Turning Business Value Into Lasting Family Wealth
Founders and owners managing capital-intensive transitions, requiring pre-liquidity portfolio structuring, tax-efficient capital gains management, and tax-smart proceeds reinvestment.
Business Owners & Entrepreneurs
They have a business sale approaching but haven't planned for it.
They're two to five years out from a potential sale, which still leaves meaningful time to structure things properly, but that window is closing. Without proactive planning, taxes, transaction decisions, and missed opportunities can significantly reduce the wealth they ultimately retain. Many of the strategies available to them now won't be available once the transaction is finalized.
They have nearly all their net worth tied to the business.
Their business represents the majority of their personal wealth, with limited diversification and little liquidity outside the company. There's no clear plan for converting that business value into long-term financial security. Their personal financial future stays dependent on the timing and success of an eventual transition they haven't mapped out.
They need a succession plan and don't have one.
They want to transfer the business to family members, employees, or other successors, but the ownership structure isn't built for an efficient handoff. Without years of preparation, estate taxes, valuation issues, and family dynamics can complicate the transfer of a lifetime of work.
A coordinated plan that carries what your business built into your family's long-term financial future.
Pre-Transaction Tax Planning
The way a sale is structured determines how much of it you actually keep. We evaluate stock versus asset sale treatment and identify charitable and installment sale strategies before terms are finalized.
QSBS / Section 1202 Analysis
A qualifying business may be eligible to exclude up to 100% of federal capital gains on sale. We assess ownership history, holding periods, and entity structure to determine eligibility.
Business Succession Planning
Passing a business to family or key employees raises different questions than selling it to a third party. We work alongside your legal and tax counsel on trust structures and gifting strategies.
Post-Liquidity Investment Strategy
Concentrated wealth and diversified wealth call for entirely different playbooks. Once a business converts to cash, we build the portfolio around what comes next.
Estate Planning After a Major Wealth Event
A liquidity event resets the entire estate planning conversation. We integrate the sale into a coordinated estate strategy so gifting decisions reflect where the family stands now.
Liquidity Event Financial Plan
A business sale is not one financial decision, it's several, all happening at once. We build a single, coordinated plan that brings tax strategy, succession, and investment design together.
The right time to plan is before you need to.
Who would you like to meet with?
Choose an advisor to see their availability.
Katerina Minevich
CFP®, CDFA® — Co-Founder
Hilal Yilmaz
PhD, CFA — Co-Founder