Tool
Portfolio X-Ray
“Too much of my wealth is tied to one stock.”
Equity compensation can create concentration, embedded gains, tax exposure and retirement decisions that cannot be solved one at a time.
Explore Portfolio X-RayTools & Resources
Practical Tools & Resources for complex decisions
Practical tools, guides, and assessments to help you make smarter decisions about your business, taxes, investments, and wealth.
Assessment
The Sellability Score
“I don’t actually know if my business would sell.”
Buyers price what transfers. Know your potential value and what you can do to increase it before someone else calculates it for you.
Take the Sellability Score
Blueprint
Founder’s Tax Mitigation Blueprint
“There’s a tax bill coming and I don’t know how big.”
Around a transaction or a liquidity event, early planning and structure placement helps you keep more.
See Founder’s Tax Mitigation Blueprint
Book
Engineering Your Exit
“I may sell my company someday. What should I be doing now?”
Decisions that shape your company’s value, your tax bill, the deal you can accept, and what your family keeps start long before a buyer shows up.
Pre-order Engineering Your Exit
Guide
Level Up
“My financial life has gotten too complicated for separate advisors.”
Well-managed investments, taxes, estate planning, insurance, property and family decisions can lack one accountable owner.
Download Level UpNot sure where to start? Talk to an advisor.
Bring the decision, problem or complication you’re dealing with now. We’ll tell you what it connects to and how we’d approach it.