Whether you’re expanding, wondering how your business fits into your long term personal financial plan, or just ready to reduce the noise, we’ll help you move forward with clarity.
Running a business requires vision, resilience, and a staggering level of daily decision making. You juggle growth, operations, employees, and clients — all while navigating market changes, evolving tax laws, and the ever-present reality that your personal financial health is inextricably tied to your company’s.
Our goal is to help you reduce complexity, sharpen business strategy, and give you space to lead with clarity knowing you have a plan in place.
As a business owner, your financial priorities rarely follow a linear path. You may be thinking about liquidity events, succession planning, tax mitigation, and retirement strategies — all at once. Our job is to help prioritize, organize, and execute. We provide structure without slowing your momentum.
We design your personal, and business, financial strategy to support every part of your life, not to interrupt it.
We work with business owners who want to protect what they’ve built, streamline decisions, and prepare for what’s next. Whether you’re scaling, selling, or simply working to reduce risk, you can expect us to help you:
Develop a long-term personal financial plan encompassing all financial assets
Diversify assets to reduce exposure to concentrated business risk
Evaluate entity structure and compensation strategies for tax efficiency
Plan ahead for liquidity events or transitions (Investment banking, M&A, etc)
Advanced Planning- Integrate estate, trust, and philanthropic planning in a meaningful way
Build or refine retirement plans for you and your employees
Assess insurance and executive benefits for business alignment/efficiency
Work with your CPA and Attorney to ensure common knowledge and efficiency
You won’t be passed from department to department. Instead, you’ll have a lead advisor who understands business thinking — supported by a team who works collaboratively to bring your strategy to life. We move in sync with the way you lead: cross-functionally, strategically, and focused on execution.
We’re not here to slow you down. We’re here to give you back control over the parts of your financial life that often get deferred while running a business.
Estate planning isn’t an afterthought. Our proprietary estate process is integrated into our relationship from day one, helping you consider how your business fits into your broader legacy. That might mean preserving family ownership, creating liquidity for heirs, or enabling future charitable planning. We can also work directly with your CPA and attorney to keep things coordinated and current.
Thoughtful structure creates more than a transition plan, it allows for efficiency across your personal financial life and alpha in your business knowing that you have a plan.
As part of Hightower, TEN Capital combines personalized service with access to institutional investment tools. You’ll have a dedicated partner, an intelligent strategy, and a clear plan — without needing to spend hours managing it.
We don’t wait for you to reach out with questions. We proactively bring opportunities and considerations to the table, so your strategy continues to evolve with your business and your life.
Whether you’re expanding, preparing to exit, or just ready to reduce the noise, we’ll help you move forward with clarity.
You’ve built something remarkable. Now it’s time to protect it, grow it, and give yourself room to enjoy what comes next.
Our team is happy to sit down with you in a no-pressure environment to answer your pressing questions and learn how we may bring value to you today.
SPOKANE | 835 North Post, Suite 102 Spokane, WA 99201 | 509.325.2003
SEATTLE | 2033 6th Avenue, Suite 600 Seattle, WA 98121 | 206.502.0530
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