The One-Page Framework
The entire playbook, condensed. Core principles, key questions, warning signs. Bookmark this. Come back when you need it.
Latest — page 1
The Minimum Viable Setup
What's the absolute minimum setup you need? Not a reference to complexity or sophistication—a ruthless focus on what actually matters and permission to keep it simple.
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Auditing Your Existing Setup
The structure that made sense at $8M might be wrong at $25M. Advisor who was great five years ago might have drifted. Here's how to evaluate what you have — and know when it needs to change.
Pre-Exit Wealth Planning
The 12-18 months before exit is a window. Certain moves are possible with equity that become impossible — or extremely expensive — once that equity converts to cash. Most founders miss it.
The First 90 Days After Exit
The wire hits. Now what? The first 90 days after a liquidity event are when founders make their best and worst decisions. Here's how to seize the opportunity wisely.
Common Mistakes and How to Avoid Them
The mistakes that destroy founder wealth are surprisingly predictable. They happen repeatedly, to smart people, in patterns you can see coming — if you know what to look for.
Implementation Principles
The biggest implementation mistake is rushing. Cash sitting in a savings account while you figure things out costs almost nothing. A bad $2M decision because you felt pressure to deploy costs, potentially everything.
Governance and Decision-Making
Most wealth problems aren't technical—they're decision problems. Poor governance creates chaos, emotional decisions, and misaligned family members. Good governance is the system that keeps everything working.
Protection — Keeping What You've Built
The threats to your wealth have evolved faster than most founders' defences. Twenty years ago, protection meant insurance and maybe a trust. Today, the biggest risk might be in your pocket.
Building Your Advisory Team
You need advisors. But having advisors isn't the same as having a team. Most founders either have too few, too many, or the wrong ones entirely.
Income Generation Strategies
After the exit, you still need to pay for life. Most founders default to selling investments when they need cash. There's a better way to think about it.
Portfolio Construction for Founders
Standard portfolio advice wasn't designed for you. You got rich through concentration, not diversification. Here's how to build a portfolio that reflects the reality of being a founder.