Business Exit Strategy · Kelowna, BC
The deal closed. And nobody prepared you for what comes next.
The first 90 days matter more than you realize.
Do this first
If the deal already closed:
Move the proceeds into a secure, high-yield holding account. Not an investment account yet, a holding account.
Don't redeploy any of it, no new investments, no paying off debt, no big gifts, for 90 days. Every one of those can still happen. None of them need to happen this week.
Expect calls. Advisors often reach out within 48 hours of a wire landing. You don't owe anyone a fast answer.
Still pre-sale? The highest-leverage move happens before the deal closes, not after, structuring, purification, and coordinating with your deal team while there's still time to change the outcome. Read about pre-sale planning →
Not ready to talk to anyone yet?
That's normal. Most people aren't, this early.
Georgia is my private intake specialist. Lay out your situation, ask what's actually urgent, understand your options, before any human conversation, and before your name is attached to anything. Your data stays in Canada. Nothing is saved unless you choose to take a next step.
When you're ready, she'll point you to the right next step, a free Clarity Call with me, or straight to the Sovereignty Survey if you already know you want to move.
The Problem Nobody Names
The Post-Exit Void Is Real. It Has a Name.
The day your sale closes is often the most dangerous day of the transition, not because anything's gone wrong, but because your founder instinct pushes toward action while the tax and family implications are still unfolding. I call this The Noise: institutions wanting to move the cash, people around you offering opinions, your own brain wanting to stay in execution mode. My job is to hold that off, coordinating with your legal and accounting team, protecting tax efficiency, and building the post-sale structure before any of The Noise gets to make a decision for you.
Two Different Jobs
Your Deal Team Got the Deal Done. I Integrate What Comes After.
Your Deal Team's Job
Your lawyer, accountant, and broker are elite at one thing: closing the transaction. Their engagement ends at close, as it should.
My Job
I begin where they finish. As your Family CFO for the transition, I build the governance structure, hold off The Noise, and set your Charter before a single dollar is redeployed. The planning and system design are one flat fee, whether you redeploy capital next month or next year, so the pace is set by what's right for you, not by what's billable for me. Where implementation later involves products with built-in commissions or asset-based fees, those are disclosed separately, in advance.
“I had advisors calling within 48 hours of the wire. Everyone had a plan for my money. Nobody had a plan for me. Rolf was the first person who told me to slow down, and meant it.”
Exit Founder, Kelowna, BC
How this works
Week 1
1. The Sovereignty Survey
We map the deal terms, the HoldCo situation, and where capital currently sits, and move proceeds into a secure, high-yield holding account while we do. You leave with a Stabilization Map, an Immediate Risk Scan, and a 30-Day Action Framework.
Months 1–12
2. The Virtual Family Office
We write your Sovereignty Charter: the rules for how this money gets used, what you won't decide under pressure, and what "enough" looks like for you, and assemble your Personal Board of Directors.
After the Charter
3. The Integration
Capital moves into productive use: new investments, real estate, another venture, governed by the Charter, not by momentum.
What Founders Ask Before They Ask Anyone Else.
What should I do after selling my business in Canada?
Move the proceeds into a holding account first, secure, fully liquid, no advisory commitments. Resist deploying capital for the first 90 days while the Sovereignty Charter gets built.
What is the Lifetime Capital Gains Exemption?
It lets qualifying small business owners shelter part of the gain on a sale from tax. Qualifying requires a purification strategy, removing passive assets from the operating company, well before the sale closes.
When should I start planning my exit?
Ideally 3 to 5 years before a sale. That's enough time to de-risk the business and improve the tax and structural outcome before the deal is locked in.
Ready to go further
Most founders start with a free Clarity Call, 15 minutes with me, no pitch. If you already know you're ready to move, you can start directly with the Sovereignty Survey, a structured process that culminates in a 90-minute working session, and leaves you with a Stabilization Map, an Immediate Risk Scan, and a 30-Day Action Framework.