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Is Forecast Capital management right for me?
We deliver tailored private wealth solutions, including comprehensive financial planning, exclusive private investments, tax and estate optimization, exit planning, and more, all aligned with your unique goals.
10-Point checklist for selling your business
When Should You Start Planning Your Business Sale?
Start Earlier Than You Expect
At Forecast Capital Management, we understand that planning the sale of your business is a critical step that demands foresight. Many CEO Founders and business owners delay this process or overlook it entirely, with 75% experiencing seller’s remorse within a year of their transaction—a pivotal moment in their careers.*
*Source Exit Planning Institute 2023
Our Story
Founded in 2013, Forecast Capital Management (FCM) set out to transform wealth management by democratizing access to sophisticated investment strategies. As an entrepreneur-led firm, we recognized the shortcomings of traditional approaches—opaque processes and limited client focus. Today, FCM is a comprehensive wealth management firm dedicated to empowering CEOs, founders, entrepreneurs, executives, and high-net-worth families to achieve financial prosperity and lasting legacies. As a client and employee-owned firm, we uphold our True Fiduciary® Standards, ensuring transparency, trust, and alignment with your goals, so you can focus on what matters most.