Allegiance Partners

Exit & tax planning — before you need it

A family office built specifically for founders — planning what your exit nets after tax, years before it happens, not after.

What Allegiance Partners does

Pre-Exit Planning

QSBS timing, trust structures, and charitable strategy — put in place while there's still time for them to matter.

Exit Modeling

A personalized toolkit shows what your specific exit nets after tax, across multiple valuation and structure scenarios.

Post-Exit Family Office

Once you exit, Allegiance transitions with you — deploying proceeds into tax-efficient, multi-generational structures.

What the Discovery Call looks like
  1. Free, 30 minutes, no obligation. A conversation about your company, cap table, and timeline — not a sales pitch.
  2. Your own numbers. John builds an illustrative version of your Founder Exit Toolkit live, using your incorporation date, ownership, and target exit.
  3. A clear picture of what's at stake. You'll see, in dollars, what proactive planning is worth versus doing nothing.
  4. You decide what's next. Some founders start planning immediately; others revisit in a year. Either is fine.

Ready to take a look?

Book a free Discovery Call — no cost, no obligation.

Book a Discovery Call →
John AlexanderAllegiance Partners · john@allegiance-partners.com