LIQUIDITY & EXIT PLANNING

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CEO Founders | Entrepreneurs

You Face Unique Planning Challenges.

$933m

net worth under management

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10k +

Life events

plan your liquidity

Path to Financial Freedom

Intelligent Management of Personal and Business Affairs

TAX MINIMIZATION STRATEGIES

  • Pre-Sale Planning: Business advisory and critical steps to get your business ready for sale.
  • Exit Strategies: Tax strategies for your liquidity event, business exit, and succession planning.
  • Post-Sale Events: Customized for your specific objectives, and future plans.

CASH FLOW STRATEGIES

  • Paycheck Replacement: Create cash flow regardless of market, economic, or interest rate cycle.
  • Disruptive Innovations: Consider industries that are likely to grow exponentially.
  • Diversification: Key to creating an income stream to sustain financial independence.
SCHEDULE STRATEGY SESSION

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ACCESS DIVERSE OPPORTUNITIES

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  • Qualified Opportunity Zones
  • Private Capital
  • Private Equity Secondaries
  • Deep Network Sources
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