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Guiding Business Owners

Through Every Stage of Success

We help founders and entrepreneurs conserve what they’ve built, plan for what’s next, and grow personal wealth beyond the business.

We guide business owners through growth, transition, and liquidity, helping you protect what you’ve built and align your personal wealth with your long-term goals.

CHALLENGES

You’ve built something meaningful — but your financial life is rarely simple.

Your business drives your wealth, but also your complexity. We help bring clarity to the decisions that define both.

What we solve for:

  • Wealth concentrated in the business
  • Irregular income and cash-flow demands
  • Complex entity structures
  • No personal wealth strategy outside the company
  • Significant tax exposure
  • Succession uncertainty or no exit plan
Solutions

A Disciplined Framework for Business Owner Wealth

Purpose-built portfolios designed around liquidity timing, concentration risk, and personal financial objectives.

  • Business Transition & Exit Planning

    Guidance on succession, liquidity events, M&A preparation, and post-sale wealth strategy.

  • Integrated Tax & Entity Strategy

    Coordinated tax planning across business and personal domains, aligning with CPAs and legal teams.

  • Trust, Estate, & Legacy Planning

    Ensuring your business, family, and personal wealth remain aligned across generations.

  • Personal Financial Planning for Owners

    Cash-flow alignment, retirement preparation, and long-term wealth design outside the business.

Client Journey

Helping a founder navigate liquidity from a closely-held business

Background

A long-tenured business owner held most personal net worth inside a single closely-held company. With retirement approaching, the family needed clarity around a potential liquidity event, the impact of timing, and how personal wealth would function outside the business.

Challenges

The owner faced intertwined complexities: concentration risk, uncertain valuation pathways, and a lack of coordination across tax, estate, and personal planning structures. Multiple transition options existed, each carrying different tax outcomes and implications for long term family stability.

Action

TFG built a coordinated framework that modeled succession paths, liquidity strategies, and post sale scenarios. The team aligned entity and tax planning with the CPA and legal advisors, updated trust and estate structures, and developed a personal financial roadmap designed to function independently from the business. This created a unified view across business assets, family wealth, and future objectives.

Outcome

The owner moved forward with a clear transition strategy supported by integrated tax planning, updated estate structures, and a personal wealth plan built for long term resilience. The family gained confidence around the timing of liquidity, greater alignment across generations, and a stable foundation for life after the business. 

Your Advisory Team

Your advisory team includes attorneys, CPAs, valuation specialists, and banking partners who guide key financial decisions.

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JARED HAMMERS, CFA

Portfolio Manager

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SCOTT McGHIE, CFA

Director of Portfolio Management

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JUSTIN KOHLER, CFP®, CAIA®

Wealth Advisor

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BESS BUTLER BRUNSON, CFP®, CTFA

Wealth Advisor

INSIGHTS FOR BUSINESS OWNERS
Financial Planning & Retirement 401(k)

Year-End Action Items for Participants (Clone)

February 2026 By: KYLE POWERS, CFP®, MBA, AIF
Beyond the Numbers Advisor Q&A

Planning for the Next Generation: Insights from Bess Butler Brunson (Clone)

February 2026 By: BESS BUTLER BRUNSON, CFP®

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Conversations
That Endure.

Every relationship begins with understanding — of priorities, values, and legacy.

For families seeking a partner who measures success in decades rather than quarters, we welcome the opportunity to connect. 

The Fiduciary Group, LLC (“TFG”) is registered with the United States Securities and Exchange Commission as an investment adviser. Brokerage and investment advisory services and fees differ and it is important for you to understand the differences between them. Free and simple tools are available to research firms and financial professionals at Investor.gov/CRS, which also provides educational materials about broker-dealers, investment advisers, and investing. Page 1 of 2 ITEM 2: What investment services and advice can you provide me? CONVERSATION STARTERS: Ask Your Financial Professional… “Given my financial situation, should I choose an investment advisory service? Why or why not?” “How will you choose investments to recommend to me?” “What is your relevant experience, including your licenses, education, and other qualifications? What do these qualifications mean?” We offer investment advisory services to retail investors.

TFG primarily provides wealth management services to high-net-worth individuals and families, and investment management services for trusts, estates, pension, 401(k) and profit-sharing plans, nonprofit organizations, and other legal entities. Where requested, the principals of TFG accept appointments in their individual capacity as trustee, executor, and/or power of attorney

We offer a wide range of wealth management services to our clients who own separately managed accounts. We work with each client to establish an appropriate investment policy statement (IPS) based on the client’s objectives, unique circumstances, time horizon, and risk tolerance. We generally invest client assets in domestic and international stocks, bonds, mutual funds, and exchange traded funds (“ETFs”).

© Copyright 2026 The Fiduciary Group