The Founder Financial Audit

What you've built
deserves a strategy
to match.

Most founders are equity-rich and planning-poor. This audit changes that — in a single conversation.

Begin Your Audit →
What This Is

A candid look at the seven dimensions of founder wealth.

Not a sales pitch. Not a generic checkup. A structured conversation designed to surface what’s working, what’s exposed, and what’s being left on the table.

7×
Areas
Reviewed
~60
Minutes
Total
1
Clear
Gap Map
Seven Dimensions

Everything that matters, reviewed together.

01
Company Snapshot
How the business is structured to build personal wealth.
02
Risk & Protection
What happens to the plan if something breaks.
03
Wealth Accumulation
Tax-advantaged strategies and outside-the-company assets.
04
Tax Strategy
Proactive planning — not just filing a return.
05
Cash & Liquidity
Whether your money is actually working for you.
06
Exit & Succession
Pre-transaction planning, QSBS, and the liquidity event.
07
Estate & Legacy
Ensuring what you’ve built transfers on your terms.
How It Works

A structured conversation. A clear outcome.

1
We review together

The audit runs as a guided conversation. We work through each section in real time — your numbers, your situation, your priorities. No forms to fill out in advance.

~45–60 minutes
2
We rate each dimension

Each of the seven areas gets a live rating — Strong, Moderate, or Gap. By the end you have a visual map of where you stand, not just a vague sense of where to look.

Built in real time
3
You leave with a plan

A gap analysis summary and prioritized action list follows within 48 hours — specific to your situation, your timeline, and what matters most.

Delivered in 48 hours
Who This Is For

Built for founders at every stage.

Whether you’re running a profitable company or sitting on pre-IPO equity, the same blind spots show up — just with different urgency.

Begin Your Audit →
I.
Operating Owners
Bootstrapped or profitable businesses generating $2M–$20M+ in revenue. The risk is different from a VC-backed founder — but the blind spots often aren’t.
II.
Venture-Backed Founders
Equity-rich, pre-liquidity, often cash-constrained. QSBS, exercise strategy, and pre-exit planning are time-sensitive in ways most founders don’t realize until it’s too late.
III.
Post-Exit Founders
Navigating a liquidity event or recently closed. The question shifts from how to grow it to how to protect and deploy it without giving it away in taxes.
IV.
Executives & High-Earners
Equity compensation, deferred comp, and concentrated positions require a different kind of planning than a traditional savings-and-retirement approach.
Clarity
You leave with a precise picture of where you stand — not a vague sense of what to worry about.
Strategy
Every finding connects to an action. We don’t audit for audit’s sake — we build toward something.
Stewardship
The goal isn’t just to grow wealth. It’s to make sure what you’ve built transfers on your terms.