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Client Stories
Details below are composite and anonymized to protect client privacy — they reflect patterns across real engagements, not a single individual's information.
A Phoenix-based founder came to us fourteen months before an acquisition closed. We restructured equity timing, pre-funded a donor-advised fund, and modeled three deal-structure scenarios before the term sheet was signed.
We modeled the actual household impact of a temporary income pause — retirement contributions, health coverage, and re-entry timeline — instead of a rule-of-thumb guess.
A first review surfaced a trust that had never been funded, two outdated beneficiary forms, and a state residency change that shifted community-property exposure.
We ran two facilitated family meetings over eighteen months, introducing the trust structure and family values documentation before any transfer occurred.