Milestone Wealth
Financial Service
Why pick this one
Milestone Wealth guides business owners through pre-sale planning, transactions, and post-liquidity decisions for families with $25 million–$250 million-plus net worth.
Best for
- business owners preparing to sell their companies
- families navigating a major liquidity event
- owners seeking pre-sale tax, risk, and scenario planning
- wealth creators needing post-sale investment and wealth stewardship
- families with $25 million to $250 million or more in net worth
Look elsewhere if
- basic budgeting or routine financial services
- small-scale financial needs unrelated to a business sale or liquidity event
- clients seeking a clearly published fee schedule
Specialties
- pre-sale business transition planning
- liquidity event planning
- transaction scenario planning
- post-liquidity wealth management
- investment opportunity evaluation
- tax and risk minimization during business sales
- generational wealth planning
Certifications
- Backed by Integrated Partners, a Barron's Top 100 RIA Firm in 2025
What makes them different
- Reports more than 30 years of experience guiding families through complex financial decisions
- Reports experience with more than 100 liquidity events
- Typical client net worth range is $25 million to $250 million or more
- Provides guidance before the sale, throughout the transaction, and after completion
- Coordinates specialists and evaluates scenarios, risks, taxes, and investment opportunities
Distilled from this business's own website.
Contact & Location
- Address
- 500 Red Banks Rd STE D, Greenville, NC 27858
- Phone
- +12527567005
- Website
- http://MilestoneWealthUSA.com/
Services
- business sale transition guidance
- wealth management
- financial planning
- investment planning
- post-sale wealth stewardship