← All situationsRepresentative Situation · 01 · The Exit
A founder approaching a sale.
Years of work about to become a single liquidity event, with the tax bill and the family's future decided in the same twelve months.
How the team coordinates
Business sale tax planning, QSBS review, valuation and investment banking coordination, and a post-sale investment and protection plan ready before closing.
Capabilities that apply
Who you’d work with
A first meeting would cover
- 01Where you are: the situation in your words, and what has to be true in twelve months
- 02What applies: business owner services & exit planning, tax planning, executive & equity compensation
- 03Who else is at the table: your CPA, attorney, and any advisors already in place
- 04What a first plan would cover, what it would cost, and whether we are the right fit
Other situations
02 · The PositionMost of my net worth is one stock03 · The PropertiesI own rentals and want out of managing them04 · The LegacyWe're planning across three generations05 · The IncomeRetirement is close and I need an income plan06 · The ScheduleHigh income, complex comp, no time
These are hypothetical composite situations for illustration only. They do not describe actual clients, and no outcome or result is stated or implied.
One conversation is enough to know whether we can help.
No charge, no obligation, and no pitch.