Structure, compensation, succession, and exits, planned alongside your personal wealth.
Where this usually starts.
Someone makes an offer on the company, a business partner wants out, or you look at your balance sheet and realize the business is now the biggest thing you own, and no one has ever planned for that.
Your company might end up being your largest asset, your income, and your retirement plan at the same time. Most advisors only know how to handle one of those three. We manage all three together.
What we do, and what we don’t.
We aren’t here to run your operations or replace your accountant. Our job is to manage the intersection of your business and your personal net worth. We align your structure, tax, compensation, and exit strategy into one plan.
The goal is a company resilient enough to survive a bad year, and clean enough to pass a buyer’s diligence.
Who this is for.
Owners whose personal and corporate finances are tangled together. You might run an operating company, a professional corporation, or a complex holding structure. You might be planning an exit, managing succession, or working under cross-border rules.
Our clients all have one thing in common: a high-stakes decision that is too expensive to reverse.
The problems this solves.
Most owners receive advice in isolation. Each specialist answers their own question well, but nobody sees the whole picture. We do.
Whether the structure still makes sense, what to do with retained earnings, how to pay yourself, and how to plan today for an exit that is years away is everything we look at.
What an engagement includes.
We start with the business, the ownership structure, and the decision on the table. From there we evaluate structure, tax efficiency, cash flow, and long-term strategy in coordination with your personal planning.
Where it helps, that includes valuation work, succession and exit planning, compensation strategy, and coordination with your tax and legal advisors. You finish with written recommendations you can act on.
Valuations and transitions.
Whether you are changing ownership, passing the business down, or moving across a border, you eventually have to put a price tag on your company. And tax authorities will scrutinize it. Our valuations are built to hold up under that scrutiny.
Because valuations are complex, they are priced as a separate project. We only suggest doing one if you need the number to figure out your next step.
What it costs.
Our fees follow the scope of the work. Depending on what your business needs, engagements are structured in one of two ways:
- Project-based: For a specific structural decision or transition.
- Ongoing: For continuous, long-term strategic advisory. See ongoing advisory.
Either way, fees are discussed after your first consultation and set out in writing before we start. No surprises.
The first step is just a conversation.
Often, the conversation itself settles the question entirely. If it doesn’t, you get the scope and fees in writing before anything else happens.