Corporate

Model the reality of business ownership - including exit strategies.

Deep technical analysis for business owners. Model operating entities, ownership transitions, and liquidity events within the full context of long-term wealth strategy.

Demonstrate the impact of decisions surrounding:

Private Company Transitions

Voyant models liquidity events, staged exits, promissory-note structures, and intergenerational transfers within the full context of the client’s plan — quantifying tax exposure and capital redeployment before execution.

Equity Compensation

Model vesting, exercise timing, and ownership transfer alongside income, liquidity needs, and long-term wealth strategy — revealing downstream tax and capital implications in real time.

Ownership Transfer

Model the movement of equity across individuals, trusts, and entities within a unified financial structure. Voyant evaluates how ownership shifts affect governance, tax exposure, and long-term capital sufficiency — before control is transferred.
Corporate

For advisors guiding complex ownership transitions.