Helping you create and manage wealth
Services for entrepreneurs and founders
We have extensive experience helping entrepreneurs and founders with the complexities and nuances of launching, scaling, managing, investing in, and selling companies of all kinds. By utilizing the collective wisdom of our nationwide network of advisors, we can help you design and execute each aspect of your plan.
The business lifecycle
We guide clients through the business lifecycle to help them answer the tough questions today and plan for both now and the future. And because of our size, we can change direction, add new strategies and even go back to the drawing board if needed.
Ramping up (Seed-Series B)
- How is your stock structured and why it matters?
- How is your business owned?
- How do you protect your growing value from creditors?
Growing (Series B-Series D)
- Do you love where you’re living or are you considering buying a new home or second home?
- Does a secondary transaction make sense?
- What kind of options exist for mitigating taxes in event of sale?
Getting ready for the transaction (Series D-M&A/IPO)
- What type of transaction will work best for your company’s goals? For yours?
- Do you need personal representation as well as corporate representation?
- How will assets from the sale be distributed?
Life after the deal
- How much do you need to fund your lifestyle?
- What is your next act?
- Everyone knows about your wealth, how do you manage judgment and expectations?
