Founder reviewing pre-sale structuring documents with an adviser
For Founders

From first round to liquidity event — structured to hold.

Pre-sale structuring, founder mobility, and the cross-border vehicles your buyer's lawyers will read on the closing day. Director-led, written, defensible.

Avg. deal size advised
$8–40M
Pre-sale lead time
11 wks
Banks lined up pre-close
3 typical
Jurisdictions per file
2–4
The position

Most founders don't lose value at sale. They lose it twelve months before.

The decisions that determine your effective tax position on a sale are made long before the buyer is identified — share class structure, residency, holding-vehicle jurisdiction, founder relief eligibility. We work with founders from pre-Series B through five years post-close. Half our founder mandates close inside eleven weeks; the other half are multi-year retainers running across the founder's holding company, family trust and post-sale family office.

What we solve for founders

Four questions every founder needs answered in writing.

01

What is my position today?

Residency, share structure, founder reliefs available, CFC exposure on offshore companies, exit-tax exposure if moving. Written diagnosis in five business days.

02

What changes if I sell in 12 months?

Modelled scenarios across base case, buyer-driven roll-over, earn-out structures and partial roll. Tax outcome quantified for each.

03

Where should the holding vehicle sit?

BVI, Cayman, UAE, Singapore, Cyprus — modelled against your existing residency and the most likely buyer's jurisdiction. Banking pre-qualified before formation.

04

What about the family after the sale?

Trust and foundation structures, generational continuity, mobility for family members, family-office set-up when liquidity demands it.

$40M
Largest single founder mandate this year
11 wks
Typical pre-sale structuring window
Director
Owns your file kick-off to close
Where we operate for this audience

The jurisdictions this audience uses most often.

We hold active relationships with formation agents, regulators, banks and counsel in each. Other jurisdictions available on engagement.

Common questions

What founders ask in the first call.

Earliest is best — twelve months gives full optionality. Three months is workable. Inside thirty days we'll tell you honestly what can and cannot be done.

Get a written diagnosis

Five days to a written diagnosis. Eight weeks typical to implementation. Director-led throughout.

Or call a director directly · +852 5161 5505