We created a phased exercise-and-sell schedule paired with smart reinvestment strategies, converting concentrated risk into a balanced portfolio that still captures upside potential.
A family running a manufacturing business needed help passing the company to the next generation. They worried about figuring out what the business was worth, reducing taxes when transferring ownership, and making sure everyone in the family would be financially secure. We created a step-by-step plan that helped the business change hands smoothly, kept family relationships strong, preserved the company's value, and reduced their tax bill.
After selling their retail business, this person needed to transform their money from being all tied up in one company to being spread across different investments that could provide regular income. We helped create a balanced mix of investments designed to both grow their money over time and provide steady income for their needs.
This married couple earned good money from several different sources and wanted to keep their money easily accessible. By carefully choosing which investments to hold in different types of accounts and timing when to buy and sell, we helped them keep more of what they earned without taking on more risk. Most teams know what bad workflows feel like: clunky handoffs, endless follow-ups, siloed tools, and time lost to manual effort. It’s a low-grade friction that becomes normalized—until it isn’t. When things break, they break loudly. And by then, you’re already playing catch-up.
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