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Design an Exit Plan Beyond Distribution
Three working sessions to surface the real issues getting in the way of your exit, clarify what you want for yourself, your business, and your family, and leave with a written, prioritized plan — scoped, timelined, and priced — for the legal and governance infrastructure it will take to support that vision.
By the end of the sprint, you'll have a written, prioritized plan for what you want to happen when you exit, and the next steps — scoped, timelined, and priced — to make it happen.
You’re frustrated about being asked and not having a concrete answer to
“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, a buy-sell agreement, some version of a succession plan. You've done your own research, too.
Yet, you keep hitting a wall — 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.
It's that the existing advice doesn't account for everything you need to consider.
Most business owners come to this sprint stuck on one of these:
- My advisors each have a piece of it, and no one is looking at the whole picture.
- My family isn't aligned, and I don't know how to start that conversation.
- I've been meaning to deal with this for years and keep pushing it out.
- I don't know whether my business is actually ready for a transition.
- I don't know who should lead, or whether they're ready.
If any of these sound familiar, this sprint was built for exactly that.
The existing advice focuses on what happens to the assets. But what about the people?
You don't want that 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 the concerns and practical questions you've been carrying, so they're accounted for in the plan forward.
Then, you’ll have a written, prioritized plan
for what you want to happen when you exit, and the next steps — scoped,timelined, and priced —
to make it happen.
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.
Clients asked for help 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.
In this role, I bring that same enterprise thinking to what my clients were asking for. Like in-house counsel for a business, we serve as counsel for you and your family — translating the business and relational realities of your family into legal architecture and governance.
How this works
Three weeks. Three meetings — one live, two-hour working session per week. That's the entire ask on your calendar.
This is the first step: clarity before deeper planning or implementation. By design, it does not include a full legal audit, legal drafting, or tax analysis.
Instead, we work through your specific business and human reality together, and you leave with a clear recommendation on what to build next.
Before Week 1. You will answer a questionnaire and upload documents to a secure portal.
Week 1 Working Session. We will look at where things stand today.
Week 2 Working Session. We will narrow the options.
Week 3 Working Session. We will review the action plan together.
You'll leave with a plan for your exit beyond distribution, and
know what to do first.
1. Clarify your vision beyond present-day operations and look decades into the future.
2. Surface sensitive concerns regarding exit dynamics and family implications.
3. Define concrete exit goals that hold both business and family realities together.
4. Identify the legal infrastructure required to support your transition.
5. Understand the governance frameworks necessary for your family and business to reach your goals.
6. Map out a clear next step to bring your exit goals to your key advisors and family members.
Founding Client Investment $10,000
Includes portal access, pre-sprint document review, three structured working sessions, focused analysis, and a plan delivered and reviewed together at the end of the Exit Planning Sprint.
If your plan isn't delivered by the date we commit to, we'll continue the work at no cost until it is.
Ready to design an
Exit Plan Beyond Distribution?
Tell us briefly where you are in your exit process. If it's a fit, we'll schedule a time to talk and get you started.
Most clients hand execution to us as their Enterprise Counsel once the plan is set.
Get started:
1. Share your details below. Tell us briefly where you are in your exit process.
2. Get Started. If we're a fit, we'll reach out to get started.