Who We Help
From Startup through Exit we specialize in working with the following types of people:
- Founders/Business Owners
- Employee Stock Holders of Startups
- Families of These People
These people tend to be:
- Between the ages of 25-65
- Married with children
- Have household incomes over $150,000
- Have investment portfolios (including company stock) worth over $500,000
To further illustrate the types of people we work with please see the following examples.
►Married to Jennifer, 1 son Nick, age 2, and a dog named Indiana
►Favorite book: The Lean Startup
►Co-Founder & CEO of GrowthX Technology Company
►Annual income of $100k +
►Net Worth in excess of $1 million (mainly in his company)
►Enjoys spending time with family at home, traveling, and outdoors
►Passionate about creating, being an innovator, and doing something of value and substance for others
►Single, has a cat & dog
►Favorite book: Ladies Who Launch
►Founder & Principal of Relevance Inc.
►Annual income of $55k +
►Net Worth under $1 million (but growing fast)
►Enjoys hiking, art, and going to plays, shows, and concerts
►Believes in using data to test and solves problems, is very tech savvy
►Divorced, remarried to Riley, 3 kids, 2 sons ages 15 & 10, 1 daughter age 6
►Favorite book: The Lord of the Rings
►Founder & CEO of GrowthX Technology Company
►Annual income of $500k +
►Net Worth between $1 - 100 million (mainly in his company)
►Enjoys spending time with family, especially having a braai (BBQ), and reading
►Passionate about disrupting established industries
►44 years old
►Divorced, 1 son age 13
►Favorite book: Shark Tales: How I turned $1000 into a Billion Dollar Business
►Founder of ActiveX Inc.
►Annual income of $150k+
►Net Worth between $500k - $5 million (main asset being her business)
►Loves spending time with her son, playing golf, and traveling
►Strong willed and loads of determination, obstacles are just part of building a business
►Married to Joanna, 2 kids, son age 37, daughter age 34
►Favorite book: Screw it, let's do it!
►Founder & CEO of Voyage Global, Voyage Out, Voyage Comm, and more
►Annual income of $1 million +
►Net Worth in excess of $100 million (spread among his different companies and multiple outside assets)
►Enjoys spending time with family, loves the outdoors, and is always looking to try new experiences
►Convinced that people should love what they do, life is too short not to
►Married to Martin, 3 children, 2 daughters age 40 & 37, 1 son age 32
►Favorite book: Lean In: Women, Work, and the Will to Lead
►Founder of Huff Media Inc. (acquired)
►Annual income of $1 million +
►Net Worth between $5 million - $100 million
►Enjoys time with family, writing, and being a positive force for others
►Having overcome cultural and financial obstacles, she is passionate about breaking the mold
Do you share similarities with some or all of these entrepreneurs? Perhaps we can help.
Learn more about how we work with people like these to build a financial plan.
If you have specific questions or would like to talk about your unique situation, please feel free to contact us.