Business Succession Planning

Whether you're preparing for retirement or exploring a leadership transition, we help design a succession strategy that preserves business value and ensures a smooth handoff. From family transitions to management buyouts, we protect your legacy and liquidity.

Exit Strategy & Sale Readiness

Selling a business is a life-changing moment. We help prepare your business for sale, working alongside M&A advisors, legal teams, and tax professionals to optimize valuation, timing, deal structure, and post-sale planning.

Pre-Liquidity Planning

Before a liquidity event, we put strategies in place to minimize taxes, shift wealth, and protect proceeds. This may include trust funding, charitable strategies, entity restructuring, or pre-transaction gifting—all designed to maximize your outcomes.

Post-Liquidity Investment Management

After the sale, the focus shifts from creating wealth to preserving and growing it. We design a new portfolio built around your personal financial goals, tax situation, risk preferences, and future aspirations—transitioning you from operator to investor.

Executive Compensation Strategies

We help business owners and key executives make the most of complex compensation packages, including stock options, RSUs, deferred comp, and equity plans—ensuring tax efficiency and alignment with long-term goals.

Key Person & Buy/Sell Agreements

Protect your business with proper insurance and partnership planning. We guide the structure and funding of key person coverage, buy/sell agreements, and business continuity solutions that guard against unexpected disruptions.

Private Equity & Strategic Partnerships

We help evaluate and structure capital raises, strategic partnerships, and private equity deals—ensuring you're aligned with the right partners and your long-term objectives. From negotiation to reinvestment, we’re with you every step of the way.