Turn a topic or headline into a focused client conversation. Bring together the source, the planning questions, and the information you need before recommending a next step.
BUILD YOUR CONVERSATION AGENDA
A more useful client meeting starts here.
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THE PERIMETER / MEETING NOTES
Founders & business exits
A business exit changes more than an investment account. It can change cash flow, identity, tax exposure, family decisions and the level of risk a founder is willing to take. Preparation is useful before the transaction terms are final.
Discussion priority
Clarify the decision, time horizon and constraints.
Questions to explore
What portion of the announced price is cash available to my household?
Which planning decisions must be made before signing or closing?
What new risks replace the operating-business risks I know well?
How will my advisor, CPA and attorneys coordinate?
Bring to the conversation
Prepare a proceeds bridge from enterprise value to household liquidity.
Separate cash, contingent payments and retained equity.
List household goals for the first three years after an exit.
Create a coordinated pre-close decision calendar.
An educational agenda. Review source material and adapt to the client’s circumstances. Professionals should follow their own compliance and recordkeeping procedures before sharing.
