From stretched and concentrated to ready for a premium offer
Founder of a growing veterinary practice group, early 40s, married with four kids
He was earning a strong income but had most of his net worth tied up in his practices and a new clinic building. Personal reserves were thin, kids' college and parent-care were looming, and every year felt like "this might be the year we can't spend."
We helped him define a clear "enough" number, map how the business, building, and investments needed to work together, fix insurance gaps, and coordinate tax and estate work with his existing CPA and attorneys. When a premium offer arrived, he could move quickly and confidently, knowing what he needed after tax and how it would support their life.
Mid-eight-figure sale with a second bite ahead
Founder of a fast-growing consulting / tech services firm with most of his net worth in one company
He came to us before signing, with over 90% of his wealth in a single private company and a private-equity platform deal on the table. The transaction ended up as a mid-eight-figure sale with meaningful cash upfront and a large rollover stake.
We helped him define an after-tax "enough" number, structure how much to take off the table versus roll, and coordinate tax and estate planning with his existing CPA, attorneys, and banker. Today he has substantial liquidity, a more diversified balance sheet, and a roadmap for the next liquidity event instead of guessing when the "second bite" comes.
Eight-figure liquidity with a cleaner after-tax outcome
Senior executive in his late 50s, married with three kids, living in a high-tax state
After years of helping private companies grow and sell, he was facing a large eight-figure liquidity event and a very high projected tax bill, with most of his wealth tied to this one transaction. There was no clear trust or state-tax strategy in place.
We helped him define an after-tax "enough" number, ran a feasibility study on using an out-of-state trust structure, and then assembled and led the CPA, attorney, valuation team, and corporate trustee to get it done before closing. He stayed focused on the deal and the business while his family ended up with a cleaner, more tax-efficient, better-governed outcome.
From "good income" to a mid-eight-figure exit with options
Founder of a profitable staffing company in his 40s, married with two kids
He assumed his staffing company was a solid cash-flow business, not a major exit. Earning a strong income with a seven-figure net worth, he mostly wanted a plan, a better savings structure, and a way to talk about money with his spouse, not just his bank and a robo-advisor.
We helped him define his "enough" number, build a real estate, tax, and investment plan, bring his spouse into the process, and decide whether to build for cash flow or equity. When he chose equity and the market turned hot, he sold for a mid-eight-figure amount and had the structure to invest, use credit lines, and walk away from an earn-out on his terms.
From "save me from me" to a more durable net worth
Serial entrepreneur who burned through most of his first big win
He sold his first company in his early 30s and walked away with a meaningful eight-figure after-tax payout. Then, chasing deals, he ran that down to a few million while still juggling multiple businesses and new opportunities.
He came to us saying, "You have to save me from me." We built a long-term portfolio and cash-flow plan, managed liquidity and lines of credit, and became the "no" on bad investments so he could focus on the right ones. Since then he's rebuilt to a much larger net worth, supported by a structure that funds his life and deals without constantly starting over.
Long-term stewardship around a multi-eight-figure outcome
Co-founder of a real estate investment firm, in his 60s
When we met, most of his wealth was tied up in illiquid real-estate funds and GP interests, all on different timelines, with a potential firm sale in the background. He needed to balance capital calls, family cash flow, and future estate taxes.
We helped him model his funds in one picture, put early estate structures in place when values were lower, and gradually diversify into public markets and other assets. Years later, when the firm sold to a public buyer and he realized a multi-eight-figure outcome, much of the growth was already outside his estate, and we could focus on managing new liquidity and his next chapter.
