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Your Path to a Secure Exit in Three Steps:

01

15-Minute Confidential Call

A highly private discussion regarding your anticipated exit timeline, transaction structure, or recent liquidity event

02

The Pre-Sale Strategy Session

We coordinate directly with your CPA and M&A counsel to model specific tax-mitigation structures (like the Schwab DAF) tailored to your deal.

03

Post-Sale Deployment

We execute the pre-sale strategy and build a custom, long-term portfolio to safely deploy the final proceeds over time.

The Solution: Pre-Sale Engineering & Post-Sale Execution

A successful exit requires two distinct phases: shielding the capital before the transaction closes, and deploying it safely afterward. We partner with founders in the critical months before an LOI becomes a binding agreement. By coordinating directly with your CPA and M&A counsel early, we implement advanced structures tailored to your specific deal:

  • Intentionally Defective Grantor Trusts (IDGTs): If your goal is multi-generational wealth transfer, we help structure an IDGT before your company’s valuation peaks. This allows you to "freeze" the value of the shares, moving the explosive post-sale appreciation entirely outside of your taxable estate while you retain control.

  • Donor-Advised Funds (DAFs): For founders with charitable intent, we transfer highly appreciated, privately held shares into a tax-exempt DAF prior to a binding sale agreement. Those specific shares are sold during the acquisition tax-free, providing a massive, immediate income tax deduction to offset your remaining capital gains.

  • QSBS Evaluation (Section 1202): If your company qualifies as a Qualified Small Business, we work with your tax team to ensure the transaction is structured to properly capture the exemption—potentially allowing you to legally exclude up to $10 million (or 10x your basis) of capital gains from federal taxes.

Post-Sale Deployment: Once the transaction is complete, your financial mechanics fundamentally shift. We act as your personal CFO—phasing your newly liquid capital into the market to protect against short-term volatility and structuring your wealth to generate reliable income for your next chapter.​

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The GPM Difference:

"We treat your liquid wealth like a business. We bypass the standard wirehouse model of locking your proceeds into generic, high-fee mutual funds with cookie cutter planning. Instead, we build a transparent, direct-ownership portfolio of individual equities. As an independent, fee-only fiduciary, we operate with real 'skin in the game' investing our own firm's capital directly alongside yours." - Joe Griffin

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Protect Your Proceeds: Pre-Sale Tax Architecture & Post-Exit Wealth Management

Don't treat the sale of your business as the finish line. Waiting until the ink is dry means permanently forfeiting your most powerful tax-mitigation strategies. Partner with our fiduciaries before your liquidity event to engineer a highly tax-efficient exit.

  • Pre-Sale Tax Mitigation: We coordinate with your CPA and M&A counsel before closing to minimize the IRS's take of your life's work.

  • Philanthropic Structuring: Utilize tools like a Schwab Donor-Advised Fund (DAF) prior to a binding agreement for massive tax deductions.

  • Post-Sale Deployment: Transition seamlessly from operating a high-cash-flow enterprise to managing a secure, liquid portfolio.

The Dilemma: The Post-Sale Tax Trap vs. The Liquidity Shock

The Liquidity Shock: Once the transaction is complete, your financial mechanics fundamentally shift. You go from running a high-cash-flow enterprise that you completely control, to sitting on a massive pool of liquid capital. Without a clear deployment strategy, that cash sits idle—losing purchasing power while you struggle to replace the income your business used to provide.

The Post-Sale Tax Trap: Most founders only seek wealth management advice after the transaction closes. By waiting until the deal is legally binding, you permanently forfeit your most powerful tax-mitigation strategies. A massive percentage of the wealth you spent decades building is unnecessarily lost to capital gains taxes.

Plan Your Tax-Efficient Exit

A strictly confidential discussion regarding your anticipated exit timeline.

100% Fee-Only Fiduciaries

Based in Bloomfield Hills, MI

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