For founder stock and liquidity events
Financial planning for startup founders before liquidity becomes real.
Founder wealth usually starts as paper value. A good advisor helps you plan the first liquidity, the remaining concentration, the family balance sheet, and the post-exit investment policy before a tender, acquisition, or IPO forces the issue.
Founder planning is not ordinary equity comp
Useful starting points
Founder Stock Planning
How to map ownership, vesting, transfer limits, liquidity windows, and family goals.
Secondary Sale Planning
How to decide whether to sell, how much to sell, and what the proceeds must accomplish.
Founder Liquidity Checklist
The planning items to settle before a tender, acquisition, IPO, or founder share sale.
Get matched with a startup founder advisor
Best fit is usually founders with $1M+ estimated equity value or a potential liquidity event in the next 12 months.
Startup Founder Advisor Match is a matching service. We connect founders with advisors who understand liquidity, concentration, and post-exit planning.