Advisor to Founders. Simple...
I work exclusively with founder-led businesses. On the business side I serve as your strategic business advisor and fractional CFO — helping companies get financially clean, raise capital, and position for strong growth and create value so that you have the best possible exit. On the personal side I manage the founder's wealth directly, so the money they create in their business actually translates into generational wealth for their family. I'm certified as an exit planning advisor and I bring - 17 years of financial analysis background, executive MBA education, and better yet... 30 years of real business life to every engagement. I look at your company the way a buyer would — before a buyer ever walks in the room.
Business Planning
- Corporate finance and investment analysis
- Strategic growth planning and roadmapping
- Capital structure optimization
- KPI dashboards and performance metrics
Wealth Management
- Holistic financial planning across all life stages
- Investment portfolio design and management
- Retirement income planning and projections
- Insurance, estate coordination, and risk management
Exit Planning
- Business valuation and value gap analysis
- Value driver identification and acceleration
- Deal structure advisory — stock vs. asset, earnouts, seller notes
- M&A coordination and full advisor team assembly
Tax Strategies
- Entity structuring and pass-through optimization
- Capital gains deferral and harvesting strategies
- IRS representation and enrolled agent services
- Estate and gift tax minimization structures
Private Capital
- Private markets analysis and deal evaluation
- Capital formation support and investor relations
- Growth-stage investment strategy
- Portfolio construction and alternative asset allocation
My Process
A clear, structured onboarding built around you — no pressure, no guesswork.
The Discovery Meeting
The primary aim of this meeting is to get to know each other and for us to fully understand your financial goals, concerns, and unique circumstances. Your responses, coupled with the documents we request, will guide our comprehensive analysis. Our goal? Clear, concise solutions to protect your assets, and practical answers to your most pressing financial questions.
Tallawah Team Expert Analysis
Now it's time for us to work our magic! Leveraging our specialized industry knowledge, we focus on answering key questions: What strategies will most effectively preserve and grow your wealth? Have you protected your family and business? Are you managing your tax liabilities as effectively as possible? What potential threats could impact your financial stability?
Strategy Presentation Meeting
This is where we translate planning into actionable strategy. During this meeting, we'll explain in clear terms the steps necessary to achieve your financial goals. You'll see in dollars and cents how our firm can improve your finances and protect your hard work. At the end of this meeting, you can decide if you're ready to team up with us.
Reflect & Decide
We understand the importance of taking the time to make the right decision. Consider: Do you trust and respect the Tallawah team? Do our services provide value that exceeds the cost? Do you agree with our investment philosophy? Do our recommendations make sense to you? There is no pressure — ever.
Onboarding Meeting
In this step, we address any remaining questions or concerns. When you're ready, we'll assist with the paperwork to officially welcome you as a client. While we'd be delighted to have you on board, we understand if you decide it's not the right fit. There's never a hard sell or pressure. We sincerely wish you the best and are here to help — regardless of your decision.