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You’re running a growing business, juggling big decisions, and eyeing a strong exit.
But no one’s coordinating your flight path.
The Wealth Preservation ATC™ from Freedom Consultants
puts expert Air Traffic Control behind your taxes, wealth strategy, and exit plan—so you can stop flying blind.
WELCOME ABOARD
Welcome to the
Wealth Preservation ATC™
We’re the advanced team that helps business owners:
Plug tax leaks from prior and current years
Implement high-impact insurance + trust strategies
Get exit-ready with confidence
Ensure your business funds your family’s future
Milestone-Based Offer:
$2,500 one-time OR $1,000 if you complete the onboarding milestones
Built-in document requests
Strategic Asset-Map Visual
Insurance Pre-Underwriting + Trust Review
CPA and Attorney Coordination
READY TO GIVE US A TRY?
Get Started for Today!
You Built Something Incredible. Now Let’s Help It Work for Your Future.
Join the business owners already reducing taxes, building wealth, and exiting strong.
CLEARED FOR LIFTOFF
Why a Family Office?
When high-net-worth families exit a business, they don't just call a broker.
They activate a team.
A Virtual Family Office does the same—just built leaner, smarter, and aligned for entrepreneurs.
OUR APPROACH
ONE PLAN
Everything works together—your business goals, exit timeline, and financial future—under one coordinated strategy.
ZERO GUESSWORK
No more piecing advice together. You get clear, confident direction from advisors who specialize in exit readiness.
EXPERTS WORKING TOGETHER
From tax and legal to insurance and investing, your entire advisory team is aligned and communicating on your behalf.
MAXIMIZE AFTER-TAX VALUE
We don’t just sell your business—we help you keep more of what you’ve earned through smart, proactive planning.
BEGIN WITH THE END IN MIND
Whether you're 3 months or
3 years from an exit, we assemble the right team around you—so you don’t have to.
THE FREEDOM CONSULTANTS
MEET OUR CORE TEAM
ETHAN DAY
Ethan Day, a professor of Brazilian Jiu-Jitsu and Colorado’s leading business exit strategist, empowers owners to sell with strength—combining sharp financial insight with disciplined negotiation to protect and elevate their legacy.
JORDAN ROE
Jordan combines elite US Marine discipline with proven sales expertise and $12M+ and growing in real estate success to guide founders through strategic exits—ensuring their vision, value, and legacy are fully realized.
DR. MICHELLE HEDGECOCK
Michelle combines 16+ years of healthcare leadership with insurance and M&A expertise to help founders protect, grow, and transition their businesses with clarity, confidence, and real-world, entrepreneurial insight.
TONY MILLER
Tony is a U.S. Marine veteran and M&A advisor who helps founders sell confidently, maximize value, and launch into a life of financial independence, time autonomy, and renewed purpose—what he calls true freedom.
THE EXIT FLIGHT PLAN
How It Works
Selling your business shouldn’t feel like freefall.
Our proven process gives you lift, direction, and a safe landing—so you don’t just exit, you elevate.
Assess
Personal & Financial Goals What kind of life do you want post-exit?
Business Readiness
Is your company attractive, transferable, and valuable to a buyer today?
Timing & Transition Risk
What’s your ideal timeline, and what could get in the way?
Legacy
What part of this journey do you want to live on after you're gone?
Align
Your Ideal Valuation What number makes the exit worth it?
Succession Readiness
Are the right people and systems in place to run without you?
Timing & Deal Objectives
What do you want to walk away with—and when?
Values
Who do you want this exit to benefit most, and why?
Assemble
Tax Strategists & CPAs
To structure the deal for tax efficiency and post-exit liquidity.
Exit-Focused Insurance Pros
For estate protection, key-person risk coverage, and Infinite Banking illustrations.
Business Optimization Partners
To increase valuation through marketing, automation, and operational upgrades.
Execute
Tax Recovery
Can we amend past filings to recapture what’s rightfully yours?
Protection
What insurance structures do you need to shield what you’ve built today?
Execution Strategy
Are the right steps in motion now to ensure a smooth, profitable exit later?
Peace of Mind
What would it feel like to know everything is handled—and you’re not carrying it alone?
Elevate
Wealth Management
Is your sale fueling a plan that grows and protects your family's financial future?
Philanthropy
Do you want your success to create impact beyond yourself—through giving, legacy, or community?
Time Freedom
How will you use the time you’ve earned—now that your business no longer owns your calendar?
Fulfillment
What does a life well-lived look like for you—and how can we help you get there, with peace and purpose?
DARE TO BE GREAT
Altitude Assist Team
As a business owner, you’re navigating tax burdens, wealth decisions, and exit timing—while still running full throttle.
But here’s the truth: even the best pilots need air traffic control.
That’s what Freedom Consultants delivers through our Wealth Preservation ATC™
.
One elite team. One coordinated flight plan.
We help you reduce taxes, align your advisors, protect your legacy, and prepare for a high-value exit—without the chaos.
Tax Strategist / CPA
Minimizes capital gains and income tax burdens, aligns entity structure with deal mechanics, and preserves after-tax proceeds.
Partners with our insurance strategist to integrate premium-financed life insurance for estate tax reduction and liquidity—ensuring proceeds don’t get drained by the IRS.
Growth Expert, Freedom Consultants
Increase your company’s valuation through revenue expansion, margin improvement, and operational upgrades—before the sale.
Works in tandem with our team to ensure enhancements made to systems, staff, and scalability align with key-person coverage, continuity planning, and eventual transferability of the business.
Estate & Trust Attorney
Builds estate structures like SLATs, GRATs, and IDGTs to protect generational wealth and prevent probate exposure.
Uses permanent life insurance to fund trusts, generate estate liquidity, and reduce taxable estate size—so heirs receive more and pay less.
Insurance Strategist -TIE BUCKLE
Protects the business, the exit, and your family legacy with customized, exit-driven insurance architecture.
Key-Person Insurance
Ensures stability during the sale process
Buy-Sell Life Insurance
Enables clean ownership transitions
Infinite Banking Strategies (Whole Life/IUL) Builds tax-free capital for future use
Premium Financing
Allows large policies without draining liquidity
Estate Liquidity Policies
Prevents forced sales by funding inheritance taxes
M&A Advisor
Guides your exit from valuation to close—crafting buyer positioning, managing due diligence, and negotiating terms to maximize your outcome.
Works closely with insurance and legal partners to ensure transaction risk is mitigated through key-person coverage, tail insurance where needed, and seller protection strategies. Helps validate valuation drivers supported by continuity plans and insured risk factors.
Real Estate Advisor
Helps reposition or liquidate real estate for tax efficiency, exit readiness, or 1031 exchange opportunities.
Works with estate planners and insurance teams to rebalance portfolios and support family equalization using life insurance payouts.
Transaction Attorney
Safeguards your interests during negotiation, drafts key agreements, and mitigates risk throughout the M&A process.
Coordinates with our team to ensure Buy-Sell Agreements are properly funded with life and disability coverage, protecting business continuity in the event of a key stakeholder loss.
Wealth Manager
Converts your liquidity event into a structured investment strategy focused on income, protection, and multigenerational growth.
Implements life insurance as a tax-shielding asset, integrates annuities or deferred comp tools, and aligns with charitable giving or retirement income plans.
Succession & Philanthropy Planner
Aligns your business transition with family values, charitable goals, or long-term legacy planning.
Structures charitable trusts, donor-advised funds, and life-funded giving strategies to maximize impact and reduce tax burden.
Prepared. Positioned. Inevitable.
"Most of our clients come to us with success that’s outpaced their strategy. What they don’t see are the hidden risks, tax traps, uncoordinated advisors, legacy gaps, lurking beneath the surface.
Wealth Preservation ATC™ brings it all into clear view, so nothing critical gets missed when it matters most."
-Tony Miller, Founder
