A big exit changes more than your balance sheet
The wire solves some problems and creates new ones:
What’s my after-tax “enough” number?
How do I structure taxes and estate?
How much liquidity is “safe” vs overkill?
What should my portfolio look like?
Our job is to turn that exit into a durable, boringly reliable wealth system for you and your family.
How We Help
A simple, two‑step path
Step 1
Owner Wealth Plan
- A red / yellow / green view across all six pillars
- Your after-tax “enough” number
- Key risks and planning gaps
- A 90-day action plan
- A 12-month roadmap
Professional planning engagement: $5,000.
Often waived for clients introduced by key advisors or those who engage us for ongoing stewardship.
Step 2
Ongoing Stewardship
Ongoing coordination of investment, tax, estate, liquidity, and cash-flow decisions before and after a major liquidity event. Fees are based on assets under management, starting at 1.00% and declining with size and complexity, with a $12,000 annual minimum. Your exact fee is outlined in writing before you decide.
Founder & Executive Outcomes
Ready when a 20× offer hit his inbox
Early-40s founder of a multi-location vet group with most of his net worth in the practice and building, thin liquidity, and four kids' futures on his mind. We helped him define 'enough,' clean up the balance sheet, and coordinate his tax and estate team so he could move quickly when a premium offer appeared.
$30M+ sale with a second bite ahead
Founder with 90%+ of wealth in one consulting/tech firm, planning a $30–35M PE sale with a large rollover. We modeled first and second bites, coordinated structures with his CPA and tax attorney, and built a 5-year post-deal investment and cash-flow plan.
$40M+ liquidity with a better after-tax outcome
Late 50s executive facing $30M+ in gains while living in a high-tax state. We defined his after-tax 'enough,' led the team through an out-of-state trust strategy, and coordinated funding pre-sale with his CPA, estate attorney, and corporate trustee.
These are anonymized examples. Results are not guaranteed and will differ based on your situation. We do not provide legal or tax advice; we coordinate with your tax and legal professionals.
FAQ
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Do you work best before or after an exit?
Both. The biggest opportunities usually show up 12–36 months before a likely liquidity event, but we also work with founders and executives who are already post-exit and sitting on concentrated or unstructured wealth.
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Are you managing investments or just planning?
Both. We provide integrated planning and ongoing portfolio management as a fiduciary. We don’t sell commissioned products and we coordinate with your existing CPA, attorney, and other advisors.
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What should I prepare for the first call?
Nothing. The first call is simply to see if we’re a fit. If we decide to move forward, we’ll send a simple prep list and, where appropriate, coordinate directly with your other advisors.
Ready to talk about life after the exit?
Start with the Owner Wealth Plan to see where you’re solid, where you’re exposed, and what to do next.
