Sunset Coast · 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.
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.
Business Owner Valuation Analysis
What is your company worth?
Most owners find out at the worst possible time: after the letter of intent arrives. Get a clear-eyed, indicative range in about five minutes, and see exactly which drivers move it.