TSP Family Office

08/13/2026

Many of you know that we work with business owners to pay less tax and create more profit. We also are Certified Exit Planning Advisors, CEPAs. Here's a quick story about two entrepreneurs who decided to engage with us to do exit planning:

This short story should resonate with all the CEPAS, entrepreneurs or any client advisors involved with creating more value and/or ownership transitions out there:

We had 2 particular clients that started the Value Acceleration Methodology in February this year. Each one had top line revenues of close to 3MM and recasted EBITDA as a percentage of sales averaged at 23%. After conducting the "Triggering Event", both founders were skeptical about the ability of the 90 day sprints to improve both the EBITDA and their multiples. After extending the initial 90 days for lack of participation /incompletion and then finalizing the assignments on the extended time, both founders were able to slide up to a new multiple and saw a slight increase in EBITDA for the same time period. After rescoring those factors, each founder increased the value of their businesses by a minimum of 500-600K. They were delighted and realized that taking action and paying attention to targeted factors makes a significant difference in dollars and cents. At the end of our review, both founders were asking about their next 90 day sprint!

For Advisors; If you find yourself stuck with clients in the Triggering Event or the VAM and need assistance, don't hesitate to connect with me to get it done.

If you work it, you will get results. Do not give up on the process or your clients. It works!

For entrepreneurs; If you are not intentionally working on the value of your business, you will miss the chance to capitalize on the opportunities right in front of your eyes. Connect with us to learn more about how you could increase the value of your business immediately.

Call now to connect with business.

08/06/2026

Attention!!!!!!!

This message goes out to advisors who are working with entrepreneurs who are going to pay personal income tax in excess of 250K this year. Our team here at TSP Family Office has cleared room for more participants in a safe and proven strategy that could eliminate 100% of someone's Federal income tax liability.

Our success with the strategy produced an overall reduction or $30MM last year and this year we are moving towards $50MM!!!!!

Financial planners, what could you do with newly found $300-500K of discretionary income for each of your clients? Be a hero, get involved.. this is a limited opportunity that moves quickly. Act now and connect with me to learn more...

07/28/2026

Why partner with TSP Family Office for your client's transition?

The most successful business exits are not driven solely by financial readiness—they are also shaped by behavioral readiness. By partnering with a Behavioral Specialist at TSP Family Office, financial planners and other trusted advisors can help clients start the transition process with a triggering event and navigate the emotional, psychological, and interpersonal dimensions of ownership transition. This collaborative approach enables clients to recognize and respond effectively to C.E.P.A. triggering events, resulting in more confident decisions, smoother transitions, stronger relationships, and ultimately, more successful business exits

Call now to connect with business.

06/19/2026

Growth, value, and tax planning aren’t about doing more.

It’s about doing the right things...intentionally.

The clients we work with don’t need more noise.
They need clarity.

Clear structure.
Clear strategy.
Clear direction.

Because when everything aligns, decisions get easier, and outcomes improve.

06/19/2026

On June 19, 1865, more than two years after the issuance of the Emancipation Proclamation, Union General Gordon Granger arrived in Galveston, Texas, and announced that enslaved people were free. This day became known as Juneteenth.

Juneteenth is a powerful reminder that the promise of freedom was not immediately realized for all Americans. It marks both a celebration of liberation and a reflection on the long journey toward equality and civil rights.

As we commemorate Juneteenth, we honor the resilience, perseverance, and contributions of generations of Black Americans who helped shape our nation despite extraordinary challenges.

Understanding our history helps us better appreciate the progress that has been made and recognize the work that remains. Today is an opportunity to reflect, learn, and reaffirm our commitment to creating a more equitable future for all.

05/19/2026

Buy, Sell, Merge, or Acquire
Strategic transactions can reshape a business's future.

But successful deals require preparation, structure, and financial clarity.

Businesses that plan early are the ones best positioned to seize opportunities.

05/08/2026

Unlock the True Value of Your Business
Most owners underestimate what drives business value.

Revenue alone isn’t enough.

Buyers look for:

- Leadership depth
- Documented systems
- Predictable financials
- Reduced operational risk

When those factors improve, valuation often follows.

05/05/2026

The TSP team is experiencing a revolutionary trend with a very unique offering. Our firm has a CEPA (Certified Exit Planning Advisor) designation, and the team is delivering an experience for business owners that is needed more than ever.
Many CEPAS and clients have a tough time getting started even though they know what results they want.

A "Triggering Event" is where exit planning starts. It sets the course and tone for a successful transition by identifying the good, the bad, and the ugly. This sometimes difficult and emotional exercise leads to deliberate actions called "90 day sprints". The results of the 90 sprints " De-risk" the business from buyers discounting the purchase price. By De-Risking targeted business factors, owners with our assistance, increase the multiple and ultimately the value of the businesses.

We have been facilitating "Triggering Events/90 day sprints" successfully for our internal clients and would like to extend our expertise to those who are looking for a proven methodology for a successful transition and exit.

Please connect with our Director at 772 646 6947 for details..

Call now to connect with business.

04/29/2026

Create Financial Predictability
One of the biggest stresses for business owners is uncertainty.

Clear financial systems and proactive tax planning create visibility.

Visibility leads to better decisions.

And better decisions lead to better outcomes.

👉 Contact TSP Family Office to learn more.

04/17/2026

How are you increasing the value of your business?