Playbook Wealth Partners

The Playbook

→ For when too much of your net worth is riding on one stock
→ For when you built the business but haven’t built the exit plan
→ For when your properties made you rich but now they own you

We build tax-efficient playbooks for people who’ve made a lot of money in one thing — and need help protecting it.

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No pitch. No obligation. Just a conversation.
Who We Work With

You made a lot of money in one thing. Now what?

Our clients aren’t starting from scratch. They built real wealth — in a stock, a business, or a portfolio of properties. But that concentration is now the thing keeping them up at night. Sound familiar?

The situations we know best

“I know I need to do something. I just don’t know how to do it without getting crushed on taxes.”

01

“I have a lot of company stock and I’m afraid to touch it.”

You’ve watched it go up. You’ve watched it swing. You know concentration risk is real, but every time you consider selling, the capital gains bill stops you. So you do nothing — and hope it keeps going up.

We build strategies to protect, diversify, and manage the tax bill — without selling everything at once
02

“My compensation is complicated and I don’t fully understand all of it.”

RSUs vesting, stock options expiring, deferred comp elections due — and no one has ever sat down with you to explain how it all fits together or what the tax consequences actually are. Every year you’re making decisions worth tens of thousands of dollars — and guessing.

We break down every piece of your comp — and show you how to use it
03

“I’m approaching a business exit and my tax plan is ‘figure it out later.’”

You built something real — and now you’re 2–5 years from the biggest financial event of your life. But nobody’s modeled what you’ll actually keep after taxes, whether your entity structure is costing you money, or how to time the exit to keep more of what you’ve earned.

We build the exit playbook — entity structure, deal terms, and post-sale strategy, all working together
04

“My real estate made me wealthy. Now I feel trapped by it.”

You’ve been 1031-ing for years, kicking the tax can down the road. Now you’re tired of being a landlord — the 3am calls, the vacancies, the capital expenses — but the depreciation recapture, capital gains, and NIIT make selling feel impossible. You don’t want more properties. You want out.

We model the full tax picture and build an exit strategy — so you can stop managing and start living
We’ve built free guides for each of these situations.
Grab all three — they’re free, and they’re actually worth reading.
You’ve built real wealth. We build the playbook to protect it — step by step, tax-efficiently, on your timeline.
01
Step one

Assess the Situation

We map your full picture — what you own, what you owe, where the concentration is, and what the tax exposure actually looks like. No sugarcoating. No generic questionnaire. Just the numbers that matter.
02
Then we

Build the Playbook

A step-by-step strategy built around your specific situation. What to do in year one, year two, and beyond — with real numbers, real tax projections, and a clear sequence of moves. Not a binder full of projections you’ll never open.
03
And we

Execute & Adjust

Life changes. Markets move. Tax laws shift. Your playbook adapts with it. Ongoing reviews, proactive adjustments, and a team that stays in the game with you — not one that disappears after the plan is delivered.
The Playbook in Action

Here’s what it looks like when we put a plan together.

Every situation starts differently. The playbook is how we get from here to there.

Case Study 01

The Tech Executive with $2M in RSUs

$1.8M vested in one stock · 74% of net worth · No exit plan
The capital gains bill felt paralyzing — so they did nothing. We modeled a collar strategy with tax-loss harvesting via a long/short SMA. Protected the downside, started diversifying systematically, no surprise tax event.
Read the Full Case Study→
Case Study 02

The Business Owner Planning an Exit

$4M valuation · S-Corp · No succession plan · Selling in 18 months
A lump sum sale would have meant a devastating tax bill. We structured an installment sale to spread the gains, layered in pre-sale loss harvesting, and used donor-advised fund contributions to offset a chunk of the hit. He kept significantly more than he would have on his own.
Read the Full Case Study→
Case Study 03

The Landlord Who Was Done Being a Landlord

$3.2M in rental properties · Near-zero cost basis · Tired of managing tenants
Thought a 1031 exchange was his only option. We explored alternatives that didn’t just kick the can down the road. Used tax-loss harvesting to build an offset, donor-advised fund contributions to address depreciation recapture, and an installment sale to spread the gains. Real exit. Real diversification. No more 3am plumbing calls.
Read the Full Case Study→
View All Case Studies →
Free Tools

Run Your Own Numbers

See where you actually stand — in under five minutes.

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Calculator

Concentrated Stock Analyzer

See the real cost of holding, selling, or hedging your position. Model a collar, a systematic sell-down, or straight diversification.

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Calculator

Business Exit Tax Planner

What will you actually keep after selling your business? Compare lump sum, installment sale, and offset strategies side by side.

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Calculator

Real Estate Exit Calculator

See the full tax picture on selling your rental properties — depreciation recapture, capital gains, NIIT, and state taxes — all in one place.

Numbers are a starting point. The playbook is what moves you forward.

Every situation is different. These tools show you where you stand — the right plan depends on your basis, your timeline, and what matters most.

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These calculators are for educational purposes only and do not constitute financial, tax, or legal advice. All figures are rough estimates subject to change based on market conditions, tax law, individual circumstances, and other factors. Consult with qualified professionals before making financial decisions.