The Exit Experience.

Reciprocal Reliance: When Founder and Company Need Each Other

Jerome Myers

Published on: 06/10/2026

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.

KEYWORDS Reciprocal Reliancefounder dependencybusiness independenceowner dependencyfounder transitionbusiness owner exitkey person riskfounder identitysuccession readinessleadership transitiondecision rightsfounder centralityenterprise transferabilitypost exit planningfounder readinesscultural transfercustomer relationship transfersuccessor legitimacyfounder significancechosen contributionThree C TestsExit Risk AssessmentJerome MyersFounder ObservatoryExit to Excellence

Why Founders Leave Advisors After an Exit | Founder Observatory

Jerome Myers

Published on: 01/10/2026

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.

founder transitionfounder exitbusiness owner exitexit planningfounder identitypost exit planningentrepreneur transitionfounder psychologyfounder regretbusiness successionsuccession planningliquidity eventbusiness saleselling a businessfinancial advisorwealth advisorexit strategyfounder observatoryexit to excellenceJerome Myersfounder advisorypost exit lifelife after selling a businessbusiness owner identityfounder purposeexit readinessemotional impact of selling a businessbusiness transition planningadvisor client retentionfounder personal planning

Financial Advice Doesn't End at Closing. Neither Does the Founder's Journey.

Jerome Myers

Published on: 06/08/2026

Jerome Myers explores why founders need preparation beyond the transaction and how advisors can better support the transition after selling a business.

founder exitbusiness owner exitexit planningfounder identitypost exit planningentrepreneur transitionfounder psychologyfounder regretbusiness successionsuccession planningliquidity eventbusiness saleselling a businessfinancial advisorwealth advisorexit strategyFounder ObservatoryExit to ExcellenceJerome Myersfounder advisorypost exit lifelife after selling a businessbusiness owner identityfounder purposeexit readinessemotional impact of selling a businessbusiness transition planningadvisor client retentionfounder personal planning