Your business is
your wealth.
80-90% of your net worth deserves 100% of the attention.
One CFO. Business and personal wealth. Finally integrated.
The Founder's Dilemma
Traditional advisors optimize 10% of your wealth. Your CFO focuses on the 90% that matters.
Fragmented Advice
CPA. Attorney. Wealth manager. Business coach. Nobody quarterbacking the full picture.
Business Blindness
"Diversify" they say. Even when your business returns 30% and the S&P returns 10%.
Exit Planning Gaps
When to sell. To whom. How to structure. $10M decisions need integrated advice.
Everything is connected.
Entity structure affects taxes. Compensation affects retirement. Exit timing affects estate*. Interconnected.
Most advisors work in silos. Nobody optimizes for your life.
As your fractional CFO, we quarterback your advisory team. Every decision moves you toward your goals.
Entity Structure
S-Corp, C-Corp, LLC optimization
Exit Planning
Strategic sale, ESOP, succession
Asset Protection
Liability, insurance, trusts
Tax Strategy*
QSBS, multi-year planning
How We Integrate
Fractional CFO services. Business and personal wealth. Bridged.
Business Valuation & Exit Planning
Decisions today that increase exit value tomorrow.
Entity Structure & Tax Optimization*
Structure that supports goals. Not just this year. The next decade.
Cash Flow & Liquidity Management
Balance competing priorities. Data-driven modeling.
Risk Management & Asset Protection
Protect what you've built. Position for growth. No over-insuring.
Team Coordination & Quarterback Services
We quarterback your advisory team. Everyone aligned. Working toward your goals.
Built around your business.
Founders need more than a wealth manager. We assemble and coordinate the specialized partners your business demands—aligned with both your company's trajectory and your personal goals.
Map the Landscape
Audit your current advisors and identify gaps in business-personal integration
Deploy Specialists
Bring in vetted partners who understand founder-specific complexity
Integrate & Execute
Every partner works from the same playbook—your unified financial strategy
M&A & Transaction Advisors
When it's time to sell, merge, or recapitalize, we bring in deal professionals who understand founder economics. Exit structure, earnout negotiation, and post-close wealth transition—coordinated from day one.
Business & Corporate Attorneys*
Entity restructuring, operating agreements, buy-sell provisions, and QSBS qualification. Legal counsel that understands how business structure impacts personal wealth—and vice versa.
PartnerCPA & Tax Strategists*
Business and personal tax integration. S-Corp vs C-Corp analysis, owner compensation optimization, multi-year tax projection, and pre-exit tax positioning—all coordinated with your wealth plan.
PartnerValuation & Appraisal Experts
Annual business valuation tracking, 409A valuations, and pre-transaction appraisals. Understanding what your business is worth today drives every planning decision we make together.
Banking & Capital Partners
Business lines of credit, SBA lending, equipment financing, and personal banking. We connect you with institutions that understand founder cash flow dynamics and growth-stage capital needs.
Insurance & Risk Specialists
Key person insurance, buy-sell funding, business overhead disability, and personal coverage. Risk management that protects both the business asset and the family behind it.
Your business doesn't exist in a vacuum—and neither should your advisory team. We ensure every partner understands both sides of your balance sheet, so business decisions and personal wealth decisions move in the same direction.
Estimate Your Investment
Answer these questions to estimate your planning fee based on the complexity of your business and personal financial life.
Click on a question above to begin your complexity assessment