Liquidity Planning
Valuation Consulting
Post Transaction Planning

Entrepreneurs and Business Owners

You have unique planning challenges. Let us show you how other entrepreneurs have successfully built and harvested wealth from their business.

The Tanglewood Infinity Model

Liquidity and Exit Planning for Entrepreneurs and Business Owners

Liquidity Planning

Understanding the transition from Founder and Entrepreneur to living off your assets.
  • What lifestyle will my after-tax proceeds support? Is it enough?
  • What tax Strategies are the best for my liquidity event, business exit and succession planning?
  • Who is on my side, providing an independent opinion and solutions across my business, financial, estate and tax planning?
Wealth Planning

Valuation Consulting

Critical steps you need to take to get your business ready for sale.
  • What should I be doing now to maximize the valuation of my business?
  • What weaknesses are costing me the most in the transferable value of my business?
  • How do I de-risk before trying to sell or transition my business?

Post Transaction Planning

Ensuring your family and employees are taken care of.
  • How will I create cashflow regardless of economic, market or interest rate cycle?
  • Will my employees be taken care of?
  • How should I protect my assets post sale?

*Please Note: Limitations.  The scope of the services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Tanglewood Legacy Advisors, LLC does not serve as an attorney, accountant, or insurance agent.  Tanglewood Legacy Advisors, LLC does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, one of Tanglewood Legacy Advisors, LLC’s representatives, in their separate licensed individual capacities, can be engaged to provide insurance sales/services per the terms and conditions of a separate engagement and fee.

“Even after founding several companies, some of the best lessons I’ve learned have been from business owners who have generously shared their stories of success and struggle, and allowed me to offer insights and guidance based on my experiences.”

Kevin Roth, CFP®, CEPA, CM&AA, CVA

Interrupting the siloed approach to all things financial.

Coordinating and handling financial matters on your behalf – planning at the intersection of your life, business, and wealth.

INC 5000 List
Family to Staff Ratio
10: 30
$ 0 Million

20 Questions Every Business Owner and Their Families Should Know

Boutique Family CFO Services

Driven by Stewardship, Built on Experience.