Phase 7 · Scale · Sustain · Expand · From Traction to Legacy
Wealth & Legacy Planning (Founder)
You have spent years building business value. Wealth planning is how you make sure that value becomes the life and legacy you intended — not an outcome you left to chance.
Founder wealth and legacy planning is the strategic advisory that bridges the gap between business value and personal financial outcome — helping founders convert enterprise equity into personal wealth, structure their financial affairs for long-term security, and plan the legacy they want to leave for family, cause, or community. We work alongside personal and professional advisors to design the plan that reflects both the financial ambition and the personal values of the founder.
The Pain We Solve
You may recognise yourself in one of these.
Three audience scenarios · because the same service produces a different transformation depending on where you are in the business journey.
Scenario 1
The founder approaching exit without a personal financial plan
All the value is in the business and the plan for converting it into personal financial security is vague. The exit is a once-in-a-career event — and the consequences of getting the planning wrong are permanent.
Scenario 2
The successful business owner who has never addressed personal wealth outside the business
The business is the financial plan. But putting everything into one asset — even a valuable one — is a concentration risk. Diversification, tax efficiency, and succession have never been properly addressed.
Scenario 3
The founder who wants their wealth to reflect their values
The financial outcome of the business journey is real — but the founder wants it to be deployed in a way that reflects what actually matters: family security, philanthropic impact, or leaving a business that outlives their involvement.
The Impact It Creates
The Moment You Will Feel the Difference.
Business value converted into a structured, diversified personal wealth plan
Tax efficiency maximised across the exit and post-exit phases
Family financial security designed and implemented alongside the business transition
Legacy intention translated into a concrete plan — philanthropic, familial, or institutional
What You Receive
The Specific Deliverables.
Tangible outputs · documented, dated, and yours to keep.
- Personal financial audit — assets, liabilities, and current wealth position
- Exit tax planning — EIS, SEIS, entrepreneurs relief, and structuring options
- Wealth diversification strategy post-exit
- Family wealth governance and succession structure
- Philanthropy and impact investment advisory
- Legacy planning framework — business, personal, and philanthropic
The Outcome
Where You Will Be on the Other Side.
The founder's financial outcome from the business journey reflects the effort, the risk, and the values that drove it — with the tax efficiency, the diversification, and the legacy structure that turns commercial success into lasting personal impact.
Primary Focus
Designing a personal wealth and legacy plan that converts business equity into structured, tax-efficient, and values-aligned personal financial outcomes for the founder.
KPI Measurement
- Net personal wealth post-exit vs pre-exit
- Tax efficiency on exit proceeds
- Wealth diversification ratio
- Legacy fund established vs intended
- Personal financial security score
Investment & ROI
Pricing Engineered Around the Value You Create.
Every engagement is sized against the value we believe we can create with you · the fee is always a fraction of the outcome. Four tiers · so the investment matches your stage of business.
Tier 1
Foundations
£5,000 – £15,000
Right for
Pre-startup, startup, and micro-business founders ready to build on evidence rather than instinct.
Typical Value Created
£250K+ in scale-readiness, governance maturity, and expansion clarity
Engagement
4 – 8 weeks
Target Return
5 – 10× ROI
within 12 – 18 months
Tier 2
Acceleration
£15,000 – £50,000
Right for
Growing SMEs and established small businesses ready to scale a working model into the next revenue band.
Typical Value Created
£1M – £10M in expansion velocity, new-market revenue, and capital readiness
Engagement
8 – 16 weeks
Target Return
5 – 10× ROI
within 12 – 18 months
Tier 3
Transformation
£50,000 – £250,000
Right for
Medium enterprises and scale-stage businesses ready to commit to a multi-quarter, organisation-wide shift.
Typical Value Created
£5M – £50M in scale outcomes, M&A optionality, and leadership-capability uplift
Engagement
3 – 9 months
Target Return
5 – 10× ROI
within 12 – 18 months
Tier 4
Enterprise
£250,000 – £2M+
Right for
Large enterprises, global operators, and complex organisations ready for a multi-year strategic partnership.
Typical Value Created
£25M+ in enterprise value created, capital events optimised, and legacy structures built
Engagement
12 months and onward
Target Return
5 – 10× ROI
within 12 – 18 months
Why We Price This Way
Every engagement is sized around the value we believe we can create with you. The fee is always a fraction of the outcome · typically 10 – 20% of the expected first-year return.
This is how we make sure pricing aligns with results. The conversation is never “what does this cost?” · it is always “what is this worth to your business?” We answer that together in the first call, transparently, and decide the right tier from there.
If we cannot articulate a credible 5–10× return for your specific situation, we will tell you in the first call. That honesty is part of why our clients trust us with the work that matters most.
Why This Conversation Matters
“Building a great business is one of the most significant things a person can do with their professional life. Making sure the financial outcome of that journey is structured, protected, and purposefully deployed is how the story ends well.”
A 90-minute structured strategy session · produces a usable roadmap whether you engage further or not.
More in Phase 7