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.

Speaking & Media
The Exit Expedition: How to Sequence Decisions Before, During, and After the Deal

The Exit Expedition: How to Sequence Decisions Before, During, and After the Deal

The Exit Expedition: How to Sequence Decisions Before, During, and After the DealJerome Myers
Published on: 30/07/2026

Most exit plans prepare the company for closing but leave the founder unprepared for what follows. Jerome Myers explains how ascent, summit, and descent change the decisions founders face.

White Paper Library
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

Press Release