Resources
Tools for thinking clearly.
Guides, checklists, and one very useful QR code — for the moments between our conversations.
Guides & downloads
Pre-Liquidity Checklist
Twelve moves for founders in the year before a sale.
Download PDFExecutive Comp Primer
RSUs, ISOs, and 10b5-1 plans in plain English.
Download PDFFamily Meeting Playbook
An agenda for the first — and hardest — family wealth conversation.
Download PDFCharitable Giving Structures
DAFs, private foundations, and CRTs compared.
Download PDF