The sale changes everything at once
Tax, structures, investments and the family's expectations all shift in the same few months. Planning starts before the deal closes, when the most options are open.
Founders after an exit
You have sold the company. Now the family enterprise begins.
Liquidity and exit planning before, during and after a business sale, with selected support alongside your existing advisers.
What matters
What we focus on first.
A large position becomes a portfolio
Concentrated holdings, earn-outs and rollover equity need a plan for diversification that respects tax and lock-ups.
Your time is your own again
You decide how involved to be. We run the finance and investment office so you can choose what comes next.
How we help
Pre-Transaction Planning Structuring and tax preparation before a sale or financing.
Liquidity and Exit Planning Before, during and after a business sale.
Concentrated Stock Strategies Tax-efficient diversification of large single positions.
Investment Advisory An outsourced Chief Investment Officer for the whole balance sheet.
Private Investment Opportunities Access to direct deals, co-investments and private funds.
Co-Investment Structuring Vehicles, tax and protections when investing with others.
Request a confidential introduction with our founder.
Tell us about your family's priorities. Every conversation is private and carries no obligation.