For 6–10 Figure Private Businesses- from a Leadership Transition to Wealth Management, And All Points in Between

We Deserve the Best!

Here are the options for the business:

Pre-Transition

Post Transition

  • Shares of stock can be replaced by a managed portfolio of direct private equity.

What We Have Done, to Illustrate

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Robin is CEO & Founder of Privat’Us and Our Family, Our Wealth, the two ends of a Leadership Transition the business and Owner/ stakeholder wants and interests.

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Robin Coady Smith

Robin Coady Smith

Robin is CEO & Founder of Privat’Us and Our Family, Our Wealth, the two ends of a Leadership Transition the business and Owner/ stakeholder wants and interests.

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