For Founders

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

Every 7-, 8- or 9-figure exit is really decided in the eighteen months of structuring before term sheets arrive. ASJ Group works with founders on pre-sale structuring, holdco optimisation and post-exit private wealth.

Overview

How we work with founders.

Every serious exit — trade sale, IPO, secondary — is decided in the eighteen months before the term sheet arrives. Shareholding, tax residency, holdco domicile, EMI or EOT overlays, and the trust or foundation into which post-tax proceeds will roll are all more tractable before the deal than during it.

ASJ Group works with founders on pre-sale structuring, holdco optimisation and post-exit private-wealth infrastructure — running alongside the M&A counsel who will negotiate the transaction itself.

We are not brokers. We do not take a percentage of the deal, we do not introduce buyers, and we do not receive commissions from any bank, custodian or asset manager on the post-exit side. Everything is fixed-fee, in writing.

Common failure modes

What we've seen go wrong.

  • Starting structuring inside the term-sheet window, when residency and holdco changes trigger anti-avoidance provisions
  • Rolling proceeds straight into a personal investment account, losing decades of compounding to unnecessary tax
  • Consolidating into a single UK or US holdco that maximises rather than minimises exposure
  • Missing EMI, BADR/Investors' Relief, QSBS or equivalent time-limited reliefs by weeks
Typical engagement

The shape of the work.

Every engagement is fixed-fee, director-led, and quoted in writing before any work begins.

  1. 01Pre-sale diagnostic and options memorandum (2–3 weeks)
  2. 02Structure implementation: holdco, share reorganisation, trust or foundation settlement
  3. 03Coordination with M&A counsel through the transaction
  4. 04Post-exit private-wealth stack: banking, custody, residency, succession
Frequently asked

Questions we hear from founders.

When should we start?
Eighteen to twenty-four months before a target exit gives full flexibility. Twelve months still allows meaningful structuring. Under six months narrows options materially — but there is almost always something worth doing.
Do you replace our M&A lawyer?
No. ASJ Group owns the pre-sale structure and the post-exit wealth stack. Your corporate counsel runs the transaction itself. The two engagements are designed to sit alongside each other.
Can you help before the business is sale-ready?
Yes. A material portion of our founder work is for businesses two to five years from any exit — putting the holding structure in place so future decisions are simple choices rather than emergency rebuilds.