Strategic counsel for the intersection of business value and personal wealth

For many founders and owners, the most consequential financial decisions arise before the transaction closes.

We engage with founders and business owners whose enterprise value or personal wealth has reached a level where the decisions are irreversible — typically $5 million and above in personal assets, often significantly more.

A sale, recapitalization, succession plan, or generational handoff has implications far beyond the balance sheet. Tax exposure, estate planning, liquidity planning, risk management, family communication, and long-term capital strategy all need to be aligned in advance.

The entity structure, charitable vehicles, installment strategies, and estate architecture established before a sale often determine more of the after-tax outcome than the sale price itself. Decisions made under time pressure or without coordinated counsel are difficult and expensive to reverse.

We work alongside clients and their legal, tax, and transaction teams to help ensure those decisions reinforce one another — and we remain engaged through the decade of financial restructuring that follows.