Specialism

Founders / Exit Planning.

Freedom of money, purpose and time — designed around the exit, not after it.

For founders and business owners before, during or after a liquidity event. The deal is one day; the life it funds is the next thirty years. We design the personal side of the transaction — what the proceeds must fund, how the wealth is structured, and who you become once the business no longer holds your diary.

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A founder at a desk in a quiet, light-filled office, considering the next chapter.

By referral & invitationLondon · Dubai

Who this is for

Owners preparing a sale, taking partial liquidity, or handing the business to the next generation — and those already through it, wondering what the money is now for.

We are not corporate finance advisers. We work on the personal wealth and life architecture that sits either side of the transaction, running through the same Quantum Compass and the same five-step process every client follows.

What we focus on

The personal side of the transaction.

Pre-exit personal wealth design

Establishing what the proceeds actually need to fund — before the deal defines it for you.

Post-exit complexity

Cash, investments, identity and time. The quiet part nobody prepares founders for.

Aligning the deal with True North

Testing the outcome against purpose and relationships, not only the headline number.

A bridge into ongoing coordination

Where complexity stays high, the work continues through the Compass process or Family Office.

Fees

Transparent, and the same wherever we go deep.

Exit work is charged on the same published basis as the rest of the practice — a fixed architecture phase followed by a transparent ongoing fee. We do not sell our own products, receive commissions on investment or pension business, or favour off-the-shelf solutions.

View the full fee schedule

Explore Further

Retirement Planning