The Exit Experience.

Why Founders Leave Advisors After an Exit | Founder Observatory

Why Founders Leave Advisors After an Exit | Founder Observatory

Why Founders Leave Advisors After an Exit | Founder ObservatoryJerome 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.

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

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.

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Exit to Excellence Helps Owner Improve Transaction Value and Build Work Optionality Through a Multi-Year Founder Transition

Exit to Excellence Helps Owner Improve Transaction Value and Build Work Optionality Through a Multi-Year Founder Transition

Exit to Excellence Helps Owner Improve Transaction Value and Build Work Optionality Through a Multi-Year Founder TransitionJerome Myers
Published on: 31/12/2025

Exit to Excellence helped an anonymous owner improve transaction value by more than 30 percent, create more than $1 million in additional gains, preserve recurring income, and build Work Optionality.

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