Community folder

Business Owners & Founders

Equity, entities, payroll, permanent establishment, succession, and liquidity events.

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Questions for the community

These prompts are starting points for general information sharing. Add context, experience, and reliable public sources while keeping personal details private.

When should relocation enter exit planning?

Discuss the sequence of residence, vesting, exercise, and sale.

Business Owners & Founders

How do founders measure company concentration?

Account for shares, options, income, guarantees, and business value.

Community conversations

Questions and answers in this folder

Fictional example · Editorial conversation

My clients stay put, but I might move. What should I ask?

Theo N.I run a small business in the U.K. and may move to the U.S. My clients won't move. What questions should I take to my first adviser call?

Daniel C.I'd draw a simple picture: where you live, where you work, who pays you, and where the company is set up.

Read the full sample exchange · fictional personas

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