Before liquidity
Bring the transaction team and personal planning team into the same conversation. Identify decisions and deadlines.
Build the next chapter deliberately
You built
the business.
Now build what’s next.
A sale changes more than your balance sheet. Organize the proceeds, the people, and the decisions that come next—with a family-office approach built around a founder’s transition.
Explore freely. No account or email needed for the tools.
Family Office for Founders / field notes
The next
chapter is yours.
chapter is yours.
01 · Prepare↗
02 · Separate & reserve↗
03 · Build the next chapter↗
A framework for your next conversation.
Understand the optionsAsk better questionsChoose with intention
From the closing table to the life you want.
Start with your priorities and the responsibilities you want a team to take on.
At the transition
Separate cash received from amounts still tied to the deal. Write down reserves and near-term commitments.
After the business
Explore the investment oversight, estate coordination, and family decisions that need an ongoing owner.
A practical place to begin
Proceeds planning worksheet
Make the conversation concrete. Work through your own assumptions, see a useful summary, and bring it to a discussion with your professionals.
Open the tool ↗Less guesswork.
More clarity.
More clarity.
Your inputsEditable
Your working summaryImmediate
Your next conversationBetter prepared
A few questions,
answered plainly.
How this site works ↗Does the worksheet estimate tax or QSBS savings?
No. It subtracts dollar reserves and commitments you enter from cash proceeds you enter. Obtain tax estimates and eligibility advice from your own qualified professionals.
Can I use this before a sale?
Yes. Use clearly labeled estimates and revisit them as the transaction changes. Do not treat an expected earnout or retained equity as cash already received.
What if I already have a transaction team?
Describe who is already involved and what remains unresolved. A prospective advisor can discuss how personal planning would coordinate with those existing relationships.