Service Tier
Architect
Business Owner Wealth Management
You've built something significant. Now let's protect it, grow it, and plan for the exit you want. Business valuation, exit planning, and personal wealth — one comprehensive strategy.
Key capabilities
Business Valuation & Exit Planning
CEPA-certified exit planning with comprehensive analysis
Personal Wealth Integration
Business wealth + personal wealth coordinated in one plan
Key-Person Insurance
Coverage analysis and recommendations
Succession Planning
Transition to family or employees, fully coordinated
What this looks like in practice
Real examples of the kind of insights and alerts you can expect.
“Business valued at $3.1M — up $500K this year”
We track your business valuation quarterly using multiple methodologies, so you always know exactly what your biggest asset is worth and what's driving the changes.
“Buy/sell agreement is 74% underfunded”
We monitor your buy/sell agreements against current valuations and alert you when insurance coverage falls behind — before a triggering event makes it too late.
“Exit in 3 years yields $2.66M net vs $3.15M in 5 years”
Model every exit path with real numbers — third-party sale, management buyout, ESOP, family succession — with net proceeds after taxes, fees, and debt payoff.
Everything included
Business Valuation
Annual valuation using multiple methodologies (DCF, market multiples, comparable transactions). Tracks value creation over time.
Exit Planning Studio
Comprehensive exit planning: value driver analysis, improvement roadmap, buyer mapping, deal structure modeling, tax optimization, post-exit wealth projection.
Personal Wealth Plan
Comprehensive plan covering all personal assets, real estate, insurance, retirement, estate planning, and tax strategy — integrated with business wealth.
Business Debt Optimization
Analyze loans, lines of credit, and equipment financing. Model payoff vs. investment strategies.
Key-Person Insurance
Calculate coverage needed if key people become disabled or die. Model financial impact and determine appropriate coverage.
Buy/Sell Agreement Management
Track agreements, monitor valuation triggers, ensure insurance funding is adequate at current business value.
Real Estate Portfolio
Analyze all real property with 1031 exchange identification, mortgage optimization, and rental income analysis.
Bookkeeping Services
Optional add-on for business accounting, AP/AR, financial statement preparation, and payroll processing.
Tax Strategy Coordination
Annual tax planning with CPA coordination, business structure optimization, and estimated tax payment review.
Succession Planning
If transitioning to family or employees, we coordinate the succession plan with personal wealth management.
Who this is for
You've built a valuable business ($1M+ revenue, $500K+ personal investable assets) and want professional guidance on managing business wealth, planning the exit you want, and protecting what you've built. Perfect for business owners in the 5–10 years before an anticipated exit.
Ready to get started?
Book a free 30-minute discovery call. No obligation, no pressure.