The Pre-Exit Survey · Kelowna, BC
You don’t have time for another sales call. You need to know where you stand before it’s too late.
The Pre-Exit Survey is the Sovereignty Survey I run for every client, built specifically for founders who haven’t sold yet: your exit readiness, your LCGE exposure, your HoldCo structure, and the risks nobody’s told you about yet. Just the work, delivered directly.
$1,500 flat. One working session. One written plan.
The Clock You Don’t Know Is Running
$1,275,000
The LCGE shelters up to this much of your gain, tax-free (2026 indexed amount).
24 months
The window before your sale over which your corporation’s active-asset test is assessed.
If you plan to sell in the next five years, the decisions that determine what you actually keep have already started. The Lifetime Capital Gains Exemption shelters up to $1,275,000 of your gain, tax-free, but only if your corporation passes an active-asset test assessed over the 24 months before your sale. Passive cash, investments, and rental income sitting inside your operating company can quietly disqualify you, and by the time a buyer shows up, it’s too late to fix.
Most founders find this out from their accountant, during the deal. I’d rather you find out from me, years before there’s a deal to lose it in.
What You Get
The Pre-Exit Survey is a structured process, not a sales call. I map your business structure, your HoldCo situation (or lack of one), your compensation architecture, and your LCGE exposure, and identify what needs to change and by when.
You leave with three things:
Where You Stand
A Stabilization Map
Where your personal and corporate finances stand today, side by side.
What's at Risk
An Immediate Risk Scan
What could cost you money or LCGE eligibility if it isn’t addressed in the next 12 to 24 months.
What to Do
A 30-Day Action Framework
The specific next steps, in order, starting with what needs to start now.
All of it is delivered through a 90-minute working session, the one meeting in this whole process, focused entirely on your numbers, not on selling you anything else.
Why There’s No Call Before You Start
Most of my work starts with a free Clarity Call, and if you want that, it’s available elsewhere on this site. This page is built for a different kind of reader: someone who already knows the LCGE clock is running, already knows they need a plan, and doesn’t need to be talked into it.
If that’s you, start the Survey directly below. If you still have a question first, Ask Georgia, my private intake specialist, any time. No pitch, no phone call, just answers.
Why Trust This Without Talking to Me First
I’m Rolf Issler, BMgt (Hons), CLU, a Sudden Wealth Specialist and the founder of ProsperWise Advisors in Kelowna, BC. I built the Sovereignty Operating System™ specifically for founders navigating a business exit, and the Survey is the same process I run for every client before anything else happens.
The Pre-Exit Survey is that same process, the same Stabilization Map, Risk Scan, and Action Framework every client gets, just built to answer what a founder who hasn’t sold yet actually needs to know.
The Survey is a flat fee: $1,500, corporate. That fee doesn’t change based on what you decide afterward, whether you bring me in to build the Virtual Family Office or take the plan and run it yourself. I’m paid to do the work, not to close you on the next step.
“My accountant was brilliant at running the business. My lawyer was brilliant at protecting it. Nobody was looking at what was happening to my personal finances while I was scaling. Rolf built a structure that ran beside the company, so when the exit came, I was actually ready for it.”
Growth-Stage Founder, Kelowna, BC
Common questions
Is this actually a sales pitch in disguise?
No. The Survey is a working session built around your numbers: your HoldCo situation, your LCGE exposure, your 30-day risks. What you do with the plan afterward, including whether you ever work with me again, is entirely up to you.
What if I’m not selling for another 3 to 5 years?
That’s exactly who this is built for. LCGE purification takes up to 24 months to execute properly. The earlier you start the clock, the more options you have.
What happens after I pay?
You’ll get a short intake to gather the basics, then a 90-minute working session where I map your situation. You leave with a Stabilization Map, an Immediate Risk Scan, and a 30-Day Action Framework, in writing.
What if the Survey tells me I don’t need to do anything yet?
Then that’s what you’ll hear. The Survey isn’t built to manufacture urgency, it’s built to tell you the truth about where you stand, even when the truth is “you’re in better shape than you think.”
Is the Pre-Exit Survey different from the Sovereignty Survey I’ve seen elsewhere on your site?
No. Same process, same fee, same deliverables. I built this page specifically for founders who haven’t sold yet, so the content speaks directly to LCGE timing and HoldCo readiness instead of what to do after a wire lands.
I still have a question before I commit.
Ask Georgia, my private intake specialist, any time. No pitch, no phone call, just answers.
Start the Pre-Exit Survey
$1,500 flat fee. One working session. A written plan you keep either way.