What we do.
Four services, built around one idea: the decisions that matter most in an executive's financial life have short windows and no undo button.
M&A & Liquidity Event Planning
Coordinating the whole event — equity treatment under the deal, Section 280G, the withholding gap, concentration through closing, and which tax year the income lands in.
What this covers →Executive Equity Compensation
RSUs, ISOs, NSOs, ESPP, and deferred compensation — modelled together, with the AMT and 83(b) decisions made before the windows close.
What this covers →Integrated Financial Planning
One balance sheet, one set of goals, and one place where the pieces are made to agree with each other.
What this covers →Workplace Retirement & 401(k) Strategy
Plan design, fiduciary process, fee benchmarking, and the coordination between the company plan and the owner’s own picture.
What this covers →Alongside your CPA and attorney, not instead of them.
Most of our clients arrive with advisers already in place. That is usually the right structure — they know your history. What is typically missing is somebody sequencing the whole picture across tax years, deal timelines, trading windows, and the rest of the balance sheet.
That coordination is the work. It is also why the first conversation is a conversation rather than a pitch.
Start with a conversation.
Thirty minutes. We'll talk through what's happening, what's already decided, and what's still open. If we're not the right fit, we'll say so.
- It's a conversation, not a pitch
- No preparation required
- No obligation of any kind
Not ready to talk? Download the Discovery Workbook — the questions we'd ask you, so you can work through them on your own time.