Owner

We help owners create financial systems that support both the business and the life it makes possible, while preparing for a future exit or transition that aligns with their goals and values.

How We
Can Help

At Atlas Meridian Capital, we work with entrepreneurs and operators who have grown real businesses—brick-and-mortar, digital, professional services, or otherwise. Many have strong cash flow but limited planning around liquidity, succession, or personal wealth.

Our clients often ask:

  1. How do I separate personal wealth from the business—without disrupting operations?
  2. Should I reinvest, take distributions, or start building outside the business?
  3. What’s the smartest way to prepare for a future sale or transition?

We help business owners structure personal capital around the business they’ve built—through entity planning, cash flow mapping, tax-smart exits, and family protection strategies. Whether preparing for a future sale or simply creating breathing room today, our role is to align your business value with your personal financial independence.

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Estate

The Collector's Balance Sheet™: Estate Planning, Philanthropy & Intergenerational Transfer

For many families, collectibles represent both significant financial assets and deeply personal legacies. Members of the Atlas Meridian team have been obsessively collecting for decades so the topic of intelligent planning around legacy is near and dear. In this think piece, we explore how proper documentation and valuation of collectible assets can dramatically improve estate planning outcomes, reduce family conflicts, minimize tax exposure, and optimize philanthropic impact through the Collector's Intelligence Quotient (CIQ) approach.

Lessons in Leadership

Lessons in Leadership | American Compounding: Starbucks Corporation (NASD:SBUX)

We has the good fortune to get to know a dynamic executive whose vision would change the way America thinks about coffee. Howard Schultz had just begun to evolve a growth strategy that would take his young company from a dozen locations in Seattle and Chicago to over 40,000 stores globally. When we took Starbucks public in June 1992, the Company has only 157 stores and the market value in those early day was around $300 million. Through ups and downs - the stock experienced drawdowns exceeding 50% half a dozen times, Starbucks expanded, maintaining a commitment to quality.