OUR MISSION: HARMONIZING CAPITAL, EMPOWERING LIVES® THROUGH RESILIENT CAPITAL PLANNING

OUR MISSION: HARMONIZING CAPITAL, EMPOWERING LIVES® THROUGH RESILIENT CAPITAL PLANNING

About Us

The BOLD Value team is a dedicated provider of purpose-built capital solutions in the greater Washington, D.C. region. Each member of our team of advisors is registered with Sagemark Consulting, a division of Lincoln Financial Advisors. Together we help owners of middle market companies execute strategies for high performance growth and high performance succession. Our aspiration: to transform the lives of owners, executives, employees, and families and to enhance the communities in which they live and work.

How do we do it?

  • We help attract, retain, and reward the right leaders using tailored executive compensation solutions.
  • We help attract and reward the right owners and investors by refreshing a company’s capital structure at each stage of its growth.
  • We help enable key owners and executives to exit the business, in style, using creative strategies for providing corporate benefits, personal planning, and exit planning solutions.