You built the business.

Ideally, several years before a potential sale. Some ownership, tax, and estate decisions require time and may become more limited once a transaction is underway. If a sale is already approaching, we can help identify what still needs attention.

We model your expected spending, taxes, obligations, other assets, and long-term goals to estimate what you would need from a sale. This gives you a personal financial benchmark against which to evaluate an offer.

Planning can support the decisions you face while continuing to own the business, including reinvestment, distributions, debt, and succession. You do not need an exit date to begin.

Yes. We model how a full sale, partial sale, retained equity, or other structure could affect your personal finances. We coordinate that analysis with the tax, legal, and transaction professionals advising on the deal.

We help identify what you need for taxes, near-term spending, family commitments, and future opportunities. Your investment strategy reflects those needs, your time horizon, and the level of risk you are comfortable taking.

Yes. We work directly with your CPA, attorney, and other professionals to keep their specialized advice connected to your wealth plan and help move agreed upon actions forward.

We account for the business alongside your other assets and obligations, even while it remains illiquid. This helps us assess cash needs, concentration risk, and opportunities to build wealth outside the company.

Start by organizing ownership records, financial statements, estate documents, and existing agreements. With your advisory team, clarify your personal financial needs and identify issues that could affect a future transaction. The goal is to be prepared before an offer creates pressure to decide.