For founders & OPERATING OWNERS
Being a successful business owner requires vision, purpose and commitment. Sandro’s professionals start with an understanding of what your vision and purpose is for sale and build the roadmap for the life you want for your family after the sale. We work forward towards the life you want after you sell — and lead 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
With Sandro you’ll understand your business’s current and future value. We explain every path available to you – empowering you to decide whether to accelerate growth or prepare for a successful sale right now.
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Which operational levers would move earnings and multiples the most?
Value gap
02
What is the business actually worth today — and to whom?
03
What would you want the business to be worth to decide to sell?
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Is the owner replaceable — or is the owner the business?
Key-person risk
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Is the business ready to transition?
business readiness
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Phase two · Transition - Succession & Sale
The difference between a good deal and a great one is almost never the multiple — it’s the structure. Our team guides you through letter of intent, closing, and tax and liquidity, ensuring the best options are negotiated so the outcome meets your goals.
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Sale, succession, ESOP, or recap - what would bring the best total value?
Deal design
07
Will a successful transition achieve my wealth goals?
Wealth Gap
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What does the tax bill and fees look like under each structure?
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Is your team (family, management, advisors) actually ready?
People
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How do you replace the business's income — without taking on new risk?
WEALTH
The information contained above is for illustrative purposes only.
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Phase THREE · MANAGE
This is the phase where Sandro’s investment expertise has been guiding wealthy high-net-worth clients for over 30 years. Sandro’s investment team builds portfolios that are multi-layered and multi-generational according to your estate plan and your current lifestyle needs. We have sophisticated strategies like long / short, multi-strategy, designed for owners who have just sold their business. Similar to building a great business, building a great portfolio requires expertise. When you work with Sandro, each client gets their own customized portfolio rather than standardized allocation models.
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What's the right mix across public, private and tax-advantaged strategies?
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Which estate planning strategies best protect your family and legacy?
Legacy
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How do you deal with market volatility?
Drawdown
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Garrett D'Alessandro
The full-cycle approach
SandroWealth — your lead senior partner across all three phases
Every question your journey raises — answered through Sandro’s comprehensive business owner platform. 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.
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Grow — you build a more valuable business
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Transition — you plan to preserve more of what you built
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Manage — you preserve more of the value you created
FAQ
Working with business owners requires a Sandro senior partner working with subject matter expertise. Your Sandro senior partner will understand your experience and be able to give you the answers you are looking for.
Who this is for
We serve business owners with revenue greater than $5M
We are built to help grow your business or structure a sale and provide business valuations and wealth estimates.
01
I am not yet ready to sell but am interested in growing my business
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I am thinking about selling in the next 1-3 years
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I need help now. I would like to sell in the next 9-12 months
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I have business owner prospects and want to understand how Sandro works with me
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I am looking to build a more robust business owner focused practice
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I am CEPA certified and looking for a partner who can help activate the methodology
Talk to a Senior Partner
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Garrett D'Alessandro
Talk to a Sr. Partner
Tell us a little about your business. A Sandro Wealth Sr. Partner will get back to you.
