PRIVATE EQUITY

Tax Efficient Equity Access

Creative financing and terms combine to provide tax efficient equity harvesting opportunities in our proprietary models. Supported by our collaborative national advisory network, we provide unique exit strategy opportunities for small to medium sized business owners.

Management Buy-Outs

We can empower junior family members and / or partners to acquire a company or firm when such alternatives seem financially difficult. We team with existing management and facilitate transactions to the benefits of exiting and remaining owners alike. 

Family Office / Family Foundation Asset Multipliers

The foundational tax and financial aspects of our strategies has spawned significant opportunities for long term Legacy based investors. Generational planning for family offices and endowment fund growth for family foundations are key beneficiaries of our proprietary strategies. Existing assets can remain at work in their current environment, while providing long-term equity growth, multiplying the asset base many-fold beyond traditional allocation models.