The situation you’re in
Sound familiar?
- Most of your net worth is tied up in the business.
- A sale or transition is coming, and the tax hit could be enormous.
- Your personal financial plan has taken a back seat to the company.
How we help
A plan built for exactly this.
Pre-sale planning
The biggest tax decisions happen before a business sells. We build the strategy first, so more of the proceeds stay with your family.
What is charitable strategies? →A plan for the wealth that follows
Turning a concentrated, illiquid business into a diversified plan that funds the life you built it for.
One team, coordinated
We work directly with your CPA and attorney — or bring in trusted professionals — so the pieces move together.
Planning a sale? Read our guide, Taxes on selling a business in California. How deal structure, federal and California tax, and the Letter of Intent shape what you may keep when you sell.
See our full process