Solutions

Business is
Personal

The real challenges emerge in the spaces between the spreadsheets: The emotional family meetings, the 3 AM email responses, the moments of uncertainty and opportunity. This is why we invest so deeply in relationships. 

Having hard conversations about succession gets easier when there's trust. Complex family dynamics become manageable when everyone feels heard. Difficult decisions become clearer when you have someone who understands both the technical and emotional implications.

See our suite of solutions below.

  • Outside Sale

    When you've built something valuable, finding the right exit path is just the beginning. We invest in discovering all that matters to you and your family in order to complete a successful sale.  

    • Due Diligence Preparation 

    • Reverse engineering optimal deal structure 

    • Managing the deal team 


    Inside Transition

    Whether to family or key employees, internal transitions require balancing fair value with ongoing business success. We help create frameworks that work for everyone.

    • Family succession planning

    • Management buyout structures

    • Phased transition planning

  • Succession isn't just about ownership—it's about preserving your legacy while ensuring the business thrives in the future. We help create comprehensive succession plans that position companies for planned transition and unplanned emergencies.

    • Future leader assessment

    • Phased transition timelines

    • Emergency succession protocols

    • Evaluation of ownership buyout terms

  • Your key people aren't just employees—they're the backbone of your success. We help create meaningful rewards that align their future with your company's strategic vision.

    • Performance-based equity programs

    • Phantom stock plan

    • Restricted bonus plan arrangement  

  • Your legacy extends beyond business value. We help ensure your documents reflect your current wishes and you actually understand what they say.

    • Estate planning basics 

    • Current plan analysis

    • Estate tax forecasting and payment plan options 

    • Advanced planning through use of trusts

  • The best plans require ongoing attention and adjustment. We help ensure your strategy stays aligned with your goals as circumstances change.

    • Annual review sessions 

    • Cash flow monitoring

    • Risk management 

    • Document maintenance

    • Advisor coordination

    We don't push products or prescribe one-size-fits-all solutions. Instead, we take the time to understand what matters most to you, then build a plan around those priorities.