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The Post-Exit Wealth Guide

A comprehensive 90+ page guide to navigating the financial, legal, and personal transition that follows a successful exit.

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What's Inside

Six Chapters. Every Dimension Covered.

From the morning after signing to building multi-generational wealth — the complete post-exit framework.

01

The Exit Playbook

Your first 90 days. What to do. What NOT to do. A decision framework for navigating immediate actions. The 12-month no-major-commitments rule. How to handle the sudden attention from advisors, family, and financial institutions before you've had time to think.

02

Financial Strategy & Tax Planning

Tax strategy across US, UK, EU, and Switzerland: CGT comparison, deferral strategies, and net proceeds analysis. Sustainable income planning: the withdrawal rate frameworks that work across 50-year horizons. The cash flow bucket model. How to structure and vet your advisory team.

03

Estate Planning & Legacy

Protecting what you've built for the next generation across jurisdictions. Family governance structures. Charitable giving vehicles such as DAFs, private foundations, and structured philanthropy. Wealth transfer strategies and trust structures. How to talk to your children about wealth.

04

Lifestyle & Identity Transition

The emotional arc nobody prepares you for. A data-mapped 36-month trajectory with the identity trough, crisis period, and re-emergence phases. Relationship impacts on partners, children, and friendships. How to rebuild purpose and structure without a title or a company to run.

05

Risk & Diversification

Escaping the concentration risk you just crystallised. Diversification frameworks that work at different wealth levels. Hedging strategies for illiquid and legacy positions. The behavioral traps — anchoring, loss aversion, status bias — that catch even sharp operators after an exit.

06

The Family Office

Do you need one? Three models explained: embedded, virtual, and full-service. Structure, staffing, and governance frameworks. A detailed cost analysis and break-even by AUM showing exactly at what wealth level each model makes economic sense.

Plus: Worksheets & Resources

✓ Position assessment worksheets for all 6 areas
✓ Advisor interview questions and vetting checklist
✓ Recommended reading and curated resources
✓ Glossary of key terms across all chapters
Is This Right for You?

Who the Guide Is For

This Guide is for:

  • Founders and company owners who have exited
  • Corporate executives with significant transaction wealth
  • Professional athletes and entertainers with sudden liquidity
  • Anyone who has experienced sudden, significant wealth creation
  • Those seeking education across the full post-exit spectrum
  • People who want to share a framework with their advisory team

This is not for:

  • People seeking specific financial or tax advice for implementation
  • General investment advice (work with a qualified wealth advisor)
  • Those not yet ready to engage with their wealth situation

For personalised implementation guidance, see the Strategy Session.

FAQ

Frequently Asked Questions

No. This guide is educational. It provides a framework to help you think through the key areas and ask the right questions of your advisors. All implementation must be done with qualified professionals in your jurisdiction.
Extensive coverage of the US, UK, EU, and Switzerland including CGT comparison charts, jurisdiction-specific tax strategies, and wealth structuring frameworks for each. The principles are applicable globally, but specific rules vary by jurisdiction and you should confirm details with a local professional.
Yes. Many readers share the guide with their accountant, lawyer, and wealth advisor to align on frameworks and priorities. It's designed to be a shared reference point that elevates the quality of those conversations.
This is specifically built for the post-exit transition. It's written by someone who has worked alongside 70+ founders throughout their journeys. It addresses both the financial and the deeply personal dimensions of what happens after you sell. Most wealth management content ignores the identity, lifestyle, and emotional dimensions entirely.
That's exactly what the Strategy Session is for. Book a 60-minute call to assess your situation across all 6 areas and get specific guidance on what matters most for you right now. Many people find it most valuable to read the guide first, then book the call.
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