Financial Planning for Entrepreneurs & Tech Founders
Building a Company Creates Opportunity — and Concentration Risk
Founders often reinvest everything back into the business.
Equity is illiquid. Income is inconsistent. Personal wealth becomes tied to a single outcome.
We help entrepreneurs coordinate personal financial strategy around business growth, liquidity events, and long-term transition planning — without slowing momentum.
Where We Add Specific Value
Equity Structure & Cap Table Awareness
We help evaluate ownership concentration, dilution impact, and personal exposure across funding stages.
Liquidity Event Planning
We model IPO, acquisition, and secondary sale scenarios before they occur — not after.
QSBS & Tax Strategy
We coordinate with your CPA to evaluate Qualified Small Business Stock eligibility and multi-year capital gains planning.
Concentration & Diversification Strategy
We design staged exit and diversification frameworks aligned with tax efficiency and long-term allocation.
Founder Cash Flow Discipline
We build personal liquidity reserves and investment structure while income remains volatile.
Designed For
Entrepreneurs and tech founders who:
- Have meaningful equity in a private or recently public company
- Are approaching IPO, acquisition, or secondary liquidity
- Experience income variability
- Want independent advice separate from investors or internal finance teams
- Prefer strategic oversight without product-driven sales pressure
If your company is scaling quickly, your personal strategy should scale with it.