The Number
Exit Dimensions
Exit Preferences
Your Roadmap

Compute your Number.

The Number is the investable lump sum that funds your life indefinitely — your personal definition of "enough." We use the Acton Foundation method with Golden Section guardrails.

"Define 'enough' while you still remember what peace feels like. Otherwise, the pull of more will keep you walking when the sun is already setting."

— Tolstoy's Parable of Pahom

List your total annual living costs. We'll add 20% automatically to catch omissions.

We double your gross required income to account for taxes.

Gross required = Expenses × 1.2 × 2 = $0

What annual real return do you expect from a diversified portfolio?

Pre-commit how your proceeds will serve you — not rule you.

Forever Fund

61.8%

Purpose Fund

23.6%

Explorer Fund

14.6%

Weight your exit dimensions.

A meaningful exit is more than a monetary finish line. Rate each dimension's importance to you (0–100), then describe what success looks like. Your weights should total 100%.

Total weight 0%

Map your exit preferences.

These questions help us recommend the exit structures most aligned with your definition of meaningful. There are no wrong answers.

Maximize financial outcome
Getting the highest possible price is the top priority
Preserve legacy and team
Product continuity and team wellbeing matter most
Balanced — financial and legacy
A fair financial outcome without sacrificing what you've built
Yes — I want to continue leading
Stay on as CEO or a key leadership role
Partially — advisory or board role
Stay connected but step back from daily operations
No — clean break
Transition fully and move on to what's next
Critical — non-negotiable
I'd walk away from a deal that doesn't protect my people
Important but flexible
I want protections but understand some change is inevitable
Secondary consideration
The team is strong — they'll land on their feet
Within 12 months
Ready to move quickly if the right opportunity appears
1–3 years
Building toward exit readiness over the next few years
3–5+ years
No rush — focused on long-term value creation first
Yes — I'd roll equity into the next chapter
Partial liquidity now with upside on the second bite
Maybe — depends on the buyer
Open to rolling some equity if the partner is right
No — I want full liquidity
Prefer a complete exit with all proceeds at close

Summarize your definition of a meaningful exit in one paragraph. Integrate financial, personal, and relational dimensions.

Your meaningful exit roadmap.

Based on your Number, dimension weights, and exit preferences, here are the exit structures most aligned with your definition of meaningful.

"Peace, not profit, is the ultimate closing condition. After exit, commit to six months of financial stillness. No new investments, homes, or ventures. Revisit your Enough Number with clear eyes."

— The 6-Month Discipline, Golden Section