.png)
One-Week Sprint: Plan for Exit Beyond Distribution
One focused week to surface the real issues getting in the way of your exit and clarify what you want for yourself, your business, and your family. Then, see what legal and governance infrastructure it will take to support your vision.
You’re frustrated about being asked “What do you want to happen when you exit?”
You know it’s important but you don’t know what you don’t know.
Chances are you've been circling this for a while.
You've talked to advisors, consultants, and coaches. You may already have documents — an estate plan, business documents, a buy-sell agreement, some version of a succession plan. You've done your own research, too.
But you and your advisors keep circling — another opinion, another article, another program, or just kicking the can down the road — without ever landing on a next step.
It's not that you haven't tried or thought about this.
The existing advice focuses on what happens to the assets. But what about the people?
You don’t want this to become an afterthought.
You need an exit plan that holds both the human reality and the business reality together.
You need a fresh perspective to zoom out and look at your personal, family, and business reality pragmatically.
You want someone who will take the time to understand you and help you clarify what you're actually trying to build beyond death and distributions.
You want to surface all your concerns, worries, and practical things you’ve been considering, so that they are accounted for in your plan forward.
Then, you’ll have an informed answer to what you want to happen when you exit. And, an understanding of what it will take to make this happen.
Meet Yuki Ku, Your Enterprise Counsel
When I started the firm, I wanted to help business-owning families design their legacy.
A pattern emerged quickly.
Many came in trying to fit their situation into the limited tools that are well known.
The conversations centered on distribution and end-of-life decisions, while they were still actively running their businesses and facing unresolved ownership, leadership, and governance questions.
Planning often stalled.
They cared deeply about their families. They faced real tax exposure. The tools were well tested. Still, something did not feel aligned. Traditional legacy planning asked them to lock in outcomes before the enterprise issues underneath had been worked through — questions like who should lead, how ownership should be structured, how active and inactive family members would be treated, and how decisions would be made over time.
Clients began asking for help beyond documents — to think through ownership, align advisors, and design structures that could carry their intentions forward while they were still living.
Meeting that ask took more than a documents-based practice could offer. I have spent over a decade advising global companies as corporate, Mergers and Acquisitions (M&A), and business counsel, and later served as Head of Legal for a TIME 100 Most Influential Company. That work required enterprise thinking — understanding how ownership, governance, risk, and growth fit together over time.
So I created the Enterprise Counsel role to bring that same enterprise thinking to what my clients were asking for. Just like in-house counsel for a business, we're counsel for you and your family — we translate the business and relational realities of your family into the legal architecture and governance.
How this works
Day 1 — Kick Off. Portal opens. You get access to your private portal, and your questionnaire and checklist go live.
Day 2 — Gather and Prepare. You gather the information you'll need and answer the question questionnaire.
Day 3 — Upload. You upload the questionnaire and documents we'll be working from: ownership records, entity documents, buy-sell agreements, estate planning summaries, whatever currently exists.
Day 4 — Review. We review everything you've provided and do the analytical work behind the scenes: mapping what's in place against what needs to be resolved before your transition can move forward.
Day 5 — Working Session. We meet for a structured working session to ask the questions your documents can't answer on their own, and surface where the real gaps are.
Day 6 — Analysis. We take what surfaced in the session and build your plan.
Day 7 — Plan Review. We walk through your plan together — your goals, the risks to mitigate, the legal, family, and business governance you'll need, and the key conversations you'll need to have to make your vision happen.
What this is not
This is the first step to get clarity before moving into deeper planning or implementation. It doesn't include a full legal audit, legal drafting, or tax analysis.
What you leave with:
Thinking beyond where you are today and what you want to create decades from now
Talk openly about your concerns about how an exit might happen and the family implications that come with it
Articulate your exit goals covering both the business and family together
Understand what needs to be built in terms of legal infrastructure, based on your specific exit goals
Know what you need to put in place in terms of business and family governance, based on your vision
A clear plan for the key conversations you need to have with specific advisors and your family, to set your plan in motion
Investment
$6,500. Includes portal access, pre-sprint document review, one structured working session, full analysis, and a plan delivered and reviewed together at the end of the One-Week Sprint.