/ For Entrepreneurs
For Entrepreneurs
Asset management for entrepreneurs, founders, and business owners.
From business growth to liquidity events and exits, Propulsion helps entrepreneurs turn business success into diversified personal wealth — managing the investments, and fluent in the vehicles that hold them, from solo 401(k)s and SEP IRAs to entity structures. Our founder's years as a CFO mean we've sat on your side of the table.
Sound Familiar?
When your business and your wealth are the same thing, planning gets complicated.
Most of your net worth is tied up in the business
You need to turn business income into personal wealth
You need tax-aware investment and estate planning coordination
You are preparing for a sale, recapitalization, or liquidity event
You want to reduce risk outside the company
You are unsure how much you need to exit or retire comfortably
1/ Understand where you are
Grants, vesting timeline, concentration, upcoming liquidity events, and goals.
2 / Model the transition
Sale scenarios, tax impact, and how much you need to exit comfortably.
3 / Build beyond the company
Investments, cash flow, estate considerations, and risk working together.