Premium Advisory · In-Person Only
A private two-day advisory experience for founders whose business growth, personal wealth, and long-term legacy have outgrown their current architecture.
Business growth. Personal wealth. Tax exposure. Entity structure. Succession. Legacy. One integrated architecture.
The Reality
Most founders eventually reach a stage where the business has grown faster than the financial structure surrounding it. The CPA handles compliance. The attorney manages documents. The advisor oversees assets. Yet no one is architecting the entire picture.
As a result, tax opportunities are missed, entities become fragmented, wealth decisions stay reactive, and succession remains more theoretical than operational.
Who This Is For
Built for entrepreneurs, founders, CEOs, investors, and family business owners operating with meaningful responsibility.
Best suited for founders with growing revenue, increasing personal wealth, and more complex financial decisions.
Entities, tax exposure, liquidity planning, family considerations, succession questions, or advisor fragmentation.
This is for the founder who wants a more sophisticated operating picture before the next major business or wealth decision.
The Two-Day Experience
Deliverables
A consolidated strategic picture of your business, personal wealth, and next-stage priorities.
A clear framework connecting wealth growth, family priorities, leadership decisions, and legacy direction.
A high-level summary of planning opportunities and timing considerations to discuss with your tax counsel.
A practical breakdown of which advisors should execute which decisions, in what order.
A sequenced roadmap for translating the intensive into tangible movement over the next year.
One private follow-up session to review implementation, clarify next steps, and maintain momentum.
Led Personally By
Kalanie Petersen advises founders, executives, and business owners navigating the intersection of growth, financial complexity, personal wealth, and long-term legacy.
Her work sits between business strategy, tax-aware financial architecture, executive transformation, and legacy design.
This intensive is conducted personally by Kalanie. No associates. No substitutes. No generic framework.
Investment
Participation is reviewed personally for fit, timing, and level of complexity. Travel and accommodations are separate.
This is a strategic advisory experience and does not replace legal, tax, investment, or estate counsel. Implementation should be coordinated with the client’s existing professional advisors.
Private Inquiry
Applications are reviewed personally by Kalanie Petersen. If the fit is appropriate, you will be contacted directly for next steps.
Request Private Consideration