What it is
Post-exit planning: the money after the money
Post-exit planning settles, before the close, how the deal is shaped, where the proceeds land, and what the years after are funded to look like. The FNDRS deal team works the terms with your attorney and CPA; the rest is planned with outside experts for tax, estate, and wealth, and FNDRS gives no wealth advice.
The structure decides what you keep
Your FNDRS deal team works the terms with your attorney and CPA while there is still time to change them.
The proceeds land somewhere on purpose
An outside wealth advisor has the plan for the wire written before it arrives, so nothing sits idle or gets spent by default.
Income, family, and the next thing
Your outside experts plan the income and the family conversation with you, before you decide what to build next.
The post-exit planning matrix
Thirty-six decisions
What a founder decides around the wire, who it is decided with, and when each one closes. Half of the table is settled before the money exists.
Before the close
At
After
Long before
Before the letter
Letter to close
The wire
First months
Year one
Long before
Before the letter
Letter to close
The wire
First months
Year one
What you are buying
A Tuesday that belongs to you
The yacht, the house, the season you spend with your kids instead of your calendar. All of it is downstream of a number, and the number is set before you sign.
On film
A founder, on the water
Joe SeeheyCEO, Cured Nutrition · Colorado
On how his FNDRS Discovery Day showed him the gaps in the business and the plan to close them.
The first year
What founders plan before they celebrate
The owners who enjoy the year after a sale decided these six things before the wire landed. None of them take long. All of them are harder once the money is already sitting there.
The income
What arrives each month once the salary stops, and where it comes from.
The taxes
What is owed, when it is due, and set aside before anything else is spent.
The family
The conversation about what changes, held before the announcement and not after it.
The house
The big purchase, timed and sized so it does not decide the rest of the plan.
The next venture
Whether there is one, how much it gets, and how long you wait before starting it.
The Monday
What you do the first week the business no longer needs you, written down.
Questions
What owners ask about life after the sale
Before the business goes to market, ideally now. The structure of the deal is set during the sale, and once it is signed most of what decides your proceeds is fixed.
Your FNDRS deal team on the sale, an outside wealth advisor on what comes after it, and your own attorney and CPA throughout. We keep the sale in step with them, so the plan is one plan and not four.
The plan for the proceeds is written before the close, so the money has somewhere to go the day it arrives. Where it goes is a decision you make with your advisors, and nothing moves without you.
That is negotiated in the deal. Retention, roles, and any bonuses for key people are part of the terms, and we raise them early so your people are part of the plan rather than an afterthought.
It depends on the buyer and the structure. A strategic buyer with existing management may need three to twelve months of transition. A financial buyer buying a platform may want you for longer, sometimes with a continued equity stake. Your post-close role is one of the terms we negotiate.
It depends on the size of the business and the work involved. We cover it on your first call, and the exit score is free to start.
Build value. Exit better. Then go and live it.
Score the business today and see what the number would fund. Or start the conversation with the people who run the sale.