Our Philosophy

The Pursuit of Sovereignty.

Standard financial advising is rooted in compliance and retroactive observation. We engineer proactive, structural wealth systems designed exclusively to maximize what you legally keep.

Brian Michaud

Founder & CEO

Executive Leadership

A pedigree of structural execution.

Since entering the financial services industry in 2007, Brian Michaud has focused exclusively on the intricacies of non-traditional wealth accumulation methods for high-net-worth business owners.

The genesis of Encompass Group was born out of frustration with retail accounting. Brian recognized that most accountants are historians—they record what happened and tell you what you owe. Encompass Group was built to operate as architects—designing what will happen and telling the IRS exactly how much you are legally and structurally retaining.

2007

Firm Established

$10M+

Client Exit Profiles

Methodology

The Sovereign Wealth Protocol.

01

Enterprise Diagnosis (Quality of Earnings)

Before any architecture begins, we strip the business down to its raw EBITDA. We identify drag, unnecessary tax liabilities, and correct misaligned corporate structures (LLC vs C-Corp) to prep the entity for maximum valuation.

02

Liquidity Extraction Strategy

We systematically separate your personal liquidity from your enterprise risk. Using Cash Balance Plans, defined benefit models, or specialized legacy real estate, we pull capital out of the business in a highly tax-advantaged manner.

03

M&A Exit Alignment

3-5 years prior to transition, we model your optimal exit. Whether it is a Private Equity recapitalization (rollover equity), a strategic acquisition, or an ESOP, we ensure the legal chassis fits the exact buyer archetype.

04

Execution & C-Suite Integration

We don't just hand you a binder. Through our Consult model, we deploy fractional CFOs and operations executives directly into your firm to execute the structural changes necessary to drive up the multiple.

05

Post-Sale Sovereignty

Your liquidity event is fully capitalized. Capital gains are neutralized via mechanisms like Section 1202 QSBS or Charitable Remainder Trusts. Your generational wealth is secured, entirely independent of Wall Street's whims.

Initiate Your Architecture

Executive Briefing

The Ironclad Defense.

I already have a CPA and a wealth manager. Why do I need Encompass? +

CPAs record history, and wealth managers buy public stocks. Encompass coordinates the future structure of your private enterprise. We act as the sovereign architects above the builders, ensuring your tax mitigation, entity structure, and personal liquidity operate as one synchronized engine rather than siloed services.

Are these tax mitigation strategies IRS-compliant? +

We demand absolute Statutory Compliance. We do not rely on gray-area loopholes. Every structure we deploy—from Section 1202 QSBS exemptions to Charitable Remainder Trusts—utilizes established federal tax codes exactly as Congress intended to incentivize business owners.

What is the minimum enterprise value to work with your firm? +

Our bespoke architecture requires significant leverage to execute efficiently. We partner exclusively with founders and executives possessing $5M+ in enterprise value, or those facing an imminent liquidity event requiring institutional-grade tax shielding.

I’m not selling my business for another 3 years. Shouldn't I wait? +

Waiting triggers the "Cost of Delay." Multiple expansion, operational independence, and deep tax shielding require 3 to 5 years to legally season and execute. Attempting to structure an exit in the final 12 months limits your leverage and permanently reduces your net payout.