You’ve built it from nothing, step by step.
Now you’re cashing out, and most miss chances to hold onto more.
People think that’s just the deal. It’s not.
Holistic Wealth for Founders
If you’re a founder who has sold your business or is preparing for an exit, you may be undermining your financial potential without realizing it.
Our holistic wealth management for founders addresses that.
Preserve the Value You’ve Created
You’ve built your company from the ground up. Your exit should fully reflect that effort.
Holistic Wealth Management That Works
Most advisors don’t get the founder’s path, but at Lumida Wealth, we cover it all—early 83(b) elections, growth sales, exit structuring to keep your wealth tight.
This fits:
- Founders post-sale, growing what’s left.
- Founders pre-exit, setting up right.
- Founders pre-exit, setting up right.
Ram Ahluwalia, CFA, Founder of Lumida Wealth
I’m Ram Ahluwalia, CEO of Lumida Wealth, an exited founder who’s lived the grind and hit the NYSE floor.
My team and I get your path and make sure it pays.
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Schedule a Complimentary Founder Wealth Strategy Session
We’ll assess your journey from early stage to exit and explore options to maximize your wealth.
You’ll gain clarity on the best path for your specific goals and circumstances.
You could secure more of what you’ve built than you thought possible.
Don’t let overlooked opportunities derail the future you’ve earned.
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