Post-Sale Wealth Model

Plan your wealth after the exit

$297
90-min workshop

Program Overview

Strategic planning for managing and growing your wealth after a successful business exit, including tax optimization and investment strategies.

What You Get

Wealth planning framework
Tax optimization strategies
Investment allocation models
Estate planning basics
Professional referral network
Ongoing resource access

Session Agenda

0-30 mins

Wealth Assessment

Evaluate your post-exit financial position

30-60 mins

Tax Optimization

Strategies to minimize tax impact

60-90 mins

Investment Strategy

How to grow and protect your wealth

Who This Is For

Founders planning exits

Business owners with significant wealth

Entrepreneurs thinking long-term

Ready to Get Started?

Join other successful founders who have transformed their businesses with this program.