A family-office approach for owners of $7M–$70M businesses
You don't have a plan. You have parts.
A financial advisor. A CPA. An attorney. On paper, it looks like a team. But if nobody is coordinating how the sale, the taxes, the estate plan, and the next chapter fit together, nobody is calling the plays. That's the job we do.
Why a partner
Answers are everywhere. Counsel is rare.
The information has never been more available. You can ask AI anything and get a credible answer in seconds. But answers aren't the same as counsel. The decisions that follow an exit are personal, consequential, and rarely repeated, and they call for an experienced partner who knows you and your family, not just your balance sheet. That partnership is most of what we do, and it deepens in the years after the sale.
Coordination is the value
Good professionals. Nobody responsible for how the decisions interact.
Your current team
Each managing their piece.
Your CPA files what happened. Your attorney drafts what they're told. Your advisor manages the accounts you gave them. All good at their jobs, all looking at their own corner, all on a calendar someone else sets.
Goldfin
One partner. Every dot connected.
Your entire financial picture, coordinated by one partner the way a family office would: tax, legal, bankers, brokers. We build the team, call the plays, and keep the pieces from falling through the cracks. No phone tree, no account manager you've never met. Direct access to your advisor, including the 10pm call before a deal moves.
Estate tax is the tax you've never heard of — until it's your biggest one.
Before · During · After
Whenever you call, it's the right time. Earlier is just better.
"A competitor wants to buy. Am I even ready?"
Permission to think it through: Swing Theory, your real number, entity and estate moves, and the honest conversation about whether selling is right at all.
"I have an LOI. What am I missing?"
The menu shrinks every week between LOI and close. Deal structure, rollover equity, earn-outs, tax timing, and the moves that can't be made retroactively.
"The wire hit. Now what?"
The first 90 days set patterns that last decades. The money gets a job, the "opportunities" get a filter, and you get a clear next chapter.
How we think
Named tools. Real discipline.
- Swing Theory
- Jump on the way up and you fly. Jump on the way down and you eat wood chips. Sell on the upswing, while the growth story commands a premium.
- The 5R Filter
- Reason, Role, Risk, Return path, Relationship. How every post-exit "opportunity" gets pressure-tested before it touches your capital.
- The Proactive Planning Session
- Twice a year, we press pause: review the tape, refine the plan, and update the playbook before the next season starts.
- The Goldfin Moment
- The day you realize you hit your financial target and you wake up with a clear sense of purpose. That's the whole point.
The book
Permission to Exit
Prepare to sell your business without regret. For the owner who built something real and isn't sure what's next. Available on Amazon and Audible, or start with the 15-minute conversation instead.
Across generations
The responsible one usually has more than one family to think about.
If you're the founder selling for eight figures, chances are you're also the one your parents will lean on, and the one setting the table for your kids. A family-office approach means we plan across all of it: your liquidity event, your aging parents' care, and the generation you're preparing to steward what you've built. One partner, one coordinated picture, more than one generation.
Why Goldfin exists
So our clients can solve bigger problems for more people — and be a greater force for good.