This episode is for founders and family business owners preparing for a liquidity event: a sale, recapitalization, or IPO that turns years of work into a new chapter for the family. Co-hosts Claire Martin and Matt McClintock, are joined by Brendan Bybee and S. Craig Stone II, managing partners at Stone Bybee & Associates, who bring over 30 years combined experience helping families navigate exactly this transition.
The conversation moves through the full arc: how to prepare years ahead of a transaction, why treating succession as an ongoing process builds a stronger next generation, and how families can stay ready for whatever comes after the deal closes. Brendan and Craig share stories from their practice, including a "fire drill" exercise that helped one family build real continuity, and make the case that preserving options early gives families more strength and flexibility down the road.
Walk away with a clearer sense of how starting these conversations early, even when they're hard, helps families build resilience and confidence for the road ahead.
ABOUT THE GUESTS
Matt McClintock brings over two decades of experience as an estate planning attorney. In 2024, he retired from the practice of law to focus fully on his work as a wealth strategist and co- founder of Bespoke Group, where he designs bespoke wealth systems for ultra-affluent families, helping them create order out of chaos.
With nearly a decade spent teaching estate planning law to attorneys nationwide, Matt is widely recognized for his ability to guide clients through the human and strategic dimensions of wealth with clarity, confidence, and discretion.
A pioneer in applying traditional legal frameworks to Bitcoin and digital-asset wealth, Matt’s work centers on sovereignty, privacy, and multigenerational planning for globally mobile families navigating an entirely new asset class.
Brendan Bybee is a Managing Partner at Stone Bybee & Associates, PLLC and leads the firm’s Estate Planning Group. A native of Las Vegas with deep roots in Nevada, Brendan has focused his practice in the area of trusts and estates since his licensure in 2011.
Brendan enjoys assisting clients in creating and implementing plans that help them control and protect their property during their lifetime, prepare for disability or death, and transfer their legacy to loved ones without unnecessary taxation or litigation. Brendan helps business owners organize their interests for risk management and business succession through the strategic use of trusts and corporate entities.
He also helps families employ strategies that communicate their values, fulfill their charitable intentions, promote family harmony, and provide for minors and children with special needs in the event of tragedy.
Attorney S. Craig Stone II is a Managing Partner of Stone Bybee & Associates, PLLC.
He has been practicing in the State of Nevada since 1993 and provides legal counsel and services to affluent clients and families in the areas of wealth transfer and preservation strategies, including general estate planning, sophisticated tax planning (federal income and estate taxes), charitable planning and planned giving, business law, including business exit planning (aka business succession planning), and domestic and international asset protection planning.
Craig’s personal practice emphasizes a “values-based approach.” He views his role as more than just an attorney, but a wealth counselor and coach helping clients to fulfill their goals and dreams by applying his technical expertise and professional knowledge to design a sound estate plan and solve the issues and concerns that come with wealth.
Craig is a firm believer in building the attorney-client relationship and not just providing an attorney-client transaction.
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