You Built It. Now Let's Make Sure You Benefit From It.

We built our Single Family Office to share the blueprint we’ve used to turn enterprise value into personal wealth. We also work directly with early-stage founders to help them prepare and sell their most valuable asset—their business.

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The Founder Wealth Journey Blueprint

The Founder Wealth Journey Starts Here

You've built a company. You've bootstrapped, scaled, and survived your ups and downs that others only fantasize about. But now the stakes have changed:

How do you extract that wealth?
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How do you protect it?
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Who do you trust to guide you?
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Our Story

11 Exits. 20+ Years Operating. 30+ Deals Co-Invested.

With 20+ years of operating and M&A experience, Jim and Nick Weldon partner with founders facing their biggest moment: the exit. We focus on founder-led, bootstrapped businesses generating $1–10M in ARR—no outside capital, and no founder or Board-B.S.

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Structuring and executing exit strategies
Preparing for sale to private equity or a strategic acquirer
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Aligning estate, tax, and asset planning ahead of liquidity events
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Building the right team of advisors around the founder
Our Approach

Helping Founders Turn Enterprise Value into Personal Wealth.

We work with founder-led businesses navigating transition. Our focus lies in helping founders extract the wealth tied up in one of their largest assets - their business.

We are particularly active across:
– Technology & Data Infrastructure
– B2B Services & Workflow Platforms
– Fragmented Markets Ripe for Consolidation

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Founder-Aligned

We’ve operated and exited our own companies. We understand how to support founders without interfering with their execution.

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Structured Growth

We advise on disciplined growth through acquisitions, unit economics, and operational alignment—focused on enterprise value creation.

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Exit Readiness

We work alongside teams to shape the business for sale: timing, structure, internal reporting, and go-to-market positioning.

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Long-Term Planning

Through our network of trusted advisors, we connect founders with trusted advisors in estate planning, asset protection, and tax efficiency to support outcomes beyond the transaction.

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Who WE Work with

We partner with founders who...

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Want to control the outcome

Founders who still own all—or most—of their company and want to stay in the driver’s seat while planning for what’s next.

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Need liquidity without losing control

Looking to pull out cash without giving up control? We help structure smart solutions that let you have both.

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Don’t have time to manage ten different advisors

Founders who want to coordinate legal, tax, and estate professionals without hiring a dozen firms.

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Prioritize long-term wealth

You’re not in this for flash. You want to preserve what you’ve built. We get it—and we create strategies with that in mind.

Backed by a Decade-Long Alliance with AZ Crown

Our strategic alliance with AZ Crown Investments brings additional strength, perspective, and capital alignment to every founder relationship we support.

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A Track Record Built on Execution

Over the past decade, we’ve co-invested and advised alongside Tim Crown in more than 30 transactions. Tim also co-founded a Fortune 500 company (NASDAQ: NSIT) and brings three decades of experience helping scale founder-led ventures with both capital and conviction.

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Operator-Led. Partnership-Driven.

With 20+ years of hands-on experience, Jim and Nick Weldon have built, scaled, and exited companies in MarTech, SaaS, and infrastructure. Our partnership with AZ Crown strengthens that foundation—bringing founders the combined power of deep operator experience and a trusted capital partner who’s aligned from day one.

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Aligned for Founder-Success

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Over the past decade, we have advised and co-invested in more than 30 transactions, often in partnership with like-minded family offices such as AZ Crown. Our operating history spans SaaS technology, infrastructure, and data services firms.
“I’ve always looked for partners who lead with grit, values, and speed of thought. That’s what I found in the Weldons. Jim and Nick are rare operators who get things done. They’ve helped us expand our data innovation portfolio with a grounded, no-nonsense approach that’s hard to find in today’s market.”

Tim Crown
 Chairman, AZ Crown
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Considering your next chapter? Let’s have a conversation.

Helping Founders Turn Enterprise Value into Personal Wealth.
Email
info@weldonfamilyoffice.com
About us
Father-and-son team that’s spent 20+ years building, scaling, and selling founder-led companies.
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Locations
- Austin, Texas
- Tempe, Arizona
- Santa Barbara, California
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