What is EQ Private Wealth Advisors and how is it different from other wealth management firms?

EQ Private Wealth Advisors is a fee-based firm based in Rolling Hills Estates, California built around coordinating your complete financial life—integrating investments, taxes, estate planning, and business decisions into one clear picture.

What does fee-based fiduciary mean, and why does it matter?

Being a fiduciary legally requires us to act in your best interest at all times. As a fee-based practice, our primary revenue comes directly from transparent client advisory fees rather than product commissions.

What is equity and liquidity planning, and does it include pre-IPO planning?

Equity and liquidity planning is specialized financial planning for individuals with wealth concentrated in illiquid assets such as privately held businesses, stock options, or RSUs. It includes pre-IPO planning to manage tax strategies, option exercises, and post-lockup diversification.

What is pre-IPO planning and how can EQ help?

Pre-IPO planning is preparing financially before a company goes public and before lockup restrictions expire, covering option exercise timing, tax planning, and post-lockup diversification.

Does EQ work with business owners planning a sale or exit?

Yes. Business exit planning is a core specialty. We guide owners before, during, and after an exit, evaluating after-tax proceeds, coordinating with M&A attorneys and CPAs, and redeploying liquidity.

Where is EQ located and do you work with clients outside the Palos Verdes area?

We are located at 501 Deep Valley Drive, Suite 202, Rolling Hills Estates, CA 90274. We serve clients across the Palos Verdes Peninsula, South Bay Los Angeles, and virtually across the country.

EQ Tool — Business Owner Planning

How concentrated is your wealth in your business?

5 questions. See what percentage of your total net worth is locked in your business — and what that means for your financial security.

Question 1 of 5 0% complete

Business value

Roughly what is your business worth today (estimated enterprise value)?

Under $2 million

$2M – $5M

$5M – $15M

Over $15M

Personal assets

Outside of your business, what is the approximate value of your personal investable assets?

Under $500K

$500K – $2M

$2M – $5M

Over $5M

Business dependency

How dependent is your business's value on you personally?

Highly dependent — the business would struggle without me

Key person risk is significant

Moderately dependent — I could step away with some transition

Minimally dependent — the business runs without me day-to-day

Strong management team in place

Revenue diversification

How diversified is your business's revenue?

Highly concentrated — top 1–3 clients represent over 50% of revenue

Moderately concentrated — a few key clients but not dangerously so

Well diversified — no single client represents more than 20% of revenue

Exit optionality

If you needed to sell your business within 6 months, how prepared would you be?

Very prepared — financials are clean, management is strong, I know my number

Somewhat prepared — I could sell but it would take time to get ready

Not prepared — the business is not in a condition I'd be comfortable selling

Your results are ready

Your score is calculated. Where should we send your full report?

You'll receive your personalized score, dimension breakdown, and gap analysis — delivered instantly.

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Score by dimension

Your key gaps to address

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