For Wealth Advisors, Planners & RIAs
We help your business owner clients close the gaps buyers test for, so the value you plan around is real when they exit. You stay their advisor. We keep you in the loop from day one.
What We Do for Your Clients
For many of your clients, the business is most of their net worth and the least planned part of it. Most owners find out what buyers care about during diligence, when it is too late to fix. We find those gaps first: owner dependence, customer concentration, revenue quality, documentation, management depth and financial records.
Every engagement starts with The Blueprint, a 30-day sprint that measures your client's planning gap and value gap and ends in a written plan, including how and when to exit. From there, we help them close the gaps in focused 90-day value acceleration sprints.
We work with owners of closely held businesses from $1M to $50M+ in revenue, across third-party sales, family succession, management buyouts and ESOPs.
Why Partner With Us
We don't sell investments or insurance and never compete for assets under management. Your client relationship stays yours.
With your client's permission, we share findings and coordinate next steps with you so the plan fits your advice.
A client who exits on their terms, with more value, is a client with more to plan for after the sale.
For Financial Advisors
You build the plan for life after the sale. We help make sure the sale delivers. While we work with your client on owner dependence, financials and buyer readiness, you get a clear view of timing, likely proceeds and structure, so your liquidity, tax and estate planning starts early instead of at the closing table.
Also work with CPAs and attorneys? We partner with them too. Use the same form below.
Introduce a Client
Tell us who you'd like us to meet. We'll reach out within one business day, mention that you referred them and copy you on next steps.
We'll reach out to your client within one business day and keep you copied on next steps.
Partner With Us
An introduction takes two minutes. We handle the rest and keep you in the loop.
