The Exit Experience.

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

The Questions Founders Ask Before They Consider an Exit

Jerome Myers

Published on: 16/08/2026

Most founders don't start by asking whether they should sell their business. They begin with deeper questions about purpose, identity, fulfillment, and what's next.

founder exit planningbusiness owner transitionfounder identitylife after business ownershipentrepreneur purposefounder fulfillmentfounder burnoutsuccession planningentrepreneur transitionbusiness owner identityfounder legacyexit readinessfounder journeyselling a businessfounder psychology

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