Exit & Retirement Planning
Plan the finish line. Keep more of it.
Business exit planning and retirement accounts built around owner income, so work becomes optional on your terms.
Sound Familiar?
The problem we fix.
Your biggest asset is the business, and it is not in your plan.
Your biggest asset is the business, and it is not in your plan.
You are not using the retirement plan that fits your income.
You are not using the retirement plan that fits your income.
Every recommendation is backed by research, analytics, and measurable insights.
There is no plan for the money after a sale.
There is no plan for the money after a sale.
What’s included
Everything in one plan.
Delivered by the same team that handles your tax strategy, so nothing falls through the cracks.
Delivered by the same team that handles your tax strategy, so nothing falls through the cracks.
Exit readiness review
Where the business stands today and what to fix before a sale.
Exit readiness review
Where the business stands today and what to fix before a sale.
Pre-sale tax planning
Structure and deal tax modeling before the LOI.
Pre-sale tax planning
Structure and deal tax modeling before the LOI.
Pre-sale tax planning
Every recommendation is backed by research, analytics, and measurable insights.
Proceeds plan
A portfolio ready before the wire lands.
Proceeds plan
A portfolio ready before the wire lands.
Proceeds plan
A portfolio ready before the wire lands.
Retirement plan setup
Solo 401(k), SEP or cash balance, chosen for your income.
Retirement plan setup
Solo 401(k), SEP or cash balance, chosen for your income.
Retirement plan setup
Solo 401(k), SEP or cash balance, chosen for your income.
Retirement income plan
When you can stop working, and what it pays.
Retirement income plan
When you can stop working, and what it pays.
Retirement income plan
When you can stop working, and what it pays.
Succession planning
For family or partner transitions.
Succession planning
For family or partner transitions.
Succession planning
For family or partner transitions.
Who We Serve
Built for your kind of income.
FAQs
Questions before we grow together?
Who do you work with?
Business owners, high-income professionals, executives with equity compensation, pre-retirees and retirees, and families building generational wealth.
Do you work with people who aren’t business owners?
How is Éclat different from a regular financial advisor?
What do I need to prepare before the call?
How often will we meet?
I already have a CPA. Can I keep them?
Do you work with clients remotely?
FAQs
Questions before we grow together?
Who do you work with?
Business owners, high-income professionals, executives with equity compensation, pre-retirees and retirees, and families building generational wealth.
Do you work with people who aren’t business owners?
How is Éclat different from a regular financial advisor?
What do I need to prepare before the call?
How often will we meet?
I already have a CPA. Can I keep them?
Do you work with clients remotely?
FAQs
Questions before we grow together?
Who do you work with?
Business owners, high-income professionals, executives with equity compensation, pre-retirees and retirees, and families building generational wealth.
Do you work with people who aren’t business owners?
How is Éclat different from a regular financial advisor?
What do I need to prepare before the call?
How often will we meet?
I already have a CPA. Can I keep them?
Do you work with clients remotely?
Let’s Work Together
Let’s build your wealth plan.
Book a free 30-minute strategy call with our team.
Bring your questions, leave with next steps.
Let’s Work Together
Let’s build your wealth plan.
Book a free 30-minute strategy call with our team. Bring your questions, leave with next steps.
Let’s Work Together
Let’s build your wealth plan.
Book a free 30-minute strategy call with our team.
Bring your questions, leave with next steps.