What we score
Estate planning before a sale is about timing as much as structure.
The Scorecard flags what should already exist.
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.
Pre-Sale Estate Planning
Don't Tip the IRS.
Build the Estate Plan Before the Exit.
A successful sale creates a new estate problem the day it closes. The trusts, gifting windows, and documents that solve it have to exist before the deal does.
See if your financial picture would be ready in 2 minutes.
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