Past Conversation
The Transition of Ownership: A Founder's Session
A focused conversation on succession planning, liquidity events, and the personal decisions that surround exiting a primary asset.
Planning Overview
A focused conversation for a clearer next two step.
We will use this event as an educational planning checkpoint. The goal is to clarify the decision, surface the assumptions, and identify what may deserve a more personal review.
01
Clarify the decision
Start with the planning question the event is designed to make easier to discuss.
02
Review the tradeoffs
Look at the assumptions, constraints, and sequencing issues that can change the answer.
03
Name the next step
Leave with a clearer sense of what deserves follow-up, coordination, or personal advice.
Past Conversation Perspective
A useful review after the live conversation.
Use this recap to revisit the planning frame, compare it with your own assumptions, and decide what deserves a more personal review.
Clarify the decision
Start with the planning question the event is designed to make easier to discuss.
Review the tradeoffs
Look at the assumptions, constraints, and sequencing issues that can change the answer.
Name the next step
Leave with a clearer sense of what deserves follow-up, coordination, or personal advice.
Presented By
Will Osagiede, CFP®, AWMA®
Founder & Wealth Advisor
Will Osagiede is the founder of PeakStone and a wealth advisor focused on helping households, founders, and organizations bring structure to complex financial decisions. His work centers on fiduciary advice, evidence-informed investment discipline, and planning that connects wealth to responsibility, purpose, and long-term stewardship.
“Good advice should make the next decision clearer.”
Educational Notice
PeakStone events are provided for educational purposes only and do not constitute personalized investment, legal, tax, insurance, or accounting advice.
Bring the next planning question into focus.
If this conversation raises a question about your own planning, PeakStone can help evaluate the decision in the context of your broader financial life.