Startup Founders & Employees
venture-minded wealth management for founders and early employees
A clear plan to navigate your liquidity event, optimize taxes, diversify wisely, and make confident next moves.
At BGM, we partner with startup professionals to bring clarity, confidence, and direction to even the most stressful financial transitions. We help startup founders and early employees make confident decisions through life-changing financial transitions. Whether you’re preparing for an acquisition or managing the ripple effects of a windfall, we guide you through the complexity.
Jake Thibault, CFP® leads our venture-focused wealth management work. With a background in equity research and a strong analytical foundation, Jake brings the perspective of someone who understands both the spreadsheets and the stakes. He knows this moment can feel overwhelming—and he’s here to help you navigate it with strategy, steadiness, and insight.
Unsure Where to Start with Your Liquidity Event?
As a late-stage startup founder or employee, you may be:
- Facing a windfall and feeling the pressure to get it right
- Wondering how much equity to keep—or when to sell
- Looking for clear, tax-smart strategies for long-term security
- Focused on protecting your family’s future with a plan that feels clear and manageable
Confidence Through Your Liquidity Event
Our goal is to help you:
Build a Strategy That Lasts
We work with you step-by-step to build your liquidity plan, tax-efficient investment portfolio, and roadmap to help keep your wealth aligned with your goals.
Free Up Time and Headspace
Instead of stressing over taxes and investment decisions, you can focus on family, travel, or what’s next—while your wealth is managed proactively.
Feel Confident in Every Decision
You’ll have a trusted partner guiding you with thoughtful planning, objective analysis, and a long-term focus on your family’s financial security.
HOW IT WORKS
Step 1: Clarify What Matters Most
We start by understanding your goals, risks, and options.
Step 2: Create a Smart Exit Plan
Together, we design a strategy to manage cash flow, taxes & equity.
Step 3: Monitor and Adjust as you Grow
We stay connected—refining your plan as life evolves.
Is BGM Right for You?
We may be a good fit if you:
- Are a startup founder or employee facing a liquidity event and seeking clarity
- Have or expect to have more than $500,000 in investable assets
- Value a long-term relationship with a financial advisor who understands your world
Contact us today to learn how we can help bring focus and confidence to your financial decisions.
Connect With an Advisor
