Situation: A serial Entrepreneur’s life was incredibly complex and his current team of advisors was spread out across different firms and cities adding to the complexity. He needed a firm that could organize and simplify his life by serving as a single point of contact for all of his financial affairs.

Process: Canal Capital’s planning process revealed that, while our Entrepreneur client was very diligent and organized when investing in other people’s companies, he failed to take the same care for his own family’s finances.

The simple process of organizing and aggregating his affairs afforded him a better understanding of his financial situation. It also allowed us to better present him with potential planning opportunities. Additonally, it freed him up so that he could focus the bulk of his time on what he enjoys and does best – investing in businesses.

Because of our business consulting and accounting backgrounds, we are also able to offer our support to his due diligence efforts. Furthermore, our investment team is able to expand his opportunity set with access to additional deal flow.

Engagement: