Building a successful company often generates wealth far faster than it creates the time and perspective needed to prepare for it. Many wealth decisions have a window, and once that window closes, opportunities may be impossible to recover. We work with you to help maximize choices and proactively identify risks and tradeoffs before decisions become urgent and reactive.

As a founder, you face a unique set of decisions that can have lasting tax and generational consequences including fundraising, equity ownership, Qualified Small Business Stock (QSBS) planning, secondary transactions, estate strategies, concentrated stock risk and eventual liquidity events to name a few.

If you are considering a secondary transaction – selling a portion of your private company shares before an IPO or an acquisition – we help you understand your company’s policies, identify potential buyers and navigate the transaction implications, including taxes, diversification, confidentiality and gifting strategies. We typically invest hours on this guidance, since we want to help ensure you start on the right track to meet your goals.

Sage Rhino can partner with you well before an IPO or an acquisition to help you evaluate opportunities to reduce taxes, diversify intelligently, plan for future generations and coordinate the right team of specialists at the right time.

By serving as your financial quarterback, Sage Rhino simplifies complex financial decisions so you can remain focused on growing your business while knowing that your personal wealth is being managed with diligence, transparency and long-term perspective.