The Founder Formula was built because I have seen too many entrepreneurs lack access to sound financial advice until after they have sold their business. By engaging founders earlier, we ensure we ensure they are prepared for every stage of their growth journey, increasing their probability of building a lasting legacy. There are four equally important phases in this 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.
Phase 4: The Family Stewardship phase (Post-Exit Stage) is the culmination of the previous three stages, and is the execution of a legacy plan that is as intentional, disciplined, and well-managed as the business you built.
Questions about The Founder Formula? Reach out to Kenny! Contact info below.
