From the business you built to the wealth it becomes
Greenridge Wealth helps Rio Grande Valley business owners turn an operating company into lasting personal wealth: succession and buy-sell planning while you own it, and tax-aware strategy for the day you sell.
Greenridge Wealth helps Rio Grande Valley business owners plan for the transition of their largest asset. We coordinate succession and buy-sell structure while you run the company, and tax-aware diversification for the liquidity event when you sell.
While you own it
Most owners are asset-rich and diversification-poor. We plan for that long before a sale is on the table.
- Succession and buy-sell agreement funding
- Key-person and estate liquidity
- Retirement plans that work for owners and their teams
- Separating personal wealth from business risk
When you sell
A sale is a liquidity event with all three traps: tax, concentration, and timing. We plan it with your attorney and CPA so the proceeds actually become durable wealth.
- Tax-aware structuring of the sale, with your CPA
- QSBS analysis for qualifying stock
- Diversification and income planning for life after the sale
Common questions
When should exit planning start?
Do you handle the legal work of a sale?
What happens to the money after I sell?
Plan your exit.
Whether a sale is years away or on the table, a first conversation is free and without obligation.
Talk to a fiduciary →