Built for founders. Designed for complexity.
Building a company creates a kind of financial complexity that most advisors aren’t built for. Your income doesn’t look like a standard salary. Your wealth is concentrated in one asset. Your decisions, around compensation, corporate investment, shareholder protection and eventual liquidity, carry long-term consequences that compound quietly until they demand urgent attention.
We built this practice around founders and business owners, not because we adapted a generic service to fit them, but because we are one. Brandon, the principal at SaaS Wealth Insurance, is also the founder of a technology company, which means the questions on this page aren’t just ones we’ve helped clients navigate. They’re questions we’ve worked through ourselves, from the same side of the table you’re sitting on. That’s a different kind of understanding.
Thats where we come in
Whether you’re pre-revenue or scaling fast, your financial plan should move as quickly as your business does.
Led by a CFP® who's also a tech founder
Built for SaaS founders and business owners
Coordinated corporate and personal financial planning
Tax-efficient compensation and exit strategy
Modern digital onboarding
Access to tax and legal professionals
The Decisions Founders are Navigating
These are the conversations we have every day.
Salary versus dividends and everything in between
Are you paying yourself the right way? What’s the most tax-efficient split between salary and dividends, and how does that change as your business scales or as the rules change?
Cash building inside the corporation
When money accumulates in your company beyond what you can actively reinvest, how do you deploy it efficiently without triggering unnecessary tax exposure through the passive income rules?
Protecting the business and the people in it
What happens to your business if something happens to you or to a co-founder? Are your shareholder agreements backed by the right insurance, and are your key people protected?
Getting money out of the operating company
When your business generates more capital than you can deploy right now, what’s the most tax-efficient way to move that into structures that build long-term personal wealth?
Preparing for a raise, a partnership or an exit
If you’re thinking about bringing on investors, a strategic partner or planning an eventual exit, how do you make sure your personal finances are structured to take advantage of that transition, not scramble to catch up?
Concentrated wealth in one company
Almost everything you’ve built is tied up in one asset. That concentration is what got you here, but it also represents significant risk. How do you start building wealth outside the business without taking your eye off it?
These aren’t hypothetical scenarios.
They’re the reason we built our approach the way we did, and the conversations that drive everything you’ll find below.
Ready to turn business success into lasting wealth?
Get started with a 30-min call!
- Find out how it all works
- Ask whatever questions you like
- Decide if we’re a good fit
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