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?
Fee-Only Fiduciary Wealth Management in Florida
THE FIRM
The Part of the Exit No One Else Owns
Your counsel, your banker, and your CPA are built for closing day. Whether the proceeds outlast the business is decided in the years before the letter of intent and the decades after the wire.
- Founded
- 1995. Three decades in, still 100% employee-owned.
- Structure
- Independent, fee-only, and legally bound as your fiduciary. No products to place.
- Legacy
- We architected the family office for the Dassler family, the founder's of Adidas
Your transaction team is paid when the deal closes, and their work is built around that day. The decisions that decide what your family keeps happen outside it: shares gifted into trust before a buyer sets their value, entities restructured while there is still time, a withdrawal plan to replace your income, a portfolio built for a life with no payroll. Your FinancialTeam owns those decisions, alongside your CPA and counsel, from years before a sale is on the table to decades after it closes.
FirsTrust has sat on your side of this. A family founded the firm in 1995 and still leads it, and its own succession is in writing, so the people who plan your exit will be here to see it through. The firm built the family office for the Dassler family, founders of Adidas, and it has no products to sell you when the proceeds arrive.
The sale closes in a day. The stewardship runs for the rest of your life.
If your wealth has outgrown ordinary advice, we should talk.
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 team 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 team 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 Fees page.
We're the coordinator, not the replacement. Your team 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.
tet
text
awd
awd