Strategies and Specialities.

The Data.




OFFICE 2020¹




For over 20 years, our team has specialized in serving the unique advisory needs of entrepreneurs on their path to financial freedom. The focus is asset protection, tax savings, cash flow strategies, estate planning, and risk management.

We have assisted over 112 entrepreneurs through liquidity events and business sales with advisory on pre-sale planning, post-sale planning, business exit planning, business transition, and succession planning.

The goal is to protect, enhance, and simplify your life, giving you the time to pursue what matters to you most.

Industry Expertise:

▪ Cybersecurity

▪ Information Technology

▪ Artificial Intelligence

▪ Government Contracting

▪ Health

▪ Genomics

▪ Telecommunications

▪ Technology

▪ Real Estate


Planning your

Entrepreneurs and CEO Founders face unique planning challenges. You often dedicate considerable time to your careers at the expense of your own personal finances. We have the expertise and resources to create comprehensive financial plans that take your balance sheet, spending, and compensation package into account so you can make more informed financial decisions. We help you execute a plan that capitalizes on safety and opportunities to minimize costs, maximize savings, and provide financial freedom for you and your family.

Intelligent Wealth Management™

  • Financial Independence Modeling
  • Cash Flow Management
  • Concentrated Stock and Options Strategies
  • Tax Minimization Strategies
  • Asset Protection Strategies
  • Risk Management
  • Investment Management
  • Estate Planning


Strategies for

A key outcome of the financial planning process is to devise a strategy that supports your "Magic Number" and unique cash flow needs. A purposeful, long-term distribution strategy will provide peace of mind for lifestyle maintenance.

What is your Magic Number? It is how much you NEED to live the lifestyle you ENVISION, and serves as the foundation for portfolio decisions.


There are a variety of investments that generate cash flow, including tax-free municipal bonds, corporate and government bonds, stock dividends, and private investments such as real estate, agricultural lending, and farmland financing. Diversification is key to creating an income stream to sustain your financial independence. As the economic landscape shifts and your needs evolve, we will revisit your cash flow plan to ensure your goals and investment strategy remain aligned.

ALSO READ:  Why Do I Need A Financial Roadmap If I Am Selling My Business and 4 Keys To Wealth Protection



  • Determine If A Sale Meets Your Cash Flow Needs

    Each of the more than 70 times – without exception – we have assisted a client through a liquidity event, the client has experienced a need of 20% more cash flow than originally expected due to additional leisure time for travel, vacation and other luxury items. Before concluding that a sale will satisfy your future cash flow needs, take the time to identify your anticipated needs, add 20% and then decide if you’re ready to sell.

  • Prepare The Business For Sale

    Do your due diligence: make sure your books are in order, implement good internal control measures, and ensure all business paid expenses are in fact for the business rather than personal. Your buyer will examine to see if this is done so it is better to be ready before they start their due diligence.

  • Start Tax Planning Early

    Depending on how your company is structured when it is sold – LLC, C-Corp., S-Corp. – and what state it resides, you could experience different tax implications. Early in the process, the wealth creator should meet with a tax expert to ensure the corporate structure is set up to be most tax advantageous and determine if a change of residency is warranted.

  • Conduct Safe Cybersecurity Practices

    It is vital for entrepreneurs to educate themselves and their children on safe cybersecurity practices including password protection and proper use of social media. Be very cautious about what you share and with whom.

  • Consider Gifting Strategies

    The gift of ownership in a closely held business offers an extremely favorable valuation opportunity where an owner can maximize annual gift tax exemptions and use of their lifetime exemption. If you anticipate receiving sufficient proceeds to afford gifting, be certain to make your transfers before you receive any letters of intent.

  • Conduct Dynastic Planning

    Outline how much money you want your children to receive, at what ages, and under what circumstances. With larger estates, consider using trusts to benefit your children and more remote descendants so they will not be taxed on the money remaining in trust at their deaths.

  • Protect You And Your Family From Creditors And Predators

    You just sold your company. That means you and your family are now targets. Structure your assets to ensure a layer of protection from creditors by placing them in asset protection vehicles such as irrevocable trusts, limited partnerships or limited liability companies. With the average divorce rate at 50%, these vehicles may be structured so your wealth stays within the family bloodline.

  • Author A Family Mission Statement

    Successful planning starts with defining your family mission statement. This is critical for articulating the family values the wealth creator would like disseminated to the next generation and beyond. Plan for yourself, and your family, so they understand how the wealth should be used and to what purpose.

  • Educate Your Family

    Most entrepreneurs want to assist family and friends, however you need to be careful of creating a sense of entitlement. Education for you and your family members is critically important. Entrepreneurs need to set proper expectations and also put in place the proper vehicles where family and friends cannot access the wealth inappropriately.

  • Examine Titling Of All Assets

    All assets must be properly titled and transferred into the proper trusts. If assets are not titled properly, no amount of estate planning in the world will be enough to protect your assets for future generations.







Intelligent Wealth Management™ to help protect and streamline your life through high-touch sophistication, expert advice, and transparency.

One Solution for portfolio management, tax, estate and legal, wealth planning, private banking, family coaching, travel and lifestyle services.

True Fiduciary® Standards: Your best interests come first.