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 Legacy 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?

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?

“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.

1950
INC 5000 List
10: 30
Family to Staff Ratio
$ 0 Million
ENTREPRENEUR LIQUIDITY EVENTS

20 Questions Every Business Owner and Their Families Should Know

Boutique Family CFO Services

Driven by Stewardship, Built on Experience.