The deal is the easy part.The day after is the hard part.
A private, tax-aware, pre-exit planning sprint for founders preparing for a sale, recap, or major liquidity event, designed to reduce surprises and keep you in control of the day after.
Deal timelines compress fast. We help you get ahead of taxes, structure, and personal planning before the LOI arrives.
If an LOI showed up in the next 30 to 90 days, would you know:
- 01What you keep after taxes under 2-3 realistic deal structures?
- 02What "enough" means for you (post-tax number + lifestyle + legacy)?
- 03What the first 90 days after close should look like, cash, diversification, and decision rules?
If those questions create even a hint of decision fatigue, this sprint is built for you.
Three deliverables. One coordinated process.
This is not a generic financial plan. It is a focused readiness process that produces clarity and an execution checklist.
Scenario Map
Net proceeds under 2-3 structures with clear, documented assumptions. Asset vs. stock vs. recap/rollover/earnout, modeled side-by-side so you can see the tax delta before you negotiate.
Pre-Close Checklist
Tax, balance sheet, estate, and risk items, each with an owner and a deadline. The things that need to happen before the wire hits, not after.
Post-Close 90-Day Plan
How cash is managed the moment it lands, what gets invested versus held, and how concentrated risk is diversified in a tax-aware sequence. The plan you wish you had built before the deal closed.
Eight readiness areas, covered without gaps.
Each one has caused real founders real pain. Each one gets a concrete answer before the wire hits.
Clarity
Define "enough," timeline, and your top deal non-negotiables.
Tax + Deal Structure
Asset vs. stock vs. recap / rollover / earnout. QSBS review, state exposure, timing risks.
Personal Balance Sheet
One-page view of assets, liabilities, entities, and key accounts. Liquidity runway and concentration flags.
Post-Close Transition
First-90-days cash plan, decision rules, and a diversification plan for concentrated positions.
Estate + Family Alignment
Wills, trusts, POAs. Beneficiary alignment, philanthropic intent and timing.
Risk + Protection
Liability and umbrella coverage, entity-level protection, key-person, disability, life. Cyber and wire controls.
Your Team + Process
Identify your core advisors, assign a quarterback, owners and deadlines for every pre-close action.
Identity + Purpose
Who you are when you are no longer the founder. The conversation few advisors have, and the one that determines whether the day after feels like freedom or like loss.
Four documents you can actually use.
- A 1-page Liquidity Event Readiness Scorecard (risks, priorities, and next steps).
- A net-proceeds scenario summary (2-3 structures) with assumptions clearly documented.
- A 90-day post-close transition plan (cash + investing + diversification) aligned with your tax picture.
- An execution checklist with owners, deadlines, and a coordination cadence with your CPA and attorney.
Built for a particular kind of founder.
A strong fit
Probably not a fit
A few things founders ask first.
How long does the sprint take?
Typically 2-3 weeks end-to-end.
How much does this cost?
It is not cheap, and it should not be. The Sprint requires senior, transaction-experienced thinking, and we do not do that work for free. We quote the engagement transparently once we understand your situation.
What is far more expensive is the cost of getting the deal wrong: a poorly chosen structure, a missed QSBS election, a tax surprise, or a post-close transition that wastes the first eighteen months of your optionality. Those mistakes routinely cost founders multiples of what disciplined pre-exit planning would have cost.
The Sprint is priced to be a fraction of the value it protects.
Do you work with my M&A attorney or banker?
Yes. We coordinate around tax, personal balance sheet, and post-close planning while your deal team runs the transaction.
Is this tax or legal advice?
No. We collaborate with your CPA and attorney and document assumptions so decisions are made deliberately.
Apply for a Liquidity Event Readiness Sprint.
Designed for $5MM+ founders who want to reduce surprises, protect what they have built, and move into the next chapter with confidence. We do not believe in pressure or hard pitches. We believe in the right relationship with the right people at the right time.
For educational and informational purposes only. Not individualized investment, legal, tax, or accounting advice. Consult your attorneys and CPAs regarding your specific situation.