You’ve been asset-rich and cash-poor for twenty years. That’s about to flip overnight.

For years the business was the plan — the retirement account, the identity, the thing you’d reinvest in before you’d ever pay yourself. Then a wire hits your account and, for the first time, the number is liquid, real, and entirely yours to steward. It’s exhilarating and quietly terrifying in the same breath.

The expensive decisions cluster early, before the ink is dry. How the deal is structured can swing your tax bill by more than you’d believe, and the window to do anything about it closes fast — often before closing day. Then the question shifts from “how do I grow this?” to “how do I not blow this?” — and, harder still, “who am I now that I’m not the person running the thing?”

We work alongside your attorney and your deal team ahead of the sale, then help you build a plan for both the money and the life that comes after it. You built something worth buying. Let’s make the proceeds work as hard as you did.