discuss this situation

Are we a fit? You should know before you call.

We’d rather tell you now than waste your time.

This is likely a good fit if…

  • You own a closely held business and the company is central to your personal financial future.
  • You want to prepare before a buyer, health event, family issue, or deadline controls the timetable.
  • You value candid questions and are willing to test assumptions before acting.
  • You want your CPA, attorney and other advisors working toward the same goal.
  • You want a 90-day to-do list, not a binder.

Probably not a fit if you only need…

  • A business valuation with no owner or personal planning around it.
  • Finding a buyer or running an investment-banking process.
  • Replacing your attorney, CPA, valuation professional, banker, or business consultant.
  • A product recommendation before anyone understands what you need.

Other starting points

After a sale—or
without a business.

Retirement income, an inheritance, or investments that need to support a household that’s changing.

After ownershipPlanning after a business sale→Private wealthPlanning for individuals and families→Before we talkFees, fit, and the first conversation→