Real Wealth Needs a Real Plan. This Is It.

Before you exit, read this. After you exit, you’ll wish you had.

A direct, 140-page field guide to navigating taxes, heirs, liquidity, and legacy

The Playbook Elite Founders Wish They Had Sooner

Built from decades of behind-the-scenes experience helping high-net-worth founders simplify complex wealth transitions.

If you care about your family more than your balance sheet, this book belongs on your desk. It tackles the destroyers of legacy head-on.

The Audiobook for Founders in Transition

You’ve built the business. Now it’s time to protect what comes next. Navigating the Wealth Transition Maze isn’t theory—it’s a real-world guide for business owners facing liquidity, legacy, and life after the exit.

With practical tools and behind-the-scenes stories, this audiobook shows you how to lead your family, align your advisors, and preserve what matters most—without the overwhelm.

It’s not just strategy. It’s your next chapter—clarified.

Navigating the Wealth Transition Maze

What You’ll Discover Inside

  • The single emotional blind spot that derails most founder exits — and how to spot it early (Chapter 1)

  • Why “success” often makes wealth transitions harder, not easier (Chapter 1)

  • The 3 silent destroyers of legacy most families never talk about (Chapter 2)

  • A proven way to talk to your heirs about money — without causing resentment (Chapter 2)

  • Why advisors rarely address the real reason founders feel lost after an exit (Chapter 1)

  • How your values can become your greatest transfer tool — more powerful than a trust (Chapter 2)

  • The most common estate planning structure for wealthy families — and when it backfires (Chapter 3)

  • How to reduce family drama using one unexpected document (Chapter 3)

  • Why “tax strategy” is not the same as “wealth strategy” (Chapter 4)

  • The simple planning habit that saved one family millions in capital gains (Chapter 4)

  • How to create an “heir-readiness” plan — before your kids inherit anything (Chapter 2)

  • What every founder should ask before taking advice from a financial advisor (Chapter 1)

  • How most wealth plans are built backwards — and how to flip the script (Chapter 3)

  • A founder’s guide to staying invisible to predators and opportunists post-sale (Chapter 5)

  • The #1 myth about charitable giving that costs families dearly (Chapter 4)

  • How to use “wealth framing” to prevent entitlement in the next generation (Chapter 2)

  • The most overlooked step in preparing for a liquidity event (Chapter 1)

  • What private equity buyers won’t tell you in a deal — but you must know (Chapter 5)

  • Why your attorney, CPA, and advisor might be creating more chaos than clarity (Chapter 3)

  • A 3-phase framework to organize chaos during a high-stakes transition (Chapter 3)

  • How a family lost $14M in estate taxes from one preventable error (Chapter 4)

  • The right way to integrate business value with personal wealth — without confusion (Chapter 3)

  • What to do before your liquidity event to avoid regret after it (Chapter 1)

  • How to lead your family without being controlling — a legacy leadership lesson (Chapter 2)

  • A better way to use trusts that creates both protection and flexibility (Chapter 4)

  • Why most post-sale founders feel financially fragmented — and how to fix it fast (Chapter 1)

  • How to align your plan with your spouse, heirs, and impact goals — without overwhelm (Chapter 2)

  • What 8-figure founders often get wrong when they “de-risk” their future (Chapter 5)

  • The powerful mindset shift that turns wealth into fuel, not friction (Chapter 1)

  • How to organize your advisory team around your vision, not theirs (Chapter 3)

  • Why “tax efficiency” alone won’t protect your legacy (Chapter 4)

  • How to set your family up to thrive — even if the market doesn’t (Chapter 4)

  • The one page every founder should create for their heirs (Chapter 2)

  • A powerful framework to help heirs make better decisions under pressure (Chapter 2)

  • The biggest mistake advisors make with founders — and how to avoid it (Chapter 3)

  • How to choose your “quarterback” — and why most founders wait too long (Chapter 3)

  • The true purpose of a family office — and when not to build one (Chapter 5)

  • Why legacy has nothing to do with net worth — and everything to do with clarity (Chapter 2)

  • The key to filtering bad investment pitches from trusted friends (Chapter 5)

  • Why liquidity often brings confusion, not peace — and how to reverse that (Chapter 1)

  • How one founder saved $6M with a 90-day planning window (Chapter 4)

  • The real reason you feel pressure from your advisors — and what to do about it (Chapter 3)

  • How to use philanthropy to unite generations — not divide them (Chapter 4)

  • What to say when your kids ask, “How much are we getting?” (Chapter 2)

  • Why most succession plans fail the “spouse test” — and how to pass it (Chapter 2)

  • The hidden downside of buying another business post-sale (Chapter 5)

  • How to protect wealth from lawsuits, taxes, and lifestyle creep (Chapter 4)

  • A single sentence that will shift how your heirs think about money forever (Chapter 2)

  • Why you must audit your advisory team before your sale — not after (Chapter 3)

  • What it really means to “future-proof” your family’s financial life (Chapter 5)

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