Business Owners & Founders

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Navigating the Business Lifecycle

At GenSphere Private Wealth, we understand that your business is not just an asset. It is a catalyst for your family, your future, and the impact you want to leave behind. We help entrepreneurs and privately held business owners navigate every stage of the journey, from growth to exit and the complex landscape that follows.

Our role is to bring clarity to the interconnected decisions you face as a founder. We identify risks and opportunities, align your personal and business priorities, and help you plan intentionally—both for what you can see coming and what you can’t. By drawing on deep experience and a coordinated network of advisors, we help you make confident, well‑informed decisions that support your long‑term vision.

How We Support Business Owners

We partner with you to:

  • Design and execute integrated financial and business strategies—from capitalization and compensation to succession and sale.

  • Align liquidity and exit events with what matters most—your family, lifestyle, philanthropic goals, and long‑term legacy.

  • Evolve your estate, tax, and asset‑protection planning as your business value grows and regulations shift.

  • Coordinate with your legal, tax, and deal teams so you can simplify decisions, reduce complexity, and focus on running your business.

Please reach out to Ryan Halleran to learn more.

Ryan Halleran, J.D., CAP®

Guiding You Through the Business Lifecycle

Whether you are scaling quickly, preparing for a major transaction, or navigating life after a liquidity event, we help you think through the questions that matter most at each stage of your journey.

  • As your company takes shape and value begins to build, we help you understand how early structural decisions impact future opportunities:

    • How is your stock structured, and does it align with your long‑term goals?

    • Should your company be an LLC or a C‑Corp—and what are the tradeoffs?

    • Have you explored the nuances and potential benefits of Qualified Small Business Stock (QSBS)?

    • Who owns what, and how should ownership evolve as you grow?

    • What strategies can help protect your emerging wealth from creditors and unforeseen risks?

  • As complexity increases, so do your personal and financial considerations:

    • Does your current living situation support your goals—or are you considering a move or second home?

    • Would a secondary transaction help diversify risk or support upcoming life decisions?

    • What tax‑mitigation strategies should you consider ahead of a potential sale?

    • Is now the right time to establish an irrevocable trust or other structures for your company equity?

  • When the stakes rise, clarity becomes essential:

    • What type of transaction best supports your company’s mission—and your personal objectives?

    • Do you need both personal and corporate representation to protect your interests?

    • How should liquidity, stock, and other assets be structured and distributed?

  • Liquidity creates choice—and new questions:

    • How much do you truly need to fund your lifestyle and long‑term commitments?

    • What’s your next act—another company, angel investing, a sabbatical, philanthropy?

    • How do you navigate new expectations, visibility, and potential judgment from others?

Reach out for assistance with these questions
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