You sold the business! What now?

If the sale of your business is not the most significant financial event of your life, it is one of them. The work is not over at closing - a new phase is just beginning. The Post-Exit stage is about managing, growing, and protecting the wealth you have worked so hard to build. 

Kenny’s Founder Formula was built to follow you from the inception of your business to the last dollar passed down to your next generation. The Family Stewardship stage is the culmination of the following three, and is the execution of a legacy plan that is as intentional, disciplined, and well-managed as the business you built.

What post-exit founders are navigating:

• Replacing business income

           You used to earn income/dividends from your business. Now you need a portfolio that replaces that income, with more predictability and less risk.

• Managing money across multiple structures

           You may now have personal accounts, a holding company, trust accounts, a foundation, and family members who have achieved a new level of wealth due to your success. Keeping these parts coordinated can feel like a full-time job.

• Managing a team of advisors

           Your lawyer, accountant, and wealth advisor all need to be on the same page. Without coordination, communication breakdowns can occur, and things can fall through the cracks.

• Thinking about legacy

           You want your wealth to mean something beyond your own lifetime — for your family, your community, or both.

How we help exited founders:

1. A portfolio built specifically for you

Your wealth could span multiple structures — personal accounts, a holding company, and possibly trusts/foundations. Each has its own tax considerations for different types of investments.

We build a customized strategy that coordinates all of these structures. Our approach aims to generate predictable income to replace what your business used to pay you, while keeping tax drag as low as possible and growth sustainable over the long term.

2. Full transparency on what you are paying

Investment management fees can be confusing — especially when you are paying your wealth advisor, and being invested in diversifying third-party solutions.

We provide a single, clear fee summary that covers all internal and external management costs. No surprises. You know exactly what you're paying and the services you should expect for that cost. The cost proposed is evaluated against competing family offices and institutional managers to ensure it is competitive.

3. Thorough, meaningful quarterly reviews

We do not just send statements and check in once a year. We review your portfolio with you on a quarterly basis the way a CEO reviews a business: what worked, what didn't, what changed in the markets or your life, and what adjustments need to be made.

Your legacy plan is not static. Meeting quarterly ensures we know the current version of you, and you know about what we are actively doing, giving us the highest probability of achieving it. 

4. Coordinating the key advisors of your family enterprise

Managing significant wealth means working with multiple professionals. They don't always talk to each other and this can be a problem.

Kenny will act as the central coordinator (or quarterback) for your financial team. This includes facilitating what we call the Mandatory Boardroom: a structured annual meeting between you, your investment advisor, your lawyer, and your accountant — all in one room, reviewing your plan together, and making sure nothing is misaligned. Think of it as an Annual General Meeting (AGM) for your family enterprise.

Check out the other phases of Kenny's Founder Formula

Phase 1: The Foundational Strategy phase (Startup Stage) of the Founder Formula is about building the financial foundation that gives your business the best possible start, and your future self the biggest possible payout.

Phase 2: The “Strategy” phase built the foundation. The Strategic Growth phase (Growth Stage) is where we start to fortify it. The decisions made around structure, protection, and taxation in this phase can directly determine how much of your business value you will actually keep throughout its growth journey, and when it comes time to exit.

Phase 3: The previous phases are about building and protecting. The Exit Architecture phase (Pre-Exit Stage) is about precision, and making sure every piece is in place before one of the biggest financial transactions of your life takes place.

Questions about The Founder Formula? Reach out to Kenny! Contact info below.