Business Owner & Executive Advisory
Owner and executive planningcoordinated with the business
When most of your net worth is tied to a business, personal and business decisions stop being separate. We coordinate the two.
Scope
Where owner decisions meet personal ones
How you pay yourself, how ownership is structured, what a transition looks like, and how the proceeds fit into your long-term plan. Each of those is a business decision with a personal consequence, and they are usually made in separate rooms.
Compensation structure
How you pay yourself, read against the personal plan rather than in isolation.
Succession planning
Who takes over, on what terms, and what that leaves you with.
Exit timing
When a transition serves the plan, and what has to be true first.
Equity compensation
Grants, vesting and concentration risk handled deliberately.
Who does what
Two entities, one relationship
Owner planning touches work that sits on both sides of the house. Keeping the line clear matters, because the two entities are separately responsible for what they provide.
Personal side
ProPartners Wealth, LLC, a registered investment adviser.
- PPW Investment advisory
- PPW Personal financial planning
- PPW Equity compensation planning
- PPW Proceeds and post-exit income
Business side
ProPartners Team, LLC, a wholly owned subsidiary.
- PPT Bookkeeping and reporting
- PPT CFO and strategic consulting
- PPT Business valuations
- PPT Sale and transition support
PPW's role
Investment advisory and financial planning coordination only.
PPT's role
Bookkeeping, CFO and business consulting services.
Who it is for
Owners and executives coordinating personal and business finances.