Founders & Business Owners

The way you structure a sale — cash, rollover, earn-out — should be decided by your personal wealth plan, not deal momentum. Here is what to settle before you sign a term sheet.

Earn-outs, escrow, rollover equity — every term in a sale negotiation has a personal wealth consequence. Founders who model that before the term sheet negotiate from strength.

Market cycles are not something founders can plan around after the fact. Here is the financial discipline — runway, financing mix, and personal liquidity — worth building before the next downturn arrives.

A liquidity event turns years of concentrated equity into a single block of cash — and what you do with it in the following months determines whether the exit becomes durable wealth. A practical allocation framework for founders.

Founders who blend business and personal finances create risk on both sides of the ledger. Here is how to draw the line — and why it strengthens the company as much as your personal wealth.

For most founders, an exit is the largest allocation decision of their life — yet the wealth plan is treated as an afterthought. Here is why it should come first.