Beyond the Exit: The Mindset That Defines a Legacy
Venture Banking
You sold your company… now what? Post-exit life is an “identity shift” that most founders are unprepared for.
In this episode, entrepreneurs Mike Lazerow, Kass Lazerow, and Elisha Goldberg have a candid conversation about life after the exit. They discuss the reality of post-exit depression, the fear that still drives them, and the single best piece of advice for any founder who just had a liquidity event: “Don’t buy the plane. Just sit.”
They also cover critical, practical strategies for wealth planning that must happen before an exit, including Qualified Small Business Stock (QSB) and why financial structure is “a sign of confidence.”
ABOUT THIS SERIES This is a Stifel Venture Banking series featuring entrepreneurs, investors, and the Stifel Bank team, covering the complete founder journey from startup to exit… and what comes next.
CONNECT WITH STIFEL An exit is a beginning, not an end. Stifel’s Wealth Management and Family Office teams are built to help founders navigate “what’s next.”
► Plan your legacy with a Stifel Financial Advisor
► Learn more about Stifel Venture Banking, a division of Stifel Bank, Member FDIC
Guests
- Mike Lazerow (Entrepreneur)
- Kass Lazerow (Entrepreneur)
- Elisha Goldberg (CEO, SpotDoc)
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