SPEAKER: Colton Christianson, Principal, National Practice Leader, Business Owners
A transaction represents a massive and meaningful planning opportunity. But if you don’t understand why you’re doing the planning, it’s not going to be meaningful.
That’s why it’s important to start thinking about your life after the business—what you care about, what you want to prioritize as a family going forward.
Our personal planning team is focused on helping owners understand what their future life and balance sheet will look like—and what that enables them to do.
Very often, we’re helping families define their financial goals and determine what portion of their current and future balance sheet will help them meet those goals. Then we look at what’s available beyond that—whether for estate planning, philanthropy, launching a new business, or other aspirations.
Having the confidence to make those decisions—knowing your family will be okay—is a kind of peace of mind we rarely get in life. That’s incredibly valuable for owners going through this process.
We deliver a comprehensive transaction planning experience that includes estate, philanthropic, tax, financial, and investment strategy—all coordinated in one effort.
What makes us different is that we don’t just create the plan—we help clients execute on the strategies we develop.
I care deeply about this work and about business owners—because I come from a family business myself. It’s incredibly rewarding to speak from both the advisor and owner perspective.
This is often the moment when owners and their families are facing the most emotional, uncertain, and high-stakes decisions. It’s also when the most mistakes can happen. That’s why we see this as a unique opportunity to build trust, provide clarity, and help families move forward with confidence.
Ultimately, the relationships we build through this work are deep and lasting—and that’s exactly what we’re in the business of doing.
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