— Services
Four ways I can help you right now.
Every engagement starts with a Discovery Call. From there, the work depends on where you are and what you need most. Most clients work with me across more than one of these areas over time.
— 01 · Primary Focus
Exit Planning
Most exits fail, not because of the numbers, but because the owner wasn't ready for what came after, and because nobody started the preparation early enough. I work backwards from your exit goal: what needs to be true about your business in 3, 5, or 7 years for you to sell it at the number you need, to a buyer who values what you've built, and transition to a life you've actually thought about?
That's the question we start with. Everything else follows from the answer.
- Exit readiness assessment across all eight value drivers
- Gap analysis, owner's number vs. what the market would actually pay
- Value acceleration roadmap with 12, 24, and 36-month priorities
- Ongoing advisory as you build toward your exit window
- Personal financial planning for what comes after the transaction
— 02 · Know Before They Do
Business Valuation & Value Acceleration
There's the number you think your business is worth. Then there's the number a buyer would actually pay. I help you understand the gap, and more importantly, close it before you need to.
Most business owners find out what their business is actually worth at the worst possible moment, when they're already in negotiations. The work here is about making sure you're never in that position.
- Business valuation analysis using buyer-side methodology
- Identification of the value drivers with the highest impact in your timeline
- Structured plan to move your multiple, not generic advice
- Quarterly check-ins to track progress across the eight drivers
- Pre-sale preparation to maximize the number before you go to market
Building something that lasts takes the right tools.
— 03 · Concentrate to Build
Strategic Wealth Building
Business owners aren't employees. The advice designed for employees, diversify early, protect against downside, keep everything balanced, is often exactly the wrong advice when your wealth is still being built in a concentrated asset.
You got wealthy by putting 80% of your net worth into one thing and building it. The question isn't whether that was the right move, it clearly was. The question is what the right move looks like now, and what it looks like in 5, 10, and 20 years from here.
- Wealth strategy built around your actual situation, not a template
- Advice on when to concentrate, when to protect, and when to diversify
- Tax-efficient structuring around your business and personal assets
- Liquidity planning, taking chips off the table without disrupting growth
- Long-term financial planning that accounts for your exit timeline
— 04 · For Individuals & Families
Personal Wealth Management
For high-net-worth individuals and families who want a long-term strategic partner, not a product salesperson. Whether your wealth came from a business exit, a career, or inherited assets, the question is the same: how do you structure it around the life you want to live?
I don't filter clients by industry or asset class. I filter by whether they value advice, and whether the conversation is one I can genuinely contribute to.
- Comprehensive financial planning built around your goals and timeline
- Investment management, not off-the-shelf portfolios, but strategy built for you
- Advice on concentrated positions, liquidity events, and complex situations
- Estate and legacy planning in coordination with your legal and tax advisors
- Ongoing advisory relationship, someone who knows your situation over time
"Real wealth is built in a concentrated fashion. You got wealthy by putting 80% of your net worth into one thing, your business, and building it. Every advisor who tells you to diversify immediately doesn't understand how you actually got here."
David Ward, CFA, CEPA · Brookside Strategy and Consulting
— Discovery Call
Not everyone qualifies. Find out if we're a fit.
A Discovery Call is 30 minutes. No pitch. I'll tell you what I see in your situation and what I'd prioritize, you decide if it makes sense to go further.