Every engagement follows the same disciplined path: a founder starts the conversation, our intake captures the details that matter, the planning engine does the modeling, and a client-ready toolkit comes back to the founder.
Initiates & receives
Founder Discovery Form
Financial Model · Road Map · Appendices
Client-facing deliverable
The process starts and ends with you. You kick things off by sharing your company and goals, and at the end of the process the finished Toolkit is delivered back to you — the founder is both the client and the source of truth throughout.
We capture your incorporation date, ownership structure, cap table, and target exit timeline through a structured discovery form. This is the raw material every later calculation is built on, so accuracy here matters more than speed.
Your intake data feeds our planning engine, which builds out a full financial model, a step-by-step road map for pre-exit and post-exit planning, and supporting appendices — QSBS timing, trust structures, and charitable strategy included.
Everything is compiled into your Founder Exit Toolkit — a clear, personalized package showing what your specific exit nets after tax across multiple scenarios, ready to guide the decisions ahead.
Book a free Discovery Call — no cost, no obligation.