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Business Owners

PRE-TRANSACTION

The most impactful planning often occurs in the 12-18 months leading up to transaction.

START YOUR EXIT PLANNING

Tax Minimization

Pre-exit planning and strategies to maximize the after-tax value of your exit proceeds.

Expertise on Your Side

  • Certified Exit Planning Advisors (CEPA®)

  • Certified Public Accountants (CPA®)

  • Certified Financial Planners (CFP®)

  • Certified Private Wealth Advisor (CPWA®)

HOLISTIC EXIT PLANNING

Customized exit plans built around your personal and financial goals, pre-and-post transaction.

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Cash Flow Management

Ensure your lifestyle and liquidity needs are met with cash flow generation strategies that provide consistent income, irrespective of market conditions.

Putting Your Proceeds to Work

Tax-efficient investment portfolios and private investment opportunities in high-growth businesses and industries.

POST-TRANSACTION

Preparing you and your wealth for the outcomes, opportunities, and challenges of life post-sale.

RESOURCES FOR BUSINESS OWNERS

Succession planning

Determine your timeline, successors, and involvement in the business post-exit.

Wealth Transfer & Family Governance

Secure your family's legacy and financial future with tax-efficient estate planning and wealth transfer strategies. 

Goals-based planning & investing

Fuel your next pursuits in life - personal, professional, and otherwise.

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RELATED INSIGHTS

Answers, advice, and education on the topics affecting business owners and their wealth.

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