PieCapital
PieCapital Wealth Management is a fee-only, fiduciary RIA based in Raleigh, NC, built around one idea: business owners deserve a personal CFO, not just a portfolio manager.
Our founder, Will Revels, holds the CFA, CFP®, and CEPA designations — the last of which is specifically designed for advisors working with business owners on exit planning. We work with entrepreneurs and closely-held business owners who are building toward a liquidity event, planning an exit, or navigating the complexity that comes with having most of their net worth tied up in a single business.
What we actually do for business owners:
- Exit and pre-liquidity planning, including sale price scenario modeling and after-tax net proceeds analysis
- Treasury management for your company's working capital
- Tax planning coordinated with your CPA, including ROTH conversions, asset location, and tax-aware investing
- Retirement plan consulting for the owner and employees
- Charitable strategies (DAFs, trusts) to offset liquidity-event tax exposure
- Estate plan design coordinated with your attorney to minimize lifetime tax liability
Our engagements for business owners typically run 9–12 months and are billed on a flat-fee basis starting at $25,000. Ongoing wealth management is available for clients with $3M or more in investable assets.
Please visit our website for more information.
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