Our Wealth Management Process
Business owners don't need more opinions. They need an order of operations. Our process is designed to guide you before the liquidity event, support you through it, and steward the proceeds afterward—without chaos, guesswork, or last-minute scrambling.
You'll know exactly:
Built for business owners • Confidential • Simple, repeatable framework
Start here: where are you in the journey?
Choose the path that matches your timeline. Either way, the goal is the same—clarity, sequencing, and stewardship.
Planning an exit (0–36 months)
We help you reduce risk, improve transferability, and build a personal plan before you go to market—so you enter the sale process with leverage and a post-sale plan already designed.
Get the Exit Readiness ScorecardAlready sold (or closing soon)
We help you organize the first 90 days—cash decisions, tax coordination with your CPA, investment strategy, income planning, and legacy alignment—so the proceeds become durable wealth.
Get the 90-Day Post-Sale ChecklistThe big mistakes happen when decisions are made out of order
Liquidity events create pressure. Everyone wants an answer immediately—where to invest, how much to spend, what to do about taxes, what the "right" move is.
Our framework is built to slow down the irreversible decisions and speed up the high-value ones—so you stay in control.
The process (before, through, and after the liquidity event)
We use a phased approach so nothing important gets skipped—and nothing gets rushed.
Clarify the Outcome (Discovery + Vision)
- •Define what "winning" means: lifestyle, family, time, and purpose
- •Confirm your target exit timeline and planning priorities
- •Identify constraints (liquidity needs, concentration, risk tolerance)
Outcome: A clear definition of success and the decisions that matter most.
Build the Pre-Exit Plan (Readiness + Sequencing)
- •Exit readiness review (transferability, risk, financial clarity, concentration)
- •Personal pre-liquidity planning (tax-aware sequencing with your CPA, not tax advice)
- •Scenario planning: what happens if the deal is larger/smaller or slower/faster
Outcome: A readiness plan designed to reduce valuation discounts and deal friction.
Coordinate the Liquidity Event (Decision Support)
- •Coordinate with your CPA and attorney so decisions align
- •Create a proceeds plan framework before closing (cash reserves, near-term needs, timing)
- •Document priorities so the post-close plan is not improvisation
Outcome: Cleaner decisions at the closing table and fewer post-close surprises.
Deploy the Proceeds (Structure + Strategy)
- •Establish liquidity buckets and guardrails
- •Build an investment strategy aligned to your goals and time horizon
- •Create an income plan so wealth feels usable and sustainable
Outcome: A plan that turns proceeds into durable wealth, not noise.
Ongoing Stewardship (Review + Refinement)
- •Periodic reviews and adjustments (life changes, markets, tax law changes via your CPA)
- •Risk management and estate/legacy coordination with your attorney
- •Maintain alignment: family, philanthropy, long-term goals
Outcome: A long-term relationship designed for clarity, discipline, and stewardship.
What happens in the first 30 / 60 / 90 days
30 Days
- •Gather and organize key documents and account structure
- •Confirm priorities, constraints, and near-term liquidity needs
- •Establish the decision sequence (what to do now vs later)
60 Days
- •Align planning with your CPA and attorney (coordination, not advice)
- •Draft the proceeds plan framework and investment guardrails
- •Identify and reduce key risks (concentration, insurance gaps, estate alignment)
90 Days
- •Implement the core structure (buckets, strategy, income plan)
- •Confirm ongoing cadence and monitoring
- •Document the "rules" so decisions stay consistent over time
What we do (and what we don't)
What we do
- Build a structured plan and decision sequence
- Coordinate with your CPA and attorney so priorities align
- Provide ongoing wealth management and stewardship after the event
What we don't do
- ×Provide tax or legal advice
- ×Replace your CPA or attorney
- ×Sell product-first portfolios without a plan
FAQ
Do you only work with owners who are selling soon?
No. We work with owners at different stages. Our specialty is pre-exit planning, but we also help owners who already sold and want structure.
How do you work with my CPA and attorney?
We coordinate planning priorities and decision sequencing. Your CPA and attorney remain responsible for tax and legal advice.
What's the first step?
If you're pre-exit, start with the Exit Readiness Scorecard. If you've already sold, start with the 90-day checklist.
How long does onboarding take?
Most owners can get clarity quickly. The exact timeline depends on complexity and responsiveness, but the first 30–90 days are designed to build structure fast.
Choose the right starting point—and get organized fast.
For informational purposes only. Not legal or tax advice.