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About us
Father-and-son team that’s spent 20+ years building, scaling, and selling founder-led companies.
Our EthosOur FoundersVSFOFAQs
We’ve built, scaled, and sold businesses. We know the questions you’re asking because we've asked them too, the main one being:
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Pre-exit cash-out strategies, secondary recapitalizations, and deal structuring that lets you extract value without losing control.
Bulletproof asset protection using LLCs, dynasty trusts, charitable vehicles, and intergenerational planning.
We build your “bench” the way operators build leadership teams.
1202 planning, 1031/453 deferral structures, and QSBS strategies—all in coordination with seasoned CPA and legal teams.
We don’t manage your portfolio or pitch product suites.
We roll up our sleeves and stand shoulder-to-shoulder with founders navigating high-stakes moments—liquidity, succession, tax mitigation, and long-term protection.
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We’re not stepping in from Wall Street or a private bank. We’ve sat at the cap table, led the diligence, carried the weight, and asked the same questions you’re facing now.
Our model is simple: we only win if you do.
We’ve scaled and sold companies. We know the difference between theory and what gets the deal done.
That means clear answers, hard truths, and real partnership.
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