Business Owners & Founders
Whether you built a SaaS startup or a 25-year business the old-fashioned way, Dogpatch Wealth helps you grow it, plan a tax-smart exit, and protect what comes next, fee-only, fiduciary, in San Francisco.
Does This Sound Like You?
Maybe you raised a seed round last quarter and your cap table is starting to look real. Or maybe you have spent 25 years building a manufacturing shop, an agency, or a neighborhood restaurant, and the business is now the largest asset you own. Different stories, same crossroads: most of your net worth is tied up in one company, and the decisions you make over the next few years will shape what you keep. We work with both kinds of owner, and we speak both languages.
However You Built It: One Advisor For Both Paths
Whether you write code or run a P&L the old-fashioned way, the underlying questions rhyme.
How do I pull money out tax-efficiently while I run the business?
How do I plan an exit that does not hand half the proceeds to the IRS?
What happens to my family if something happens to me?
As a fee-only fiduciary, Dogpatch Wealth is paid by you, NOT by commissions, so the advice on your business and your personal wealth stays pointed in the same direction.
Growing the Business, Investment, Tax, & 401(k) Design
Planning Your Exit Or Succession
The years before a sale or transition are when the most value is created or lost. As a Certified Exit Planning Advisor, Adam Gould helps you understand your current business value, identify the drivers that make a buyer pay more, and put tax-smart structures in place well before a deal is on the clock. If your plan is to hand the business to family or employees rather than sell, we map that path too.
Life After A Sale, Diversify, Protect, & Plan Your Legacy
Why Founders & Owners Choose a Fee-Only Fiduciary
We are not a brokerage and we do not earn commissions. We are fee-only and fiduciary, which means our advice is aligned with your outcome, full stop. We also have the freedom to be selective, and we are: finding the right client fit matters to us, and the best way to test it is a conversation.
Frequently Asked Questions
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We coordinate the whole picture: business cash flow and retirement-plan design, personal investments, proactive tax planning, and an eventual exit. As a fee-only fiduciary, Dogpatch Wealth is paid by you, not by commissions, so the advice on your business and personal wealth stays aligned with your goals.
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Yes. The years before a sale or IPO are when the most value is created or lost. We build tax-aware diversification, coordinate QSBS and exit planning, and put a structure in place well before a deal is on the clock, so you keep more of what you built.
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No. We work with founders and long-tenured owners alike, the SaaS startup and the 25-year manufacturing, agency, or restaurant business. The exit math and the personal planning that follows are similar; the language and timeline differ, and we meet you where you are.
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Ideally several years out. Early planning gives time to improve business value, reduce buyer risk, and set up tax-smart structures (such as QSBS trusts) that lose their power once a sale is imminent. Even if a sale is a few years away, the groundwork pays off.
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Yes. We help owners design and run the right plan for the business, from a Solo 401(k) to a company 401(k) or cash-balance plan, balancing owner tax savings, employee benefits, and your personal retirement goals as one coordinated plan.