PRESIDIO CAPITAL MANAGEMENT
Purpose-Built for Life's Defining Moments  ·  Confidential
$500M+  ·  Confidential
Part One  ·  The Firm Story
THE THESIS
Purpose-built for
life's defining moments.
At the critical inflection points — retirement, a business exit, a career built around meaning — most people have not yet asked who they want to become next. Presidio shows up at those moments and helps clients align their wealth with that answer.
$500M+
Assets Under Management
$5B
Platform Target  ·  7 Years
3
Strategic Verticals Launching
$300M+
Exit Pipeline, No Capacity Yet
The Fortress in Motion  ·  2012 to $5B
Thirteen years of deliberate choices. Every milestone below reflects the same conviction: infrastructure before expansion, and the right people before the next phase. Drag to scroll. Hover any card for the full story.
→ Drag to scroll  ·  Click an era to jump
How We Built It  ·  The Roadmap
Every stage of growth has been intentional. Infrastructure before expansion. The right hire before the next phase. The question is never how we grow. We know how. The question is always who unlocks the next level.
Chief Operating Officer  ·  January 2025
Operational Foundation

Infrastructure before everything else. A world-class COO was brought in to build the operational backbone: bulletproof compliance, seamless advisor onboarding, and firm systems designed for an order of magnitude more scale than where we stand today.

Bulletproof compliance and regulatory infrastructure
Seamless advisor onboarding with speed and cultural alignment, not just paperwork
Top talent acquisition framework for attracting breakaway and wirehouse advisors
Operational systems built for $5B, not $500M
The Who
Chief Operating Officer
January 2025
Chief Growth Officer  ·  Hired March 2026
Growth Engine

Presidio hired a Chief Growth Officer who has already done this. Not someone who has studied it or planned it, but someone who built a media-driven business from scratch and knows exactly how to grow through content, education, and audience at scale. That experience is now being deployed for Presidio.

One-to-many education model across every vertical. Help people before they become clients
Podcast, YouTube, livestream, and aggressive social presence repurposed across all major platforms
Proven social media and YouTube talent in seat. Most RIAs never make this investment.
Content strategy built around each vertical's audience, distributed wherever that audience lives
The Who
Chief Growth Officer
Hired March 2026
Head of Technology and Analytics  ·  Hired May 2026
Technology Layer

Two months ago, Presidio hired a Head of Technology and Analytics with top-tier credentials most firms never pursue. The digital infrastructure is being built now. Seminar digitization, AI tooling, data infrastructure. This is the layer that will allow every growth effort to compound rather than plateau.

Retirement 101 seminar being converted from in-person to always-on digital platform
AI tooling and analytics infrastructure being built across advisor workflows
Platform integrations and data infrastructure under active development
Proven top-tier analytics talent. The kind of investment most RIAs never make
The Who
Head of Tech & Analytics
May 2026
Started 2025  ·  Leader Search Active
Exit Vertical Launch

The infrastructure is being built. The pipeline already exists. Presidio has $300M+ in business owners nearing exit with no dedicated capacity to serve them. The next unlock is a vertical leader who becomes the face of Purpose-Built Exit and builds the practice from a running start, supported by a growth and technology engine already in motion.

$300M+ pipeline of business owners nearing exit with no current capacity to serve them
Specialized transition planning covering the financial and identity dimensions of the exit
Face and leader of the practice: content, relationships, strategy, and COI network
Full infrastructure, marketing, technology, and leadership team already in place
The Next Who
Exit Vertical Leader
Search Underway
$5B  ·  7-Year Vision
National Platform

The long-term vision is a national destination firm, one that attracts elite advisory talent, serves clients across every major life transition, and operates at a scale traditional RIAs cannot replicate. A dedicated Tax and Accounting Services vertical unlocks as the platform scales, supporting both Wealth Management and the Exit division.

Purpose-Built Advisors: recruiting top breakaway and wirehouse talent nationally
Tax and Accounting Services vertical unlocks at scale, serving both WM and Exit clients
National brand and category authority across all life transitions
Enterprise infrastructure supporting $5B+ in AUM
The Vision
$5B Platform
7 Years
The Three Verticals  ·  One Ecosystem
Three verticals. Each serves a distinct life transition. Each has its own dedicated leader — we are actively searching for the right person to lead Purpose-Built Retirement, Purpose-Built Exit, and Purpose-Built Advisors. Click any card to expand.
VERTICAL I  ·  ACTIVE
I
Purpose-Built
Retirement
Career → Retirement transition
Podcast Seminar 101 Workshops Digital
Active  ·  Vertical leader search underway
The Retirement 101 seminar is converting into a scalable digital platform. The podcast anchors a content flywheel reaching pre-retirees and HNW executives at scale. Themes: identity after work, purpose discovery, longevity, legacy planning.

This is the stable foundation and the broadest client audience. Inbound clients flow directly to Wealth Management. The CEO has been the face of this vertical — we are looking for the right leader to own and scale it.
VERTICAL II  ·  BUILDING
II
Purpose-Built
Exit
Founder → Post-exit life
Exit Planning Founder Advisory Podcast COI Network
Pipeline active  ·  Leader search underway
Dedicated practice for entrepreneurs and founders navigating liquidity events. Serves both the financial and identity dimensions of exiting. $300M+ in business owner transitions are already in the pipeline with no dedicated capacity to serve them yet.

The vertical leader will be the face of this practice. Long-term, Exit clients flow into Wealth Management for ongoing advisory, supported by Tax and Accounting Services at scale.
VERTICAL III  ·  ACTIVE SEARCH
III
Purpose-Built
Advisors
We are looking for the top advisors who are looking for their forever home.
Recruiting Onboarding Culture Retention
Vertical leader search underway
Purpose-Built Advisors is a content play and a relationship play. The same media-first model — podcast, social, YouTube, LinkedIn — speaks directly to advisors who are looking for something more than a payout grid. Networks and existing relationships accelerate what the content engine starts.

The COO plays a key role in building confidence in the transition: advisors need to know their move to Presidio will be seamless, compliant, and well-supported. A vertical leader for Purpose-Built Advisors is also part of the long-term build, someone who can be the face of what it means to find your forever home as an advisor.
↓
↓
↓
The Shared Flywheel  ·  What Powers All Three Verticals
Content
Podcasts  ·  Video
→
Education
Free value, upfront
→
Trust
Authority  ·  Relationships
→
Inbound
Clients  ·  Advisors
→
Growth
$500M+ → $5B
→
Reinvest
Talent  ·  Tools
↺
Platform Unlock Map  ·  Each Hire Unlocks the Next Level
Foundation
COO
Bulletproof ops, compliance, advisor onboarding
Growth Engine
Chief Growth Officer
Media platform, content flywheel, one-to-many education across all verticals
Technology
Head of Tech
Digital platform, analytics, scalable growth infrastructure
Now
Exit Vertical Leader
$300M+ pipeline, vertical launch, category authority
Building
Tax and Accounting
End-to-end tax and accounting being built, serving WM and Exit clients
$5B Vision
Category Leader
National destination firm across all life transitions
THE ARCHITECTURE
Three ways in.
A structure built to scale.
The verticals are the front door. Wealth Management is the long-term home. Tax and Accounting wraps around both, deepening every relationship it touches. The platform foundation enables all of it to run without rebuilding from scratch each time. Click any layer to explore.
Acquisition  ·  Vertical I
Purpose-Built
Retirement
Leader search underway
Podcast Seminar 101 YouTube
Acquisition  ·  Vertical II
Purpose-Built
Exit
Leader search underway  ·  Est. 2025
Podcast COI Network Events
Capacity  ·  Vertical III
Purpose-Built
Advisors
Forever home for top advisors
Podcast Social Networks
OPERATIONS  ·  TECHNOLOGY  ·  COMPLIANCE  ·  DATA GROWTH ENGINE  ·  MEDIA  ·  ANALYTICS EXIT PLANNING  ·  TAX & ACCOUNTING WEALTH MANAGEMENT  ·  TAX & ACCOUNTING Wealth Management CLIENTS CLIENTS ADVISORS
How to read this
Click any layer or vertical card to see how it fits into the whole.
The Layers
Acquisition verticals
Wealth Management
Tax and Accounting
Infrastructure
The Core Insight
The verticals bring clients in. Wealth Management keeps them for life. Tax and Accounting makes the relationship too valuable to leave.
SELECT A LAYER
Click any ring or vertical to explore how it fits
Each layer of the platform has a distinct role. The verticals generate inbound. Wealth Management is the long-term relationship. Tax and Accounting deepens and retains. Infrastructure enables everything to run at scale.
The Client Journey  ·  From First Touch to Forever
→
1
Content and Education
First Touch
Podcast, YouTube, seminar, social. Client encounters Presidio through education, not a pitch. Trust is built before any conversation begins.
→
2
Vertical Relationship
They Raise Their Hand
Client enters the vertical that matches their life stage — retirement, exit, or advisory career. The vertical leader becomes their trusted guide through the transition.
→
3
Wealth Management
The Long-Term Home
Post-transition, the client moves into an ongoing wealth management relationship. Portfolio management, financial planning, and long-term advisory. This is where AUM lives.
→
4
Tax and Accounting
The Relationship Deepens
Tax strategy, accounting, and planning wrap around the wealth management relationship. For exit clients, tax is central to the transaction itself. For all clients, it increases depth and stickiness.
5
Advocacy and Referral
The Flywheel Turns
A client served exceptionally across all three dimensions — advisory, tax, and transition — becomes an advocate. Referrals feed the verticals. The platform compounds on itself.
Integration Points  ·  Where the Layers Interact
Exit Planning
Tax & Accounting
Co-primary for business owners
For a business owner navigating an exit, tax and accounting is not a downstream add-on. It is central to the transaction. The exit plan and the tax strategy are built together, not sequentially. This is a key differentiator for Presidio's Exit vertical.
Wealth Management
Tax & Accounting
Stickier, deeper relationships
When a client's investments and their taxes are both handled by Presidio, the relationship becomes much harder to leave. Tax and Accounting reinforces every existing WM relationship and materially increases lifetime client value and retention.
Capacity
Scales with every vertical
As Retirement and Exit generate more inbound, Purpose-Built Advisors provides the advisory capacity to serve them. The more advisors who join Presidio as their forever home, the more clients can be taken on. Growth in the client verticals directly justifies and funds advisor expansion. It is a self-reinforcing loop.
The Platform Foundation
The layer beneath all layers
Operations, compliance, technology, and the media engine serve all verticals simultaneously. No vertical has to build its own infrastructure from scratch — it inherits what already exists. This is what makes standing up a new vertical faster and more capital-efficient than any traditional firm could achieve.
The Firm  ·  Two Ways to See It
Not every vertical needs a C-suite title. Below are two views of how Presidio is organized: who owns what function, and how the client value stream flows from marketing through to firm intelligence.
Presidio Capital Management  ·  $500M+ Functional Structure
CEO
Chief Executive Officer
Vision, Strategy and Investments
Platform direction, scaling leadership, investment oversight, client relationships, final accountability
In seat
Enablement tier — Growth, Operations, and Firm Intelligence report directly to the CEO
Enablement
CGO  ·  March 2026
Chief Growth Officer
Marketing, media, content strategy, podcast, YouTube, social, lead generation across all verticals
In seat
Reports to CGO  ·  May 2026
Technology and Analytics
Digital platform, data infrastructure, AI tooling, digital seminar, analytics
Building now
Chief Operating Officer  ·  Jan 2025
Operations and Compliance
Bulletproof compliance, advisor recruiting and onboarding, firm infrastructure, systems and scale
World-class hire in seat
Finance and Corporate Strategy
Firm Intelligence
AUM planning, firm financials, RIA benchmarking, M&A, strategic partnerships and corporate strategy
In place
Client verticals — all share the enablement infrastructure above
Client
Verticals
Vertical I  ·  Active
Purpose-Built Retirement
Wealth management, retirement advisory, seminar program, podcast, digital education
Operating
Vertical II  ·  Building
Purpose-Built Exit
Business owner exits, liquidity events, transition planning, post-exit wealth strategy, COI network, podcast
Leader search active
Vertical III  ·  Building
Purpose-Built Advisors
Home for the top advisors seeking their forever firm. COO supports seamless transitions. Vertical leader search ahead.
Leader search ahead
Future  ·  At Scale
Tax and Accounting Services
End-to-end tax and accounting serving HNW individuals, business owners, and entrepreneurs across WM and Exit
Future vertical
In seat
Active search
Being built now
Future
KPIs by Vertical  ·  One Function, One Set of Metrics
Each vertical has clear, measurable outcomes. The CEO reviews monthly, informed without being pulled into execution.
Content and Audience Growth
Podcast downloads per episode
Trending MoM as an indicator of reach and authority building
YouTube subscribers and watch time
Total subs, avg view duration, monthly video views
Seminar digital registrations
Retirement 101 online: registrations and completion rate
Email list growth MoM
Owned audience and the most durable long-term asset
Social reach and engagement rate
LinkedIn and broader social: impressions and save rate
Inbound Conversion and Revenue
Inbound inquiries per month attributed to content
Direct line from education flywheel to pipeline
Discovery to proposal conversion rate
Quality of inbound leads from the content channels
New AUM sourced from Retirement vertical per quarter
Revenue attribution to the vertical's content engine
Cost per qualified lead from content
Efficiency of the education-first model vs paid acquisition
Referrals generated from seminar attendees
Seminar-to-client-to-referral pipeline
Pipeline and Deal Activity
Qualified business owner pipeline value ($M)
Current: $300M+ identified with no capacity to serve. Tracks against this baseline.
New business owner relationships initiated per month
Conversations started via COI introductions, events, inbound content
Exit planning engagements active
Business owners in active advisory relationship pre-transaction
Transactions closed per quarter (count and $ value)
The output of the planning relationship
Post-exit AUM transferred to Wealth Management
The downstream revenue outcome of every completed exit
Content, Relationships, and Capacity
COI relationships active (CPAs, M&A attorneys, business brokers)
The referral infrastructure that feeds the pipeline long-term
Exit-focused podcast and content reach
Downloads, views, shares. Vertical leader as category voice
Events hosted or co-hosted for business owner audience
Workshops, roundtables, CEO dinners. Relationship-first acquisition.
Average planning engagement length (months pre-transaction)
Longer relationships produce better outcomes and stickier post-exit AUM
Tax and accounting engagements coordinated with Tax and Accounting Services
Integration metric showing how deeply the two verticals work together
Talent Acquisition
Qualified advisor candidates in pipeline
Breakaway and wirehouse advisors in active conversation
Advisors onboarded per quarter
The output of the recruiting engine and capacity added
Average AUM per onboarded advisor
Quality of talent coming through the vertical
Time from first conversation to fully onboarded (days)
The COO's seamless onboarding process in practice. Speed without errors.
Compliance clearance rate and timeline
Bulletproof compliance means no delays, no surprises
Retention and Alignment
12-month advisor retention rate
Purpose-driven culture should produce above-industry retention
Advisor NPS score
Would advisors refer a colleague to Presidio?
AUM growth per advisor per year
Are advisors growing their books? Proxy for client experience quality.
Referrals from existing advisors (colleague introductions)
Best advisors recruit their network when the culture is right
Total platform capacity (AUM capacity available vs. inbound volume)
The critical load-balancing metric. Capacity must lead demand.
Client Relationships
Client retention rate (annual)
The most important metric in the business. Losing clients is catastrophic at scale.
Net Promoter Score (NPS)
Quarterly, tracked by advisor and overall
Wallet expansion per client per year
Growing AUM within existing relationships. This is the farmer's core KPI.
Referral rate per advisor per year
Satisfied clients refer. This is a direct measure of relationship quality.
Average AUM per client household
Trending up signals deepening relationships and trust
AUM and Growth
Total AUM growth per quarter
New client AUM + organic growth from existing relationships
New AUM from Purpose-Built Retirement vs. Purpose-Built Exit (attributed)
Shows which flywheel is generating the most wealth management relationships
Investment performance vs. benchmark
Client performance. The table stakes of the business.
Revenue per advisor
Efficiency of the advisory team. Scales as capacity is added.
Post-exit client conversion rate (Exit to WM)
What percentage of completed exits become long-term WM clients
The Opportunity  ·  CEO
WHY WE ARE HERE
We built the foundation.
Now we need the right leader.
The question is never how we grow. We know how. The question is always who unlocks the next level. We are looking for the face and leader of Purpose-Built Exit.
$300M+
In business owner exits
already in pipeline
No capacity to serve them yet
What Already Exists
·$300M+ pipeline of business owners ready to exit
·Marketing and media infrastructure in motion
·Technology platform being built now
·Chief Operating Officer, CGO, and Head of Tech in seat
·$500M+ AUM platform and existing client base
The Role
·Face and leader of Purpose-Built Exit
·Build and own the COI network
·Lead the content engine for the vertical
·Serve business owners through exit and into Wealth Management
·Shape strategy for a practice that integrates tax, planning, and wealth
What This Is Not
·Not a sales role
·Not building from zero
·Not figuring out the strategy alone
·Not joining another RIA
·Not capped by geography or headcount
We built this from $50M to $500M+ by asking the right question at every stage. Not how — who. The pipeline is real. The infrastructure is being built. The platform is pointed at $5B. What we are looking for now is the right leader to step into Purpose-Built Exit and help build something the industry has never seen.
CEO  ·  Presidio Capital Management
Presidio Capital Management  ·  Purpose-Built for Life's Defining Moments  ·  Confidential