Our business model is grounded in our passion for guiding clients through life’s planned and unplanned transitions. The services we specialize in include managing the sale of a family business, navigating retirement and issues in legacy planning. Whatever the transition, we work with you to help make it a successful one.

COMPREHENSIVE SERVICES

Financial Planning
Guidance in establishing long-term goals, forecasting future needs and expenses, and creating a plan for achieving them across generations.
Asset Allocation
Strategic design of the investment mix that increases the probability of each family reaching its goals while minimizing the impact of market fluctuations.
Risk Management
Comprehensive analysis of risk exposure — both intentional and inadvertent — and the development of strategies designed to mitigate these risks.
Lending
Analysis of the potential benefit of using debt and strategic structuring of debt to help maximize tax deductibility and minimize personal liability.
Philanthropy
Support for personal giving programs and charitable involvements to create a closer alignment between intent and the tax impact.
Wealth Transfer
Strategic input for transitioning wealth with respect to family values in light of the current tax code.
Succession Planning
Assistance in serving the long-term interests of each business’ stakeholders.
Business Exit Planning
Strategic design of the sale of a business to help meet financial and personal goals.
Family Office Services
Serve as the quarterback to our families’ team of professionals including their accountants, attorneys, and bankers to ensure lifestyle and multigenerational needs are being met.

STRATEGIC EXIT SPECIALISTS

Exiting Your Business

The sale of a business is a time of excitement, opportunity and also considerable financial and personal complexity. It is the culmination of many years of hard work and sacrifice and holds the promise of an entirely new lifestyle for you and your family.

However, the multitude of options and decisions at this critical time can sometimes be overwhelming, and it is difficult to know where to turn and whom to trust.

We bring an uncommon level of experience with the personal and financial elements unique to the sale of a business. We stand beside you as your dedicated business and wealth advisor, offering guidance through this transition and providing ongoing financial leadership, wealth management and family support. Our proprietary method navigates the sale of your company first and then leverages an understanding of your values to define and protect your financial life for whatever comes next.

To learn more about our process for developing an exit strategy, contact us. We will set up a working session to discuss how our approach would address your objectives.

STEPS TO SELLING A BUSINESS

Step 1: Discovery
We use our process to listen, ask questions and learn everything we can about our clients’ situations. We then work with them to define their priorities, identify opportunities and create a realistic vision for their wealth.
Step 2: Plan
We outline the process of a sale, define a valuation range and align it with each client’s future cash flow needs to provide a customized model designed to assist in envisioning a more accurate post-sale lifestyle.
Step 3: Selection
The next step is the hiring of a banker. We facilitate meetings and navigate the details. Using our approach to investment banker selection, we assist clients in evaluating and negotiating to ensure an efficient and optimal selection.
Step 4: Management
Acting as a personal CFO, we build post-exit investment management strategies. We structure the conversion of the business to a liquid asset and create creditor protection strategies, tax savings and planning for each family’s finances. We then integrate relevant professionals into a cohesive board of advisors.
Step 5: Transition
We shepherd the sale through completion, acting as an advocate throughout the entire process. We will analyze potential buyers, consult with clients regarding negotiations and offers, and map them against our clients’ financial goals and personal values.
Step 6: Freedom
Though the sale may be finalized, our relationship is not. Following the sale, we continue our relationship toward the ongoing management of each client’s financial affairs, leaving them free to embark on the next stage of their lives.

CORPORATE EXECUTIVE SERVICES

A Trusted Resource for Workplace Plans

With over 20 years of serving corporate executives, we understand the demands on your time can leave little left for sorting through the details of your corporate plan and benefit program. We pride ourselves on helping executives like you maximize your available options to ensure you are appropriately protected for risk and that your plan is coordinated across your full team of professional advisors.

Our process begins by helping you articulate your goals, as well as what keeps you up at night. We then complete a comprehensive review of the corporate plans and benefit programs available to you and provide you with specific recommendations. We continue monitoring your options over time to ensure your selections remain appropriate as you move through your career and your life.

Given the typical executive’s travel and meeting schedule, not to mention family priorities, you can count on us to serve as your trusted resource and analyst on compensation and benefits matters. Whether you need someone to evaluate your health care options and identify potential insurance gaps or to create a strategy to address the risk arising from holding a growing concentration of restricted company stock, we can help.

Contact us to incorporate your workplace benefits into your overall strategy.
We will set up a working session to discuss our approach and evaluate your particular options.