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What we score

A liquidity event creates complexity you didn't have before.

The Scorecard shows you where the gaps are now.

01

Income Planning

Owner comp, distributions, and the post-exit paycheck most founders never plan for.

02

Tax Planning

QSBS, trust strategies, charitable structures, and the moves that have to happen before the LOI.

03

Risk Management

The boat sinkers. Liability, key person, disability, and the gaps between your business and personal coverage.

04

Estate Planning

Trust structures, gifting windows, and the documents that should already exist before any deal closes.

05

Investment Management

What happens to a concentrated position once it becomes liquid. Diversification, taxes, and a plan that lasts.

06

Team Coordination

CPA, attorney, banker, advisor. Someone has to run point. We score whether yours is doing it.

Post-Exit Planning

You Sold.
Now Make It Last for Life.

More money doesn't automatically mean less anxiety.  Income, taxes, risk, and what comes next all change the day the wire lands.

 

See if your new financial reality is built to last with our free 2 minute assessment.

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You bet on yourself.
We're here to help you make the most of it.

You earned the outcome. The plan is what makes it permanent.

See how your plan stacks up.

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