Sunset Coast Partners · Practice III
Wealth Management
Concentration built your net worth. Discipline is what protects it.
The Practice
Stewardship for the wealth your company created.
For most government contracting owners, the company is the balance sheet. Our wealth practice plans around that reality: managing concentration before a transaction, architecting the liquidity event, and stewarding the proceeds for the decades after. Coordinated with your tax and legal advisors, and always in plain language.
Sunset Coast Partners, LLC does not provide legal, tax, or investment advice. Nothing on this site is an offer to sell, or a solicitation of an offer to buy, any security. Wealth Management works alongside your CPA and attorney; it does not replace them.
What We Do
Pre-exit planning
Years before a sale is the cheapest time to plan one. Entity, estate, and timing decisions made while options are still open.
Liquidity event architecture
Structuring the transition from private company equity to a durable family balance sheet, coordinated with your tax and legal counsel.
Long-horizon stewardship
Disciplined, unglamorous portfolio management for owners who already took their risk in the business.
The family, not just the founder
Education, governance, and planning that treats the next generation as part of the mandate.
Who We Serve
Owner-operators approaching a transaction
Founders who want the personal side of the exit planned as carefully as the corporate side.
Post-exit families
Sellers stewarding proceeds who want an advisor fluent in how the wealth was actually made.
How It Begins
The full picture
Company, personal balance sheet, family goals, and timeline in one honest conversation.
A written plan
Specific, quantified, and sequenced around your liquidity horizon.
Standing discipline
Ongoing stewardship with reporting you can actually read.
Wealth Management · questions
Straight answers.
- What happens to the proceeds of a business sale?
- Debt is repaid at close, transaction costs come out, part of the price sits in escrow or an earnout, and taxes depend on entity type, deal structure, state, and basis. What remains has to fund the decades after. The proceeds assessment on this site walks the whole sequence in ranges.
- When should wealth planning start relative to a sale?
- Years before, because the biggest levers close when the letter of intent is signed. Entity decisions, gifting, charitable planning, and installment structures all need runway. Starting after the sale limits the plan to investing what is left.
- Does Sunset Coast provide tax or investment advice?
- Sunset Coast Partners does not provide legal, tax, or investment advice. Our wealth practice plans alongside your CPA and attorney, in plain language, and coordinates the personal side of the exit with the corporate side.
- What does stewardship after a sale look like?
- A written plan, quantified and sequenced around your liquidity horizon, and reporting you can read. Disciplined and unglamorous by design. You already took your risk in the company.
Proceeds assessment · About four minutes
How does the money work after I sell?
The headline price is not the number that lands in your account. Walk from gross to net, in ranges, before a buyer walks you through it.