We work with business owners 3 years out from selling — building the financial plan, the tax strategy, and the personal roadmap so the transaction supports the life you actually want after.
Where the numbers actually stand today, what the sale needs to clear, and the gap between the two.
QSBS, charitable structures, and installment sales — modeled, sequenced, and stress-tested before the LOI.
Pre-transaction gifting, trust structures, and basis decisions made while the business is still illiquid.
What life costs after wire day — and how the proceeds support 30 years of it without you watching markets daily.
We don't replace your deal team. We sit at the table and make sure the financial plan and the deal terms agree.
A written investment policy for liquid wealth that respects how you actually want to spend the next chapter.
At CWT, the lead advisor on your practice is the person you talk to — not a relationship manager passing notes to a planner.
Scott has spent two decades guiding founders through the sale of the company they built. His focus is the years before the LOI and the decade after wire day — the parts that decide what an exit actually buys you.
12 things to do in the 36 months before you sell — written for owners, not advisors.
Most owners start exit planning a year too late. Here's the 18-month window — and the tax decisions locked in early.
ReadWhat Section 1202 actually does, who qualifies, and the gifting moves that multiply the exclusion across a household.
ReadIdentity, time, and a balance sheet that's suddenly liquid. A short field guide to the year after the sale closes.
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