Solutions for the challenges you have

yet to resolve - the holy grail

of private equity,wealth

and tax management

Discovering peace of mind above the chaos.

Solutions for the challenges

you have yet to resolve

resolve - the holy grail

of private equity,wealth

and tax management

Discovering peace of mind

above the chaos.

Solutions for the

challenges you

have yet to

resolve - the

holy grail

of private

equity,wealth

and tax

management

Discovering peace of mind

above the chaos.

Inc. 500 & Inc. 5,000 Entrepreneurs and Private

Equity investors supported and protected by

our Partners for over 20 years

Inc. 500 & Inc. 5,000

Entrepreneurs and Private

Equity investors supported

and protected by our Partners

for over 20 years

Inc. 500 & Inc. 5,000

Entrepreneurs and

Private Equity

investors supported

and protected by

our Partners for

over 20 years

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IT took him decades to build his business.


When he sells, he’ll face risks that can include unknown future tax rates, claw-backs, underperforming rollover equity, and other threats that can erode a lifetime of work.

Discover new ways to help him capture and protect ongoing profits, and the sales proceeds from a monetization.

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Arrive at your destination through the acclaimed Value Acceleration Methodology™, pioneered and perfected by the Exit Planning Institute™.

Learn how you can transform your practice

To develop curated exit strategies for clients

Expertly designed to build both income and value

While expanding their options to transition their business

On their terms, and when they are ready

Aligning their business, personal, and financial needs

To achieve their dreams

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Increases in enterprise value are directly linked to the experience and capability of your client’s advisory team.


Helping your clients recognize challenges that have previously gone unsolved will continue to do so – unless and until new creative thinking is applied - can be one of the most impactful and defining moments for an exit planner.

Compare your clients’ present strategy with novel solutions that are designed to eliminate the following risks:

Multigenerational business transfers – particularly those consisting of real estate and other illiquid assets – represent some of the most challenging problems to tackle.

Until Now.

Insurability and coverage limits

are no longer a challenge.

Intergenerational split dollar limitations and financing

can be overcome, regardless of liquidity or borrowing ability.

Bank financed insurance strategies

can be restructured at deeply reduced interest rates.

Expensive Life Insurance that is purchased to pay estate tax

is no longer necessary. Access novel strategies to help your clients safely reduce estate tax, and they can keep the saved insurance premiums within their family.

Advanced and novel solutions helping families to better compete, adapt to challenges, and assist their children and grandchildren to discover their own path and some transcendence, as they pass the baton to the next generation.