Helping Business Owners Turn Revenue into Real Wealth
You’ve built a company. Now it’s time to protect it, diversify it, and prepare for the future. At Unbound Capital Advisors, we partner with entrepreneurs to design integrated strategies for taxes, liquidity, and legacy — all for one flat monthly fee.
Your Business Is Thriving — But Your Wealth Strategy Is at Risk
Most entrepreneurs retain 80–90% of their wealth within the business. That’s risky. Without the right planning, you face:
๐ Concentration Risk – Too much wealth tied to one illiquid asset.
๐ธ Tax Drag – Overpaying up to and beyond six figures annually without advanced planning.
๐ฐ๏ธ Exit Uncertainty – No roadmap for sale, succession, or legacy.
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Find Out How “Unbound” Your Business Really Is. Take our 3-minute Profit-to-Wealth Assessment and get your personalized score instantly.
A Financial Advisor Built for Entrepreneurs
At Unbound Capital Advisors, we act as your family CFO — bridging business strategy with personal wealth.
Our focus:
๐งพ Tax Optimization – Strategies that put money back in your pocket.
๐ผ Liquidity & Exit Planning – Roadmaps for succession or sale.
๐ก๏ธ Risk & Protection – Safeguarding family and business.
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๐ฑ Generational Wealth – Turning today’s work into tomorrow’s legacy.
How We Help Business Owners
Every entrepreneur’s story is unique, but the challenges are common. Here are examples of the solutions we deliver.
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๐งพ Tax Burden
An owner was losing six figures annually to taxes.
Result: Restructuring saved them nearly
$200k/year.
๐ง Liquidity Challenge
95% of a manufacturer’s wealth was trapped in the business.
Result: Built a plan to create
$1M in personal liquidity within 4 years.
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Exit & Succession
A founder had no roadmap for selling or passing on the company.
Result: A 5-year plan added
millions in after-tax value and secured family legacy.
You’ve worked too hard to build your company to let your wealth strategy lag behind.
Transparent Pricing That Pays for Itself
We don’t earn commissions or sell products. Our fees are fully transparent and based on the scope of service we provide — designed to deliver measurable ROI through proactive tax strategy and smarter financial planning.
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Profit-to-Wealth™ Business Advisory — from $1,500/mo.
Clarity + tax strategy for busy owners.
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Profit-to-Wealth™ Business Advisory + Investment Management — from $1,500/mo. + Tiered AUM 0.65%–0.35%
Clarity + tax strategy for owners plus discretionary investment management
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Individual Wealth (AUM Only)
Comprehensive wealth management and discretionary portfolio management.
Tiered AUM 1%–0.35%
Meet Your Entrepreneur’s Advisor
๐คI’m Mike Knehans, founder of Unbound Capital Advisors. With over 25 years of starting, growing, and selling businesses, I know firsthand the challenges owners face. I built UnBound to be the advisory firm I wish I’d had as an entrepreneur — a partner who understands both the grind of running a company and the discipline needed to build lasting wealth outside of it.๏ปฟ
Ready to Unlock Wealth Beyond Your Business?
๐ผ Business | ๐ฐ Wealth | ๐ณ Legacy
Your company fuels your success — but your wealth should fuel your freedom. Let’s design a strategy that protects what you’ve built and prepares you for what’s next.
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