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.

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Exit to Excellence Helps Founder Build Business Independence Through Multi-Year Leadership Transition

Exit to Excellence Helps Founder Build Business Independence Through Multi-Year Leadership Transition

Exit to Excellence Helps Founder Build Business Independence Through Multi-Year Leadership TransitionJerome Myers
Published on: 01/08/2026

Exit to Excellence announces the successful completion of a multi-year founder advisory engagement that strengthened Business Independence by reducing Reciprocal Reliance. This anonymous Founder Observatory case explores how leadership transfer, orga

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Exit to Excellence Guides Owner Through 503-Home Portfolio Transition Using a 721 Exchange

Exit to Excellence Guides Owner Through 503-Home Portfolio Transition Using a 721 Exchange

Exit to Excellence Guides Owner Through 503-Home Portfolio Transition Using a 721 ExchangeJerome Myers
Published on: 01/07/2026

Most founders spend years preparing to close the transaction and almost no time preparing for everything that comes after it. This case study examines how one real estate entrepreneur navigated the sale of a 503 unit multifamily portfolio while confr

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