Find the Money Before You Fund the Strategy.
Structural Clarity
Before Advanced
Planning.
Enterprise Stability Partners is a diagnostic-led advisory for owners of privately held businesses. Before anyone proposes a strategy or asks you to commit more capital, we look for the money and value your current structure may already be losing: excess tax, trapped liquidity, gaps no one is watching. Then we help decide how that preserved wealth should be put to work.
Request a Preliminary DiagnosticExposures™ →
Index™ →
Diagnostic Depth
Clarity first.
Then the right next move.
Find the money before you fund the strategy.
Most owners of successful companies find out their valuation, cash position, debt, succession plan or tax structure was wrong at the moment it gets tested: a sale, a partner leaving, a lender review, a death. The same weaknesses are often costing money long before that. Tax that didn’t need to be paid. Cash tied up where it can’t be used. Value that isn’t where the owner thinks it is.
Most advisory starts by selling you a product or a strategy. ES Partners starts with a diagnostic: first to find the exposures, then to find the money and value that may already be leaking, and only then to decide where it should go.
The Enterprise Stability Diagnostic™
Built for established owners with real planning complexity.
01 — EVI™
Enterprise Value Integrity
Whether enterprise value is credible, defensible and transferable, based on normalized performance, market-based assumptions and the structure beneath the business.
02 — LCR™
Liquidity Coverage Ratio
Whether accessible liquidity and capital can meet obligations and sustain operations through stress or transition without disrupting value.
03 — DCT™
Debt Compression Tolerance
How well the business absorbs debt-service pressure when revenue declines, margins tighten or liquidity becomes constrained.
04 — SEI™
Succession Enforceability Index™
Whether succession and exit arrangements are documented, funded, enforceable and executable, so ownership and control transition as intended.
05 — TFI™
Tax Friction Index™
Where structural tax inefficiency and avoidable tax drag reduce after-tax cash flow, retained liquidity, enterprise value and wealth transfer.
SSI™ — Composite
Structural Stability Index™
The composite measurement: integrates all five dimensions into one comparative reading of the enterprise’s structural condition, identifying where exposure is concentrated.
Built for owners whose personal wealth is inseparable from the company.
Is ES Partners relevant to your situation?Established, profitable, closely held
Often $1M+ in annual revenue, but more importantly facing meaningful tax exposure, accumulated wealth, or liquidity, succession, estate or retirement complexity.
Complex wealth & planning needs
Significant wealth inside or outside the business, such as real estate, investments, retirement assets, trusts or family wealth, that needs tax, retirement, estate, liquidity, succession and risk planning brought together in one plan.
A structural question on the table
A sale, exit, succession, recapitalization, partner change or tax review is coming in the next few years.
Serious about validation
Willing to test assumptions against the documents before committing to a strategy.
Diagnose. Validate. Then plan.
Preliminary Diagnostic
Initial structural assessment across the five diagnostic dimensions, producing a preliminary Structural Stability Index™.
Complimentary for qualified owners
Formal Document-Based Analysis
When the Formal ESD™ is engaged, ES Partners reviews the requested financial, tax, legal, valuation and planning documentation and validates or revises the preliminary findings.
Recommended only when warranted
Findings & Strategic Direction
Presentation of the validated findings, Structural Stability Index™, written structural roadmap, priorities and implementation considerations.
Part of the Formal Diagnostic
Implementation Led by ES Partners
ES Partners leads implementation through our team of qualified professionals. Existing client advisors may participate where appropriate.
A virtual family office model
One Client. One Strategy. One Team.
ES Partners leads the planning and implementation process through our team of qualified professionals. Where appropriate, we can also collaborate with advisors you already trust, provided they are willing and able to participate in the agreed strategy.
Determine how structurally stable your business is.
The Preliminary Diagnostic is complimentary for qualified business owners, needs no documents to start, and carries no obligation.
Request a Preliminary Diagnostic