Thinking about selling or transitioning?
Share your situation and we'll discuss how we work. No fees, no pressure, one initial call.
Start the conversationIf your net worth sits inside a private company and an exit approaches, contact Corient Wealth Management through our direct inquiry form to discuss your options. Our physical office is at 985 South Lamar Street, Dallas, TX 75202, United States, serving business founders nationwide.
Once you submit the online form, an advisor reads your notes to confirm whether our tax-first planning matches your situation. We usually reply by email with a direct calendar link, letting you select a time for a preliminary discussion without high-pressure sales calls.
Questions small-business founders usually ask first
Selling a company rarely happens overnight, and most founders reach out while weighing options 2 or 3 years ahead of a liquidity event. You do not need signed purchase contracts before starting a conversation.
The first discussion is an opportunity to test our tax-first approach against your concrete exit questions without committing to an advisory relationship:
- How asset sales versus equity sales change your tax cost
- Whether setting up a defined benefit plan before the sale saves taxes
- How to balance retained business earnings against outside liquid portfolios
- When family gifting should occur relative to formal company valuations
What happens between your initial message and the first review
After you send a request, we verify that your household meets our $500,000 investable asset threshold or expects to cross it upon selling the enterprise. An advisor then reviews your transaction timeline before suggesting an introductory conversation.
That initial conversation usually runs 30 minutes by phone or video. We discuss the transition timeline, how your equity is structured, and how the firm is paid is explained in writing before any account moves. If both sides agree there is a good fit, we schedule an in-depth review.
How your business and personal details are handled
Company valuation numbers, capitalization tables, and revenue projections shared through our portal remain strictly private. Corient Wealth Management never sells contact data or shares capitalization details with third-party brokers.
Only the advisory professionals preparing for your call inspect your paperwork. If we determine that your wealth structure requires a different specialist, we tell you plainly so you can decide your next steps.
Meeting by video call or at our Dallas location
We collaborate with founders across all 50 states using secure screen shares and phone conferences. You can review spreadsheet models and tax projections from your desk without taking time away from company operations.
Clients visiting Texas can also schedule an in-person meeting at our South Lamar Street location. All visits occur by appointment to ensure the planning team has prepared your balance sheet models in advance.
Corient Wealth Management contact details
Corient Wealth Management, Inc.
985 South Lamar Street, Dallas, TX 75202, United States
Areas we serve
All 50 states, with meetings by video or phone; office visits in Dallas.
What clients ask Corient Wealth Management
Can I ask an initial succession tax question without committing to become a client?
Yes. Founders frequently submit the form with a single question regarding installment sale timing, rollover equity, or state income tax exposure before an acquisition. Our introductory call answers that initial inquiry directly, helps you assess our technical perspective, and leaves you free to decide whether to proceed.
Do I have to visit the Dallas office if my company is in another state?
No. Most business owners work with us entirely through telephone appointments and secure video reviews, allowing our team to review tax returns, 401(k) plan designs, and purchase agreements remotely. In-person meetings at 985 South Lamar Street are available by appointment whenever you travel to the area.