Family & Business Integration · Wake Forest, NC

You’re proud of what you’ve built together. But the puzzle has never felt complete.

Coordinating the numbers, the entity paperwork, and the outside advisors has quietly become a second job for one of you or a night shift for the other. This is the job I take, so you can focus on what’s most important: your family and your business.

See What’s Missing → Start a Conversation

Five minutes to see which pieces are missing.

The Builder

You built it.

Founder · Operator · Owner

You make dozens of decisions a day — payroll, customers, marketing, resource allocation — and you love doing it.

You’ve put a strong team around you: employees, a CPA, an attorney, a banker, a financial advisor — each holding an important piece. But, assembling the pieces falls to you. The business strategy. The succession plan. The will. The insurance policies. All necessary, and all taking time you don’t have.

So they stay on tomorrow’s list.

The Integrator

You make it work.

Partner · Coordinator · Family Operations

Initially, you intended to support your spouse, but now you feel like the only one making sure the pieces fit.

You gather the documents, chase what’s missing, and know the details nobody else does. You’re the first call for most of the advisors. But the pieces still feel disconnected.

So the questions keep mounting. Is the retirement account actually funded? Does your spouse know any of the passwords? Do the operating agreement and the will name the same business successor? Are the beneficiaries you named in 2011 still those you’d name today?

This is not what you thought you’d be doing with your time.

It’s never been anybody’s job to put all the pieces together. So nobody has.

This is where I come in. And not just by giving you a checklist to take home: I do the document gathering, make the calls, and schedule the appointments. I assemble the whole puzzle, find what’s missing, and keep it current, so it stops being what you do after everyone else has called it a night. You focus on building your legacy while I focus on the details.

I work with owner‑operated businesses — whether they’re run by one or both spouses — by connecting what nobody else does: the business, the household, and those advising both.

Matthew Sweeney, CFA

Founder & Family Business Integrator

CFA Charterholder Based in Wake Forest, North Carolina

Serving the Triangle and Charlotte, the Mississippi Coast, and North Florida.

Take the Free Inventory → Start a Conversation

The Work

How I help.

A combination of paperwork, strategy, and clarification — done for you, not handed to you as homework.

Succession & Continuity

Who runs it, who owns it, and who continues the legacy — not assumed, but in writing. I map it with you, then work with your attorney to document and fund it, and to make sure it agrees with everything else you’ve signed.

Business Strategy & Owner Decisions

A strategic partner for the decisions that don’t have an obvious owner: modeling a new business line, buying or leasing on the building, evaluating a growth opportunity. All of it to build value you can transfer.

Legacy & Inheritance

What the business is for, what you want to pass on to your children, what you want to protect them from, and what you want your family to value in thirty years. The conversation most plans skip.

Advisor Coordination & Translation

One point of contact for your CPA, attorney, insurance professional, controller, banker, and financial advisor. I organize what each of them is asking for, translate their jargon into a decision you can make, and fill the gaps between them.

Documentation & Entity Organization

Gathering, organizing, and maintaining the paperwork behind your business and household: entity documents, records, policies, and access information — all in one place, current, and easy for either of you to find.

Household Budgeting & Gap Analysis

Personal cash flow, income statement, and balance sheet, along with a standing, prioritized list of open items, responsible parties, and deadlines. The Readiness Inventory on this page is a short version of that list — the real one is longer and specific to your family.

Your Existing Team

Either way, I’ve got you covered.

If you already have advisors

Perfect. I work with them.

You already have an estate attorney, a CPA, and a financial advisor, and they’re good at what they do. My job is to make sure their recommendations work in concert rather than in isolation. Most families don’t need to change their advisors. They need their advisors pointed in the same direction.

If you don’t have them yet

No problem. I help here too.

You’re not alone — building a business rarely leaves room for assembling a professional team. I’ll help you understand which specialists your situation actually calls for, which ones can wait, and what to look for in each. Then I’ll make introductions and stay in the room while you get started.

How It Works

From scattered pieces to a complete puzzle.

Every engagement begins the same way — with a genuine conversation, and with both of you in the room.

Discovery Call

A free, conversational call — ideally with both spouses — to understand your situation and determine whether we’re the right fit for each other.

Integration Assessment

A full review of your documents, entities, advisors, business, and open items. You hand over what you have; I gather the rest — schedule the conversations with your attorney, CPA, and agent, and assemble it all into one current picture with a prioritized list of next steps. Assessments start at $3,500, quoted as a flat fee after the discovery call.

Ongoing Integration

Advisor coordination, succession work, document upkeep, and quarterly check‑ins. I make the calls and keep the follow‑through on my calendar, not yours, so the picture stays current and you don’t go ten years without another update.

You’re proud of what you’ve built together. But the puzzle has never felt complete.

The Readiness Inventory

How I help.

Either way, I’ve got you covered.

From scattered pieces to a complete puzzle.

Let’s talk.