The Successor Is Not the Only One Being Tested
Successor readiness is not a personality verdict. This field case shows how to test the leader, the seat, and the organization with observable evidence.

Successor readiness is not a personality verdict. This field case shows how to test the leader, the seat, and the organization with observable evidence.

The company may depend on the founder to function while the founder depends on the company to feel useful. The Three C Tests reveal the exchange.
Jerome Myers explores why founders often need more than financial planning after selling a business and how advisors can better prepare clients for the transition beyond the transaction.
Post-Exit Alignment is the deliberate fit among deal terms, continuing role, daily structure, relationships, health, prosperity, and contribution after ownership changes.
Jerome Myers joins Financial Advisor Magazine’s Beyond Enough webcast series to explore identity, structure, and fulfillment beyond financial security.
Jerome Myers explains the Transaction Illusion and why a successful business sale cannot design the founder’s identity, structure, or next life.