The Hardest Part Isn't Selling the Business.
The exit, the tax strategy, the estate plan, the portfolio after liquidity; these decisions determine whether the wealth you created outlasts the business that created it.
What we hear from business owners
If I sell, how much actually stays with my family after taxes?
How do I protect what I've built from lawsuits, creditors, and divorce, before and after the exit?
What does my life look like six months after closing? Do I even have a plan for that?
Who's coordinating my M&A attorney, CPA, and estate lawyer?
If I sell, how much actually stays with my family after taxes?
How do I protect what I've built from lawsuits, creditors, and divorce, before and after the exit?
What does my life look like six months after closing? Do I even have a plan for that?
Who's coordinating my M&A attorney, CPA, and estate lawyer?
If I sell, how much actually stays with my family after taxes?
How do I protect what I've built from lawsuits, creditors, and divorce, before and after the exit?
What does my life look like six months after closing? Do I even have a plan for that?
Who's coordinating my M&A attorney, CPA, and estate lawyer?
How We Work With Business Owners
Three chapters. One coordinated strategy.
Create a framework for family wealth and legacy.
The business is growing, cash flow is complex, and most of your net worth sits in a single illiquid asset. This is when the most valuable planning happens, and when most advisors aren't paying attention yet. We model scenarios around your business valuation, personal liquidity needs, and family protection so that when an opportunity appears, you're negotiating from a position of strength rather than reacting under pressure.
- Entity structuring and buy-sell agreements designed for tax efficiency and asset protection
- Executive compensation and deferred income strategy
- Concentrated position risk management
FirsTrust is an independent firm and is not affiliated with Adidas AG or its subsidiaries.
How the Dassler Family Chose to Protect Their Legacy
In 2014, the Dassler family chose FirsTrust to design a private Family Office with global investment access and independent oversight. Three generations of Adidas legacy wealth are now managed through the Adi Dassler Family Office.
Frequently asked questions
Ideally, three to five years before you intend to transition. Many of the most impactful tax and estate strategies require years of runway to implement. The earlier your FinancialTeam is involved, the more options you have, and the more you keep after taxes.
Concentration is the single largest financial risk for most business owners. Your FinancialTeam models scenarios around your current exposure, structures asset protection through trusts and entities, and designs a diversification timeline that begins well before a liquidity event.
FirsTrust charges a single, transparent fee based on assets under management. There are no commissions, no hourly billing, and no additional charges for planning, tax coordination, or estate work. Your fee covers the full team. Details are on our Fee Philosophy page.
We're the coordinator, not the replacement. Your FinancialTeam works alongside your existing CPA and attorney to ensure that investment decisions reflect your tax position, estate plans stay aligned with the portfolio, and changes in one area are accounted for in every other.