Balance Sheet
How do I decide what to do with my excess capital?
What types of investment would make sense for someone in my position? (private equity, common stocks, crypto, real estate, my own business)
Liquidity & Cash Flow
How do I determine my personal and business liquidity requirements?
Lifestyle & Legacy Capital
How much capital do I need separate from my company to be financially independent?
How do I position my wealth to benefit the people and causes I care about the most?
ROLE™
How do I gain peace of mind when it comes to what I've built, especially as I exit?
Beyond an exit, what makes sense for me as my next act?
The Exit Dilemma™
How do I prepare for an intentional exit?
How do I maximize the value of my business?
How do I minimize my tax?
What are the biggest pitfalls of an exit?