Brown Advisory

MARCH 1, 2019

We craft a process that involves a finite number of concise meetings over the projected growth cycle of the founder’s business. SOURCE: Brown Advisory The “Planning J-Curve” As noted previously, entrepreneurial plans often follow a “J-curve” cycle, where time and money are sunk into a venture upfront, in order to reap payoff years later.

Planning 52

Planning Estate Planning Clients Startup 52

Brown Advisory

MARCH 1, 2019

We craft a process that involves a finite number of concise meetings over the projected growth cycle of the founder’s business. As noted previously, entrepreneurial plans often follow a “J-curve” cycle, where time and money are sunk into a venture upfront, in order to reap payoff years later. Build / Grow. Post-Liquidity.

Planning 52

Planning Estate Planning Clients Startup 52

Brown Advisory

FEBRUARY 13, 2017

With a well-vetted business plan, she came to us for guidance on how to proceed. Our next priority was to ensure Sharon’s estate plan was in place and up to date. Risk Management for the Young Entrepreneur: Our client “Sharon” has both a young family and an entrepreneurial spirit. Identify the values you prioritize.

Clients 52

Clients Portfolio Planning Investments 52

Brown Advisory

FEBRUARY 13, 2017

With a well-vetted business plan, she came to us for guidance on how to proceed. Our next priority was to ensure Sharon’s estate plan was in place and up to date. Risk Management for the Young Entrepreneur: Our client “Sharon” has both a young family and an entrepreneurial spirit. Identify the values you prioritize.

Clients 52

Clients Portfolio Planning Investments 52