Founders / Exit Planning
In brief
For founders and business owners before, during or after a liquidity event. We design the personal side of the transaction: what the proceeds must fund, how wealth is structured and life after the business. We are not corporate finance advisers. Planning tests the outcome against purpose and relationships, not only the headline number.
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.
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 planning phase followed by a transparent ongoing fee. Planning is charged on time at a blended rate of £394.50/hr: straightforward cases from £5,918, moderate complexity £11,835–£19,725, high complexity from £19,725. We do not sell our own products, receive commissions on investment or pension business, or favour off-the-shelf solutions.
How it works
What to expect.
The five-step Quantum Compass process: discovery, analysis, strategic design, coordinated implementation and ongoing review.
01
Deep Discovery
Uncover a complete client profile: core values, personal and professional goals, key relationships, and non-investment concerns.
02
Analysis & Strategic Design
Review current assets, accounts, cash flow constraints, risk profile and legal/tax structures. Formulate a customised wealth plan addressing investment consulting, wealth enhancement, transfer and protection.
03
Coordinated Implementation
Execute the strategy with tailored solutions and specialised professionals. UK regulated advice where required; family-office coordination for cross-border complexity.
04
Proactive Ongoing Review
Scheduled check-ins; adapt as life and markets change.
Questions & answers
Frequently asked questions.
We work with owners preparing a sale, taking partial liquidity or handing the business to the next generation, and those already through an exit 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.
Establishing what the proceeds actually need to fund before the deal defines it for you, and testing the outcome against purpose and relationships, not only the headline number.
Where complexity stays high, the work continues through the Compass process or Managed Family Office.
Exit work is charged on the same published basis as the rest of the practice: a planning phase followed by a transparent ongoing fee. Planning is charged on time at a blended rate of £394.50/hr: straightforward cases from £5,918, moderate complexity £11,835–£19,725, high complexity from £19,725. We do not sell our own products or receive commissions on investment or pension business.
Next step
Let's start with a conversation.
A free, no-obligation call to understand where you are, what you want next, and whether we're the right people to help.
No products. No pressure. Around 30 minutes.