For founders & OPERATING OWNERS
Most advisors meet you at the closing table. By then, the deal shape is set and the tax strategy is frozen. We work backward from the life you want after you sell — and coordinate the value acceleration, transition, and wealth work that gets you there.
CEPA® & EPI-affiliated · Fiduciary, always
The full-cycle journey
Tap to explore
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Phase one · grow
Many owners don’t realize potential issues affecting sellability until they’re already deep into a transaction.
01
Which operational levers would move the multiple the most?
Value gap
02
What is the business actually worth today — and to whom?
03
Is the owner replaceable — or is the owner the business?
Key-person risk
04
Is the business transition ready?
business readiness
*From the assessment
Sample readout · personalized
Your Readiness Rating, scored.
A scored report across operations, finance, leadership, and personal readiness — with three prioritized levers and a personalized plan, yours before we ever meet.
01
Business metrics & EBITDA quality
02
Customer concentration & contracts
03
Leadership depth & key-person risk
04
Owner intent & personal readiness
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Phase two · transition
The difference between a good deal and a great one is almost never the multiple — it's the structure. We stay at the table through letter of intent, quality of earnings, and closing, and the tax & liquidity work is already running in the background.
05
Sale, succession, ESOP, or recap — what actually fits your outcome?
Deal design
06
What does the tax bill and fees look like under each structure?
Taxes / fees drag
07
Is your team (family, management, advisors) actually ready?
People
08
How do you replace the business's income — without taking on new risk?
Liquidity
The information contained above is for illustrative purposes only.
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Phase THREE · MANAGE
This is the phase we were built for. We work with our ecosystem of partners to run a long/short, multi-strategy allocation designed for owners who’ve just turned a concentrated position into generational capital. We use customized portfolio construction rather than standardized allocation models.
09
How do you replace operating income without the operating risk?
Income
10
What's the right mix across public, private and tax-advantaged?
Allocation
11
How does the next generation touch this money — and when?
Legacy
12
How do you deal with future market volatility?
Drawdown
CORE LONG
We enhance the traditional to be the transformational
Hedged equity
Long/short sleeve managing the drawdown years before they happen.
20-25%
Private & real assets
Directly sourced real estate, credit, and sponsor co-invests.
15-20%
Tax & liquidity
Active harvesting, trust architecture, and staged liquidity for income.
ongoing
The full-cycle approach
SandroWealth — your lead advisor across all three phases
Every question your journey raises — answered under one roof. From the worth of the business today to the wealth that outlasts it, Sandro Wealth handles the full arc as a single practice, tuned to your specific situation. One team moving with you, from first valuation through generational wealth.
I
Grow — you build a more valuable business
Ii
Transition — you plan to preserve more of what you built
IIi
Manage — you preserve more of the value you created
FAQ
Working with business owners looks different from standard wealth management. Here's what most people want to understand before we sit down together.
Who this is for
We serve business owners and their advisors
We are built for the transitions where small structure decisions turn into large dollar differences.
A 30-minute consultation
Sandro will be the quarterback that helps you build your full team and navigate the journey through the transition and post-sale activities. Depending on where you are in your business journey, a free consultation with Sandro will help you chart out concrete next steps that will provide you with:
I.
A candid read on where you are.
Current value gap, readiness, and the two or three levers most likely to move the multiple between now and the day you sell.
II.
An illustrative look at the structure.
How a traditional sale compares to a Sandro long/short approach — modeled against your actual numbers, on paper you keep.
III.
The team that you will need to build around you.
Sandro advisors combined with specialist advisors from our curated ecosystem all working in tandem with the goal to maximize value
