Who We Serve
Owners of established, privately held businesses with a structural question on the table.
Request a Preliminary Diagnostic
The owner profile.
Built for established owners whose business and personal wealth have become complex enough that important structural assumptions deserve to be tested. Sometimes there is a known concern. Other times the diagnostic uncovers exposure — or financial opportunity — the owner did not know existed. Not for early-stage companies, and not for anyone shopping for a product.
Six situations where a diagnostic earns its place.
Most owners arrive with one of these. Many have three.
A sale or transition inside three to seven years
Value, tax and transferability need testing while there is still time to change them.
Succession exists on paper only
Signed, but unfunded, out of date, or never tested against the current ownership.
Wealth that’s never been planned as a whole
Business, real estate, investments, retirement and estate assets each handled separately, with no one looking at how they fit together.
Covenants tighter than they look
Coverage underwritten in a different rate or revenue environment, never stress-tested since.
Tax structure untouched since formation
Entity, compensation and distribution design set years ago and left alone, often costing more in tax every year than it needs to.
Key-person dependency
Lenders, customers or the business itself depend on one or two people with no funded continuity plan.
Fit
A good fit
- Established, profitable, privately held
- A structural question on the table
- Willing to test assumptions against documents
- Existing advisors in place, but no one leading the structure as a whole
Not the right fit
- Pre-revenue, or without meaningful tax, wealth or planning complexity
- Seeking a specific product or transaction
- Full structural review completed in the last 18 months
- Looking for tax preparation or bookkeeping
In those cases we will say so during the Preliminary Diagnostic.
“The best time to test the structure is before a transaction, tax event or unexpected health event forces the answer.”— Lou Patin, Founder
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