Executive Compensation and Business Transitions

OUR SERVICES

EXECUTIVE COMPENSATION AND BUSINESS TRANSITIONS

Managing and diversifying your wealth, particularly when tied to a business or corporation, demands a deep understanding of company stock complexities, risk mitigation, and successful business transitions. We specialize in helping business owners and Fortune 500 executives achieve financial independence by crafting personalized strategies that balance and diversify their holdings over time.

EXECUTIVE COMPENSATION AND BUSINESS TRANSITIONS

How do you establish financial independence when your wealth is concentrated in a business or corporation?

Our Executive and Business Capabilities Include

In-depth knowledge of corporate benefits and equity compensation, including stock options, concentrated positions and tax considerations
A robust platform to help business owners organize, plan, and build their wealth through the lifecycle of the business
Our comprehensive program, The Path to Financial Independence, to help enhance personal wealth for executives and business owners
Tax minimization strategies specific to business sales and transfers
Access to specialized lending products, investment banking teams, business valuation analytics, exit and buyout services, and deal structuring support

Our clients expect direct communication and honest conversation. We serve as a central coordinator of a family office network of advisors, regularly offering new ideas as we help manage your financial life.

BROOKE V. MAY, CFP ®

Managing Partner

This practice has always been a part of my life, and it’s our goal to carry forward this legacy for many years to come. Our clients often frame their priorities in terms of future generations, and we share that mindset.

ELIZABETH E. EVANS, CFP ®

Managing Partner

Your life is defined by the impact you have on others. When you have a team of trusted advisors who are in tune with your family and financial goals, you can grow your wealth and protect it as life evolves.

ELIZABETH E. EVANS, CFP ®

Managing Partner

Longevity is built into our practice, and this is something that matters to our clients. We can help you plan for a successful retirement knowing that we will be there to see you through it.

BROOKE V. MAY, CFP ®

Managing Partner

REACH OUT TO OUR TEAM

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Your financial well-being is our top priority. Take the first step to learn more about our approach to financial clarity.

EXECUTIVE COMPENSATION AND BUSINESS TRANSITIONS