(VIDEO) SAVE your business AND Your Wealth

"Most of the time you are not going to retire the day after the sale."

- Max Prilutsky, Founder, Managing Partner, ROADMAP Advisors

Max Prilutsky's career and formal education prepared him well for private equity deals but it's his "David vs. Goliath" personal experiences that separates him from the typical "Wall Street" types. His firm, ROADMAP Advisors helps business owners "navigate complex transitions" like selling or acquiring a business or any kind of founder exit. These are not only business but often personal transitions that require an expert and someone who is willing to stand up for successful entrepreneurs selling their businesses for the first time. "It's very satisfying to see somebody that was about to be taken advantage of by a professional acquirer, help right the ship and get them a fantastic outcome," says Max.

Join us as we discuss:

• How a founder knows WHEN its time to sell the business
• How NOT to get taken advantage of by professional acquirers
• What a founder does the day AFTER the sale
• Why deals often DIE five (5) times before they close

Jason Howell Company is the family wealth management firm that serves successful families navigating the "business end" of family wealth. We understand that “millionaire problems” are still problems -especially when juggling family dynamics, imposter syndrome and charitable decisions (without a roadmap). We are there for families when money itself is no longer the primary constraint. 

We integrate family governance (dynamics), with traditional planning, philanthropy, and sustainable investing because our clients are just as concerned about personal growth and family preservation as they are about capital gains and wealth preservation. 

Jason J. Howell, CFP®, CPWA®, CSRIC® and Douglas W. Tees, MBA, CFP® CAP®, CBDA have spent decades working with families in the Washington, DC area and understand the unique ways wealth is experienced here. Successful entrepreneurs and family business owners often feel they must continually prove themselves; government contractors worry about the next contract; former Capitol Hill staffers and former agency employees privately question how to reconcile public service with private sector success. Similar tensions arise among professionals at our region’s many corporate headquarters. These unspoken dynamics can make it difficult for families to talk openly about money or make confident long-term decisions. Through a family governance approach, we help families create clarity, alignment, and structure—bringing together values, decision-making, and philanthropy so wealth can be stewarded thoughtfully across generations.

Our typical client families include dual income parents who work, have saved (or inherited) well and have just the right amount of fun! Prospective clients may be about to sell land or a business for an extraordinary "liquidity event." Regardless, we focus just as much on family preservation as we do wealth preservation. Our prospective clients recognized they:

• Need to “do something” with the cash in their checking/savings
• Need to start tax planning instead of just tax paying
• Need to reduce the isolation, guilt and decision fatigue
• Need to separate but align family wealth and individual wealth
• Need to reduce financial miscommunications between family members
• Need a plan to provide space for both family and individual philanthropy
• Need to separate business finances from personal finances
• Need to eventually diversify their portfolio away from the family business
• Need an investment strategy for income, “up” and “down” markets
• Need a plan to mitigate market, credit, inflation, and political risks
• Need to be sure they are choosing the right work benefits
• Need to plan for money while alive before what happens after death