Business Owners

• Operating the business
• Preparing for transition
• Liquidity event strategy and execution
• Tax and estate planning
• Executive benefit planning

Franchise Owners and Operators

• Preparing to earn a location
• What am I responsible for once I am named
• How to maximize my opportunity in my personal financial situation
• Risk, tax and estate planning

Athletes

• NIL – everything is changing, how to maximize the financial opportunity
• Balance sheet building
• Complexity unique to playing sports as a profession
• Coordinating money to maximize hours and mindshare to the sport

Performance Compensated Leaders

• Complex stock compensation arrangements
• Promotion to partner considerations
• Integrated financial planning and strategy
• Corporate executives with complex compensation AND partners in professional services firms

Preparing for Passive Income (sometimes called retirement!)

• Asset analysis with income in mind
• Income source evaluation
• Risk and threat assessment
• Mindset and psychology of transition
• Tax and estate planning