Business Owner Preparing for Sale or Recently Sold?

Get clarity on protecting your proceeds, tax-efficient strategies, and building a sustainable plan for what’s next.

Let’s see if your portfolio is optimized.

Hi, I’m Herman Schroeder — a fiduciary advisor based in Brooklyn. I help business owners navigate the financial complexities that come with selling or exiting a business.

What We Can Cover:

  • Tax-efficient strategies for sale proceeds and capital gains

  • Portfolio construction after a liquidity event

  • Cash flow and lifestyle planning post-exit

  • Coordinating with your CPA and attorney

  • Reducing concentration risk and protecting your wealth

Choose how you want to connect:

Option 2: The Direct Line

Call or text us directly at ‪(646) 980-9724‬. We’ll respond quickly.

Option 1: Schedule a Dedicated Time

Prefer a structured call? Click here to open our calendar, no long forms required.

Important Disclosure: Schroeder Capital Management, LLC is a Registered Investment Advisor in the State of New York. All investing involves risk of loss. Past performance is not indicative of future results. No client is guaranteed to achieve the same results.