Your CFO connects business and personal wealth. Interconnected. Treated that way.
For founders with complex planning needs.
Tax efficiency. Liability protection. Succession ready.
Salary. Distributions. Equity. Optimized.
Protected parties. Fair valuations. Liquidity when needed.
Sale. Family transition. MBO. Tax-efficient.
Know your worth. Plan accordingly.
Protect against losing critical people.
Our founder and business owner engagements cover the full spectrum of business-personal integration.
Percentage of net worth or income on non-AUM assets. Higher net worth clients benefit from lower rates. We assess fitment carefully and build for 5+ years of stewardship. Our best outcomes come from deep, compounding relationships.
Single-entity business owner with straightforward structure
Multi-entity or growing business with moderate complexity
Complex structures with active planning and transition needs
Investment management fees are separate and tiered based on assets. Fee-based planning clients receive reduced AUM rates.
Complete picture. Not silos.
CFO-level leadership. Fractional cost. Full commitment.
CPA. Attorney. Advisors. One CFO coordinating all of it.
Desired multi-year relationship. Invested in your success.
Whether you're 10 years out or actively in negotiations, exit planning is about more than maximizing sale price. We help you think through tax implications, reinvestment strategy, lifestyle design, and legacy goals—so you're prepared for life after the transaction.