Scale
Owner Wealth & Exit
Build wealth outside the business. Eventually exit.
Tax-optimized owner distributions, real estate investing, eventual sale strategy. Your business is your biggest asset — let's make sure it builds your wealth.
Who this is for
You need this if any of these are true.
- 01Your business is your only meaningful asset
- 02You're paying yourself W-2 and overpaying tax
- 03You want to buy your building or rental property
- 04You're 3-7 years from wanting to sell
What's inside
The full menu.
- 01Tax-optimized distributionsS-corp election + reasonable comp analysis + distribution timing.
- 02Real estate investing for operatorsBuy your own building (SBA 504) + rental property strategy.
- 03Sell-side M&A advisoryWhen you're ready to sell, we represent you to buyers.
- 04Strategic buyer searchActive outreach to ideal acquirers for your business.
- 05Business valuation (annual)Know what your business is worth — every year.
- 06Succession planningFamily handoff, partner buyouts, key-employee transitions.
- 07Estate planningTrust + will + buy-sell agreements via partner attorneys.
How it works
3 steps. No drama.
01
Wealth audit
Full picture of your owner-level financial situation.
02
Strategy
Pick the 2-3 highest-leverage moves for your stage.
03
Execution
Coordinate with CPA + attorney + RE broker partners.
Outcomes
What changes after the engagement.
- 01Lower personal tax burden
- 02Wealth growing OUTSIDE the business
- 03Clear path to eventual sale or transition
- 04Sleep better knowing your family is protected
Common questions
Answers upfront.
Are you financial advisors?
No — we coordinate with licensed RIAs/CPAs/estate attorneys. We're the project manager + strategist.
When should I start thinking about exit?
At least 3 years before you want to sell. Exit preparation is a multi-year process.