About the firm
A Team, Not a Salesman.
One team for business owners. One team around your plan: tax attorneys, exit planners (CEPA®), financial planners (CFP®), certified valuation analysts (CVA) and CPAs. Your own CPA and attorney stay on your team.
- Who you work with
- Tax attorneys, exit planners (CEPA®), financial planners (CFP®), certified valuation analysts (CVA), CPAs and plan designers.
- Who coordinates it
- Your Longtable planning team, so one person runs it start to finish.
- How we are paid
- By the insurance company, not by you. The valuation never requires you to buy anything.
- How it fits with yours
- Your own CPA files your taxes. Your own attorney writes the documents. We do not manage your investments.
Matthew Johnston
Founder, Longtable
The founder
Built from running businesses, not watching them.
Matthew Johnston spent more than 25 years building and protecting businesses. Risk, planning and tax came from necessity, not theory. Safeguarding his own ventures became a practice for other owners.
“Real success isn’t built on strategy alone. It’s built on the strength of the right team. That’s why I created Longtable.”
How we work
One seat at a twelve-seat table.
Your CPA, attorney and financial advisor stay on your team. We bring the other nine.
A team, not a salesman
One person start to finish. Specialists build the plan.
We manage risk, not investments
The risks that force a sale or leave a family short of cash.
Introduce, then confirm
Your CPA reviews the documents before you sign.
CEPA®
Certified Exit Planning Advisors
Sell, hand off or close your business: CEPA® partners help make it worth more before you leave, and plan your life after.
Our process
Five steps. One team.
Discover
Your full picture.
Analyze
The gaps others missed.
Design
A strategy around your goals.
Implement
With your CPA and attorney.
Monitor
As laws and life change.
Schedule a Meeting
Speak with a specialist.
Thirty minutes. Your CPA welcome.
Or call 248.742.0065Mon – Fri: 9:00 AM – 5:00 PM