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What we score
Six categories decide what an exit is actually worth
The same six areas we use with every Moment client. Built for founders, scored against the standards we've seen at seven, eight, and nine-figure exits.
01
Income Planning
Owner comp, distributions, and the post-exit paycheck most founders never plan for.
02
Tax Planning
QSBS, trust strategies, charitable structures, and the moves that have to happen before the LOI.
03
Risk Management
The boat sinkers. Liability, key person, disability, and the gaps between your business and personal coverage.
04
Estate Planning
Trust structures, gifting windows, and the documents that should already exist before any deal closes.
05
Investment Management
What happens to a concentrated position once it becomes liquid. Diversification, taxes, and a plan that lasts.
06
Team Coordination
CPA, attorney, banker, advisor. Someone has to run point. We score whether yours is doing it.
The Entrepreneur Scorecard
How does your financial picture
stack up?
The Entrepreneur Scorecard tells you exactly where you stand and where you're exposed before the LOI lands. Free answers in 2 minutes.
