Wealth management for owners building toward, and through, an exit

You have poured years into the company, and most of your net worth is locked inside it. That concentration powered your success, and it is the single biggest threat to your family's financial security if something happens to you or the business.

Then there is the exit. Whether it is five years out or already on the table, the difference between a well-planned sale and a rushed one is measured in years of your life's work. Most of the value-defining decisions have to be made long before the closing.

You need a plan that treats your personal wealth and your business as the connected things they are, and a team that has been through a transition before.

Brook Hart holds the Certified Exit Planning Advisor (CEPA®) designation, so we approach your business and your personal wealth as one plan rather than two. We start by clarifying what the business needs to provide for you, and when.

In the years before a sale, we focus on the decisions that drive value and reduce tax at exit: entity structure, owner compensation, and the strategies that need a long runway. We coordinate with your CPA, your attorney, and any deal team.

When the sale closes, we are ready: the proceeds go to work in a diversified plan, the tax is handled, and your income for the next chapter is in place.