You built the company.
Now let's plan what comes next.

Yes — business owner exit planning is one of EQ's core specialties. We work with business owners before, during, and after an exit. Before the event, we help you understand the personal financial implications — after-tax proceeds, retirement income, estate considerations — before you sign anything. During the process, we coordinate with your M&A attorney and CPA to ensure the structure is as tax-efficient as possible. After the close, we help you deploy proceeds thoughtfully, update your estate plan, and build an investment strategy aligned to your new financial reality. We primarily serve businesses with $3 million or more in annual gross revenue across medical practices, manufacturing, professional services, and aerospace and defense sectors.

Earlier than most owners think. The decisions that most affect your after-tax outcome — deal structure, separating personal and business finances, making the business more transferable, and modeling the proceeds you'll actually need — are best made one to five years before a transaction, not in the weeks before signing. Owners who plan early consistently keep more of what they built and face fewer surprises. Even if a sale isn't on the horizon, building the plan now means you're ready whenever the right opportunity comes.

Your M&A attorney is focused on the deal terms, and your CPA is focused on the tax filing — both essential, but neither is focused on your complete personal financial picture. That's our role. We sit at the center and coordinate directly with your attorney and CPA so that deal structure, tax strategy, and your personal financial plan all move in the same direction. We make sure the decisions being made in the transaction actually serve your life — not just the close.

A sale often creates more liquidity than an owner has ever held at once — and, frequently, more uncertainty. After the close, we help you deploy the proceeds with purpose: a tax-aware investment strategy aligned to your goals, an updated estate plan that reflects your new net worth, and a sustainable income plan for the next chapter. The risk has shifted from building wealth to protecting and growing what you've created, and we help you navigate that transition with clarity.

Yes. An exit can take many forms — a sale to a third party, a transition to a business partner, a buyout, or a succession to family. Each has different financial, tax, and personal implications. We help you think through which path best fits your goals and your financial reality, and we plan around the structure you choose so your personal outcome is protected regardless of how you transition out.

We primarily serve established, owner-operated businesses with $3 million or more in annual gross revenue. Our experience runs deepest across medical and dental practices, manufacturing, professional services, aerospace and defense, construction and trades, and founder-led technology companies — though strong businesses in other industries are welcome. What matters most is that you're an owner who wants a coordinated plan around your business and your personal wealth.

EQ operates as a fee-based fiduciary practice.

Being a fiduciary means that when we provide investment advice and financial planning, we are legally required to act in your best interest at all times — not merely to recommend options that are "suitable."

"Fee-based" describes our core compensation model: the primary driver of our revenue comes directly from transparent advisory fees paid by our clients for ongoing guidance and portfolio management. To offer comprehensive wealth strategies, any potential compensation structures or custodial relationships are fully disclosed in writing before any engagement begins.

Why it matters: It provides total clarity on how we are compensated, ensuring every strategy, tax plan, and investment recommendation is driven solely by what is right for you and your long-term goals.