Who we serve
Outrapreneurs
What does your financial life look like after you exit your business? How will the transition be financially structured, and what involvement should you, the founder, have moving forward?
Your identity is interwoven with the business
We understand that an entrepreneur’s identity is interwoven with their business. Letting go, financially and emotionally, can be a struggle. Compound that with knowing when to let go, and indecision starts to look like the best decision available.
Wealth planning for this inevitable life event ideally starts years before the actual transition, in order to identify a worthy successor and to prepare the company and its employees for the pending transfer of ownership.
Why Q5 exists
This is why Financial Architects is part of the Q5 Experience™. Q5 addresses three key elements that make a business transfer successful: in addition to optimising the BUSINESS itself, the FINANCIAL strategy and the PERSONAL interests and fulfilment of the owner and the next generation matter just as much.
It leverages the financial component of Financial Architects, the behavioural component of Empowering Futures, and the expertise of professionals across transition, ownership, operations, valuation and M&A.
By having an exit plan, and starting well before one is needed, the Outrapreneur™ can properly prepare for the transition without walking out the door one day and not coming back the next.
The Architecture for the Fifth Quarter
What we would expect to build with you
- A written transfer plan, which only one owner in five currently has
- A valuation conversation held early enough to still change the answer
- Key-employee retention structured to survive the transition
- A personal financial plan that assumes the sale, rather than hoping for it
Business Exit Institute, 2022 owner readiness survey
Owners are, generally, not prepared for transition.
Figures as cited by Financial Architects from the Business Exit Institute 2022 owner readiness survey.
Exit readiness check
Eight things that are either true or they aren’t.
Tick the ones that are already in place today. Nothing is sent anywhere, and the result is a description of where you stand — not a valuation and not advice.
Most owners we meet tick three.
In place:
This is an educational self-reflection tool. It does not collect your information, produce a financial plan, valuation or projection, and is not investment, tax or legal advice.
Not quite you?
The other two starting points.
Next step
Start with a conversation, not a commitment.
A Discovery Call is 30 minutes with a Lead Financial Architect. No preparation required, and no obligation to move forward.