John Cohen

Empowering aspiring and established UHNW Individuals with strategies to create and maintain their dream lifestyle. All views = mine | posts ≠ Advice

[John Cohen @John_cohen55]

8/ Smart founders understand tax-efficient investment vehicles and plan accordingly before the exit process begins.

[John Cohen @John_cohen55]

7/ Post-exit choices also depend on financial literacy. For some founders with smaller exits, securing housing comes first: "It was all about security." Others might angel invest or launch again.

[John Cohen @John_cohen55]

5/7 - 6 Months Before:

Too late for:
- QSBS planning
- Trust strategies
- State residency
- Entity restructuring

Only now starting? You're leaving 8 figures on the table.

[John Cohen @John_cohen55]

4/7 - 12 Months Before:

- Stock option exercises
- Gift tax planning
- Trust funding
- Asset location strategy

The "no regret" moves that save millions

[John Cohen @John_cohen55]

3/5 Smart Timing:

Up rounds = Sell some
New investors = Exit opportunity
Secondary sales = Strategic timing
Sometimes you don't want to wait for the perfect exit

[John Cohen @John_cohen55]

2/5 Risk Reality Check:

- Market shifts
- Regulatory changes
- Tech disruption
- Team departures

Any ONE can cut valuation by 70%

[John Cohen @John_cohen55]

4/6 The 4-Layer Model:
- Strategic decisions (you)
- Tactical choices (advisors)
- Operations (family office)
- Administration (support team)

[John Cohen @John_cohen55]

3/6 Infrastructure Requirements:
- Global concierge team
- Family office hub
- Lifestyle administration
- Decision delegation system