If you’re a business owner eyeing an exit in the next 12–36 months, you don’t need more accounts—you need a coordinated plan: tax‑smart deal terms, liquidity without regret, and a family wealth strategy that actually works after the wire hits. Who we serve - Owner‑operators and founder‑led ...more

If you’re a business owner eyeing an exit in the next 12–36 months, you don’t need more accounts—you need a coordinated plan: tax‑smart deal terms, liquidity without regret, and a family wealth strategy that actually works after the wire hits. Who we serve - Owner‑operators and founder‑led businesses ($3M–$50M+ revenue) - Owners planning a sale, recap, or management transfer - Families preparing to steward new liquidity across generations Core outcomes - Tax‑efficient exit planning: coordinate QSBS/rollover/charitable strategies with your CPA and attorney to minimize taxes between LOI and close - Liquidity strategy: portfolio design and cash‑flow guardrails so your money supports life and opportunities post‑exit - Multi‑generational wealth transfer: governance, education, and an investment policy that the whole family can follow How it works 1. Discovery and document review (2 weeks): goals, statements, entity structure, deal timeline 2. Coordination (30 days): align with your CPA/attorney; map tax, liquidity, and risk decisions from LOI to close 3. Implementation (30–60 days): portfolio, protection, and cash‑flow systems 4.Ongoing cadence: quarterly reviews and annual family meeting facilitation Why owners choose us - Single point of contact who coordinates your professional team - Plain‑English guidance and a repeatable process tailored to exits - Focus on reducing taxes, avoiding post‑sale drift, and preparing the next generation If you’re within 12–36 months of a potential exit—or already fielding offers—let’s talk. Book a 20‑minute Strategy Call here: calendly.com/haydenwillner/strategy-callless