Christopher Nelson

Helping You Build Wealth with Tech Equity and become the Founder of Your Financial Independence

In the early 2000s,  my focus was on growing my skills, climbing the ladder, and being where I needed to be to get the job done. 

In 2009, I burned out hard. 

My new plan was to work for equity in tech start-ups and become financially independent.

Swing and Miss, the first start-up company I chose to work for, was going nowhere (equity worth zero). 

What happened? Did I screw up everything?

I chose the company because I was passionate about its mission, but I had not examined it further. I had no real plan.

My next step was to call people that I knew had been successful in working for equity in tech and see what was different in their "playbook."

Key lessons learned after first dead-end tech startup:
 -In trading my time and talent for equity, I need to think like an investor
 -Create a rigorous due diligence process
 -Don't fear failure, stay in the game
 -Keep learning

May 2011, Started at Splunk Pre-IPO

April 19th, 2012 Splunk had a break-out IPO

April 20th, 2012 feelings of anxiety and fear creep in about how to manage the newly generated wealth. 

I had to figure out how to get real income (real estate) into my portfolio. I needed something sending me checks.

Key lessons learned after the first IPO:
 -How to invest in private equity real estate
 -Set up my family for generational wealth
 -Own the result (don't put my future in someone else's hands)

New Mission: Be the Founder of a Micro Family Office to become Financially Independent.

Strategy:
 -Live within paychecks
 -Bonuses for extras
 -Invest all of our equity

I climbed the ladder to become a CIO. 

At the peak, I realized I wanted to build my DIY Family Office more than climb the ladder.

I changed roles and reduced my scope. 

On August 26, 2022, I graduated from my W-2 job to live a lifestyle by design.

I founded WealthOps in 2023 to equip technology professionals with the skills to build and run their portfolios.

My Portfolio:
 -3  Start-Ups I worked for IPOed (SPLK, YEXT, GTLB) <-Traded Time
 -Replaced paycheck with $200k+ of portfolio income
 -Built my Micro Family Office
 -Running a company structured around my life

My Results:
 -Highly Diversified Portfolio - Stocks, PE Real Estate, Debt, Businesses, and VC. 
 -$223 Million AUM with investors
 -7 Investments  gone full cycle with an Avg 19.4% IRR to investors
 -1000+ tech employees being educated on Managing Tech Millions
 -20+  and growing Portfolio CEOs

My mission - 1000+ Portfolio CEOs

Learn more about how I did this, join our free live workshop  →  https://dub.sh/wealthops-linkedin

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David Choe was offered a choice in 2005:

$60,000 cash to paint Facebook's murals - or stock options instead.

Most people would take the cash.

Choe took the stock.

𝗧𝗵𝗮𝘁 𝗱𝗲𝗰𝗶𝘀𝗶𝗼𝗻 𝗯𝗲𝗰𝗮𝗺𝗲 𝘄𝗼𝗿𝘁𝗵 𝗼𝘃𝗲𝗿 $𝟮𝟬𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻.

The chances he would have gotten rich from his art sales alone?

𝘚𝘭𝘪𝘮.

It's the same with your salary.

It will likely never make you wealthy.

But your equity compensation has a chance to.

Last year, over 500,000 people became millionaires in the United States.

The majority didn't get there through salaries or side hustles.

They got there through equity compensation.

RSUs that vested.
Options that multiplied.
ESPP grants that 10x'd.

But here's the trap I see constantly:

Smart people treat equity like a bonus.

Something extra. Nice to have.

They optimize for salary and ignore the life-changing potential in their equity grants.

I've watched tech executives negotiate hard for an extra $20K in base salary.

Then leave $500K in equity on the table because they didn't understand the company's trajectory.

David Choe understood something most people miss:

Your time and talent are finite resources.

But equity in the RIGHT company?

𝗧𝗵𝗮𝘁 𝘀𝗰𝗮𝗹𝗲𝘀 𝘄𝗶𝘁𝗵𝗼𝘂𝘁 𝘆𝗼𝘂.

𝗜𝘁 𝗰𝗼𝗺𝗽𝗼𝘂𝗻𝗱𝘀 𝘄𝗵𝗶𝗹𝗲 𝘆𝗼𝘂 𝘀𝗹𝗲𝗲𝗽.

𝗜𝘁 𝘁𝘂𝗿𝗻𝘀 𝟯 𝘆𝗲𝗮𝗿𝘀 𝗼𝗳 𝘄𝗼𝗿𝗸 𝗶𝗻𝘁𝗼 𝗴𝗲𝗻𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝘄𝗲𝗮𝗹𝘁𝗵.

The difference between $1M and $10M isn't working harder.

It's recognizing when equity compensation creates asymmetric returns.

🔶

If you're sitting on $1M+ in equity compensation and struggling to figure out how to manage it, how to divest it, how to grow it -- I want to invite you to my upcoming live workshop.

I'll teach you how to architect your wealth around a Micro Family Office.


𝗬𝗼𝘂 𝗰𝗮𝗻 𝗿𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗵𝗲𝗿𝗲: https://dub.sh/mN0g8tK

---

Here is what attendees from last months workshop said about it:

𝘐𝘵 𝘸𝘢𝘴 𝘳𝘦𝘢𝘭𝘭𝘺 𝘴𝘵𝘳𝘢𝘯𝘨𝘦 𝘵𝘰 𝘧𝘪𝘯𝘥 𝘴𝘰𝘮𝘦𝘰𝘯𝘦 𝘪𝘯 𝘺𝘰𝘶𝘳 𝘱𝘰𝘴𝘪𝘵𝘪𝘰𝘯 𝘵𝘰 𝘥𝘰 𝘵𝘩𝘪𝘴. 𝘐𝘵'𝘴 𝘵𝘩𝘦 𝘧𝘪𝘳𝘴𝘵 𝘵𝘶𝘵𝘰𝘳𝘪𝘢𝘭 𝘐 𝘤𝘢𝘯 𝘵𝘩𝘪𝘯𝘬 𝘰𝘧 𝘵𝘩𝘢𝘵'𝘴 𝘢𝘤𝘵𝘶𝘢𝘭𝘭𝘺 𝘴𝘢𝘺𝘪𝘯𝘨𝘴 𝘴𝘰𝘮𝘦𝘵𝘩𝘪𝘯𝘨 𝘶𝘴𝘦𝘧𝘶𝘭 𝘢𝘯𝘥 𝘶𝘯𝘣𝘦𝘭𝘪𝘦𝘷𝘢𝘣𝘭𝘦.

- 𝗠𝗮𝘂𝗿í𝗰𝗶𝗼 𝗛.

𝘠𝘰𝘶 𝘫𝘶𝘴𝘵 𝘨𝘢𝘷𝘦 𝘮𝘦 𝘵𝘩𝘦 𝘧𝘳𝘢𝘮𝘦𝘸𝘰𝘳𝘬 𝘵𝘩𝘢𝘵 𝘐 𝘸𝘢𝘴 𝘮𝘪𝘴𝘴𝘪𝘯𝘨, 𝘢𝘯𝘥 𝘐 𝘥𝘪𝘥𝘯'𝘵 𝘬𝘯𝘰𝘸 𝘵𝘩𝘢𝘵 𝘐 𝘯𝘦𝘦𝘥𝘦𝘥.

- 𝗖𝗵𝗿𝗶𝘀𝘁𝘆 𝗪.

𝘐 𝘵𝘩𝘰𝘶𝘨𝘩𝘵 𝘵𝘩𝘢𝘵 𝘸𝘢𝘴 𝘨𝘳𝘦𝘢𝘵. 𝘈𝘯𝘥 𝘐 𝘵𝘩𝘪𝘯𝘬 𝘪𝘵'𝘴 𝘴𝘰 𝘧𝘶𝘯𝘯𝘺 𝘣𝘦𝘤𝘢𝘶𝘴𝘦 𝘵𝘰 𝘮𝘦, 𝘐 𝘸𝘪𝘴𝘩 𝘐 𝘩𝘢𝘥 𝘵𝘩𝘪𝘴 𝘱𝘳𝘦𝘴𝘦𝘯𝘵𝘢𝘵𝘪𝘰𝘯 𝘭𝘪𝘬𝘦 𝘧𝘪𝘷𝘦 𝘺𝘦𝘢𝘳𝘴 𝘢𝘨𝘰.

- 𝗣𝗮𝘀𝗰𝗮𝗹 𝗪.

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Talks about #realestate, #technology, #techstartups, #realestateinvesting, and #financialindependence

I Run My Own Micro Family Office and Teach Others to Do the Same | Founder @ WealthOps

This post from Mitchell Baldridge, CPA, CFP® is hilarious!

Not gold. Not bonds. The Costco hot dog.

Most people with $1M-$30M don't have a wealth management problem.

𝗧𝗵𝗲𝘆 𝗵𝗮𝘃𝗲 𝗮 𝗸𝗻𝗼𝘄𝗹𝗲𝗱𝗴𝗲 𝗽𝗿𝗼𝗯𝗹𝗲𝗺.

Last Wednesday, I watched 49 high-earners realize this in real-time.

Tech executives with 7-figure stock portfolios they're afraid to touch.

Entrepreneurs sitting on $3M in cash, paralyzed by what comes next.

Doctors earning $500K+ but managing wealth like they have $100K in a 401K.

The common thread?

𝘛𝘩𝘦𝘺'𝘳𝘦 𝘣𝘳𝘪𝘭𝘭𝘪𝘢𝘯𝘵 𝘢𝘵 𝘣𝘶𝘪𝘭𝘥𝘪𝘯𝘨 𝘸𝘦𝘢𝘭𝘵𝘩. 𝘉𝘦𝘨𝘪𝘯𝘯𝘦𝘳𝘴 𝘢𝘵 𝘮𝘢𝘯𝘢𝘨𝘪𝘯𝘨 𝘪𝘵.

So we walked through the exact framework ultra-wealthy families use to architect portfolios... but designed for $1M-$30M net worth.

Not generic asset allocation charts.

A strategic Investment Thesis that defines YOUR rules for deploying capital, targeting returns, and protecting legacy.

The same system that help me transition from tech executive to Micro Family Office CEO—now generating $200K+ in annual portfolio cashflow.

Want to join us for live, tactical guidance on managing wealth like the business?

As of typing this we have 53 people signed up for our next workshop.

𝗡𝗲𝘅𝘁 𝘄𝗼𝗿𝗸𝘀𝗵𝗼𝗽: December 17th

𝗔𝗽𝗽𝗹𝘆 𝗵𝗲𝗿𝗲: https://dub.sh/mN0g8tK

---

Here is what attendees from last months workshop said about it:

𝘐𝘵 𝘸𝘢𝘴 𝘳𝘦𝘢𝘭𝘭𝘺 𝘴𝘵𝘳𝘢𝘯𝘨𝘦 𝘵𝘰 𝘧𝘪𝘯𝘥 𝘴𝘰𝘮𝘦𝘰𝘯𝘦 𝘪𝘯 𝘺𝘰𝘶𝘳 𝘱𝘰𝘴𝘪𝘵𝘪𝘰𝘯 𝘵𝘰 𝘥𝘰 𝘵𝘩𝘪𝘴. 𝘐𝘵'𝘴 𝘵𝘩𝘦 𝘧𝘪𝘳𝘴𝘵 𝘵𝘶𝘵𝘰𝘳𝘪𝘢𝘭 𝘐 𝘤𝘢𝘯 𝘵𝘩𝘪𝘯𝘬 𝘰𝘧 𝘵𝘩𝘢𝘵'𝘴 𝘢𝘤𝘵𝘶𝘢𝘭𝘭𝘺 𝘴𝘢𝘺𝘪𝘯𝘨𝘴 𝘴𝘰𝘮𝘦𝘵𝘩𝘪𝘯𝘨 𝘶𝘴𝘦𝘧𝘶𝘭 𝘢𝘯𝘥 𝘶𝘯𝘣𝘦𝘭𝘪𝘦𝘷𝘢𝘣𝘭𝘦.

- 𝗠𝗮𝘂𝗿í𝗰𝗶𝗼 𝗛.

𝘠𝘰𝘶 𝘫𝘶𝘴𝘵 𝘨𝘢𝘷𝘦 𝘮𝘦 𝘵𝘩𝘦 𝘧𝘳𝘢𝘮𝘦𝘸𝘰𝘳𝘬 𝘵𝘩𝘢𝘵 𝘐 𝘸𝘢𝘴 𝘮𝘪𝘴𝘴𝘪𝘯𝘨, 𝘢𝘯𝘥 𝘐 𝘥𝘪𝘥𝘯'𝘵 𝘬𝘯𝘰𝘸 𝘵𝘩𝘢𝘵 𝘐 𝘯𝘦𝘦𝘥𝘦𝘥.

- 𝗖𝗵𝗿𝗶𝘀𝘁𝘆 𝗪.

𝘐 𝘵𝘩𝘰𝘶𝘨𝘩𝘵 𝘵𝘩𝘢𝘵 𝘸𝘢𝘴 𝘨𝘳𝘦𝘢𝘵. 𝘈𝘯𝘥 𝘐 𝘵𝘩𝘪𝘯𝘬 𝘪𝘵'𝘴 𝘴𝘰 𝘧𝘶𝘯𝘯𝘺 𝘣𝘦𝘤𝘢𝘶𝘴𝘦 𝘵𝘰 𝘮𝘦, 𝘐 𝘸𝘪𝘴𝘩 𝘐 𝘩𝘢𝘥 𝘵𝘩𝘪𝘴 𝘱𝘳𝘦𝘴𝘦𝘯𝘵𝘢𝘵𝘪𝘰𝘯 𝘭𝘪𝘬𝘦 𝘧𝘪𝘷𝘦 𝘺𝘦𝘢𝘳𝘴 𝘢𝘨𝘰.

- 𝗣𝗮𝘀𝗰𝗮𝗹 𝗪.

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"I wish I could retire."

I hear this all the time from people with $3M-$5M-$7M portfolios.

They're brilliant at building wealth.

But they feel trapped in their jobs.

Here's what they don't realize:

𝘛𝘩𝘦𝘺'𝘳𝘦 𝘢𝘭𝘳𝘦𝘢𝘥𝘺 𝘧𝘳𝘦𝘦. 𝘛𝘩𝘦𝘺 𝘫𝘶𝘴𝘵 𝘥𝘰𝘯'𝘵 𝘬𝘯𝘰𝘸 𝘪𝘵 𝘺𝘦𝘵.

The problem isn't the size of their portfolio.

It's how it's structured.

Most high-net-worth professionals are stuck in the Traditional Drawdown Model:
→ Selling assets to generate income
→ Watching principal decline year after year
→ Paying unnecessary taxes
→ Living with constant sequence risk
→ Feeling anxious about market volatility

But there's a different approach.

One that ultra-wealthy families ($100M+) have used for decades.

It's called an Evergreen Income Model.

Instead of liquidating your portfolio, you build it to generate consistent, tax-efficient cashflow.

The difference is dramatic:

A $3M Evergreen Portfolio can generate $250K annually—with principal staying intact (or growing).

After-tax income? ~$240K.

Effective tax rate? 3-5%.

Compare that to a traditional drawdown approach:
$120K gross income → $90K after-tax → principal declining every year.

Same portfolio size. 𝗖𝗼𝗺𝗽𝗹𝗲𝘁𝗲𝗹𝘆 𝗱𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝘁 𝗼𝘂𝘁𝗰𝗼𝗺𝗲.

How does it work?

The Evergreen Model rests on 4 pillars:

1️⃣ Asset Selection – Income-focused investments (industrial triple net leases, self-storage, debt funds, energy infrastructure)

2️⃣ Tax Optimization – Depreciation shields, depletion allowances, carried interest treatment, strategic loss harvesting

3️⃣ Risk Management – Diversification across asset classes, sponsors, and vintages. 10-15% liquidity buffer.

4️⃣ Operation Cadence – Quarterly reviews, annual rebalancing, ongoing due diligence, regular tax planning.

This isn't theory.

It's how my own portfolio works.

I've got ~50% of my portfolio in income generating assets.

The result? $200K+ annually in tax-efficient cashflow.

It's not a secret method.

And it's how TIGER21 members (ultra-wealthy families) structure their wealth:
→ 30% Private Equity
→ 25% Real Estate
→ 15% Private Credit
→ 20% Public Equities (stocks)
→ 10% Other

They're not trying to "beat the market."

They're building income engines.

If you're sitting on $1M-$30M but still feel dependent on your paycheck, you're not stuck.

You're just one strategic shift away from financial freedom.

Want to learn how to transition your portfolio from drawdown to evergreen income?

I'm hosting a free live workshop on December 17, 2025 where I'll walk through:

✓ The exact framework to build an Evergreen Portfolio
✓ How to access these same investments
✓ How to create your own investment thesis
✓ Real portfolio examples (including mine)

Link to register 👇
https://dub.sh/mN0g8tK

Micro Family Office Evergreen Portfolio Model

You built a $6M portfolio.

But you're still managing it like it's a $700K portfolio.

Here's what I mean...

Most high-net-worth professionals are running Drawdown Portfolios when they should be running Evergreen Portfolios.

I say this because many (maybe even you) feel like their portfolio isn't getting them closer to living the life they want.

Let me show you the difference:

𝗗𝗥𝗔𝗪𝗗𝗢𝗪𝗡 𝗣𝗢𝗥𝗧𝗙𝗢𝗟𝗜𝗢 (𝗪𝗲𝗮𝗹𝘁𝗵 𝗦𝘁𝗼𝗿𝗮𝗴𝗲)

This is what 99% of advisors will build for you:
→ Philosophy: Accumulate → Store → Withdraw → Deplete
→ Assets: Stocks, bonds, cash in traditional 60/40 allocation
→ Income Strategy: Sell 4% of your portfolio annually
→ Your Role: Passive account holder who delegates everything
→ Crisis Response: Storage depletes faster, no recovery mechanism
→ Tax Strategy: Limited options (capital gains from forced sales)

You're treating your wealth like a storage unit.

Pull from it until it's empty.

𝗘𝗩𝗘𝗥𝗚𝗥𝗘𝗘𝗡 𝗣𝗢𝗥𝗧𝗙𝗢𝗟𝗜𝗢 (𝗪𝗲𝗮𝗹𝘁𝗵 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀)

This is what ultra-wealthy families actually do:
→ Philosophy: Build → Operate → Generate → Reinvest → Scale
→ Assets: Private equity, real estate, active businesses + traditional investments
→ Income Strategy: Generate 6-8% cash flow WITHOUT selling ownership
→ Your Role: Active CEO making strategic decisions and building a team
→ Crisis Response: Business keeps operating, can pivot and adapt
→ Tax Strategy: Multiple optimization levers (depreciation, K-1 losses, qualified dividends)

You're treating wealth like an operating company.

It generates cash flow today.

While growing for tomorrow.

𝗧𝗵𝗲 𝗺𝗶𝗻𝗱𝘀𝗲𝘁 𝘀𝗵𝗶𝗳𝘁:
Stop asking: "How much can I safely withdraw at 65?"
Start asking: "How much cash flow does my portfolio generate TODAY?"

Stop "managing" investments once a month.
Start operating like the CEO of a wealth business.

𝗪𝗵𝘆 𝗺𝗼𝘀𝘁 𝗽𝗲𝗼𝗽𝗹𝗲 𝗻𝗲𝘃𝗲𝗿 𝗺𝗮𝗸𝗲 𝘁𝗵𝗶𝘀 𝘁𝗿𝗮𝗻𝘀𝗶𝘁𝗶𝗼𝗻:
They don't know it exists as an option.
They think it's only for ultra-wealthy families.

Their advisor can't teach it (they've never done it).

They're paralyzed by the knowledge gap.

They don't have a roadmap.

Here's the truth...

If you built a $6M portfolio, you ALREADY have the skills to run it like a business.

You just need the right architecture.

The right systems.

The right playbook.

This is exactly what we're teaching in our live workshop on 12/17:
→ How to architect your own Micro Family Office
→ How to transition from Drawdown to Evergreen thinking
→ How to generate cash flow TODAY (not when you're 65)
→ The frameworks ultra-wealthy families use (scaled for $1M-$30M portfolios)

Link to register:  https://dub.sh/mN0g8tK

$1M+ net worth.
$0 portfolio income.
See the problem?

Most high earners have their wealth locked in:
→ Company stock (can't sell without taxes)
→ Primary residence (doesn't pay you)
→ Retirement accounts (can't access for 20 years)
→ Growth stocks (appreciation ≠ cash flow)

You thought hitting $1M+ meant freedom.

Instead, you're still chained to your paycheck.

Because your portfolio architecture doesn't match your goals.

Want to quit your job? 𝘠𝘰𝘶 𝘯𝘦𝘦𝘥 𝘪𝘯𝘤𝘰𝘮𝘦-𝘱𝘳𝘰𝘥𝘶𝘤𝘪𝘯𝘨 𝘢𝘴𝘴𝘦𝘵𝘴.

Want to retire early? 𝘠𝘰𝘶 𝘯𝘦𝘦𝘥 𝘴𝘺𝘴𝘵𝘦𝘮𝘢𝘵𝘪𝘤 𝘤𝘢𝘴𝘩 𝘧𝘭𝘰𝘸.

Want actual freedom? 𝘠𝘰𝘶 𝘯𝘦𝘦𝘥 𝘵𝘰 𝘳𝘦𝘴𝘵𝘳𝘶𝘤𝘵𝘶𝘳𝘦 𝘺𝘰𝘶𝘳 𝘱𝘰𝘳𝘵𝘧𝘰𝘭𝘪𝘰.

The ultra-wealthy don't build wealth on stock portfolios.

They build it from assets that paid them... every single month.

Your portfolio needs to work for you.

Not just look good on a spreadsheet.

If you want to build a portfolio like this...

Join our free live workshop on December 17th.

Learn how the ultra-wealthy structure their portfolios as an income-focused system that generates reliable cash flow while preserving your principal.

We'll cover:
→ How to create your investment thesis
→ How to transition from appreciation to income
→ The asset classes ultra-wealthy families actually use
→ Tax-efficient strategies for concentrated stock positions
→ Building your portfolio architecture in 90 days

Learn more and register here: 
https://dub.sh/mN0g8tK

The Vanderbilts and Rockefellers each had $200B+.

96 years later, the Vanderbilts were broke.

The Rockefellers are still worth billions today.

What made the difference?

Not talent. Not luck. Not market timing.

Systems.

Vanderbilts asked → "How can we enjoy our wealth?"
Rockefellers asked → "How can we steward our wealth?"

That single question changed 𝗲𝘃𝗲𝗿𝘆𝘁𝗵𝗶𝗻𝗴.

Here's what the Rockefellers built that the Vanderbilts didn't:

→ 𝗔 𝗱𝗼𝗰𝘂𝗺𝗲𝗻𝘁𝗲𝗱 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝘁𝗵𝗲𝘀𝗶𝘀.
Not gut feelings. Not hot tips. A written philosophy that guided every decision.

→ 𝗔𝗻 𝗮𝗰𝘁𝘂𝗮𝗹 𝗳𝗮𝗺𝗶𝗹𝘆 𝗼𝗳𝗳𝗶𝗰𝗲.
Room 5600 in 1882. Five divisions. Centralized decision-making. Professional infrastructure.

→ 𝗣𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝘃𝗲 𝗮𝘀𝘀𝗲𝘁𝘀 𝗼𝘃𝗲𝗿 𝘁𝗿𝗼𝗽𝗵𝘆 𝗮𝘀𝘀𝗲𝘁𝘀.
80% in businesses, dividend stocks, and income real estate. Not mansions and yachts.

→ 𝗧𝗿𝘂𝘀𝘁 𝗮𝗿𝗰𝗵𝗶𝘁𝗲𝗰𝘁𝘂𝗿𝗲.
Generation-skipping structures that removed assets from estate taxes permanently.

→ 𝗦𝘁𝗲𝘄𝗮𝗿𝗱𝘀𝗵𝗶𝗽 𝘁𝗿𝗮𝗶𝗻𝗶𝗻𝗴.
Heirs weren't raised to spend. They were trained to compound.

→ 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗴𝗼𝘃𝗲𝗿𝗻𝗮𝗻𝗰𝗲.
Protection from taxes, creditors, divorces, and poor individual decisions.

The lesson?

Wealth creation and wealth management are 𝘤𝘰𝘮𝘱𝘭𝘦𝘵𝘦𝘭𝘺 𝘥𝘪𝘧𝘧𝘦𝘳𝘦𝘯𝘵 𝘴𝘬𝘪𝘭𝘭 𝘴𝘦𝘵𝘴.

You can be brilliant at building a $10M+ portfolio.

And still lose everything if you don't build the systems to protect and grow it.

Most high-earners never learn this.

They hit $5M, $10M, $20M in net worth.

Then wonder why they still feel like beginners when it comes to managing it.

The Vanderbilts had the same problem.

𝗧𝗵𝗲 𝗴𝗼𝗼𝗱 𝗻𝗲𝘄𝘀?

You don't need $100M to build Rockefeller-style systems.

You need the right framework.

That's exactly what we're covering in our live workshop on December 17th.

We'll walk through how to architect your own Micro Family Office—so your wealth outlasts you.

𝗬𝗼𝘂 𝗰𝗮𝗻 𝗹𝗲𝗮𝗿𝗻 𝗺𝗼𝗿𝗲 𝗮𝗻𝗱 𝗿𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗵𝗲𝗿𝗲: https://dub.sh/mN0g8tK

---

Here is what attendees from last months workshop said about it:

𝘐𝘵 𝘸𝘢𝘴 𝘳𝘦𝘢𝘭𝘭𝘺 𝘴𝘵𝘳𝘢𝘯𝘨𝘦 𝘵𝘰 𝘧𝘪𝘯𝘥 𝘴𝘰𝘮𝘦𝘰𝘯𝘦 𝘪𝘯 𝘺𝘰𝘶𝘳 𝘱𝘰𝘴𝘪𝘵𝘪𝘰𝘯 𝘵𝘰 𝘥𝘰 𝘵𝘩𝘪𝘴. 𝘐𝘵'𝘴 𝘵𝘩𝘦 𝘧𝘪𝘳𝘴𝘵 𝘵𝘶𝘵𝘰𝘳𝘪𝘢𝘭 𝘐 𝘤𝘢𝘯 𝘵𝘩𝘪𝘯𝘬 𝘰𝘧 𝘵𝘩𝘢𝘵'𝘴 𝘢𝘤𝘵𝘶𝘢𝘭𝘭𝘺 𝘴𝘢𝘺𝘪𝘯𝘨𝘴 𝘴𝘰𝘮𝘦𝘵𝘩𝘪𝘯𝘨 𝘶𝘴𝘦𝘧𝘶𝘭 𝘢𝘯𝘥 𝘶𝘯𝘣𝘦𝘭𝘪𝘦𝘷𝘢𝘣𝘭𝘦.

- 𝗠𝗮𝘂𝗿í𝗰𝗶𝗼 𝗛.

𝘠𝘰𝘶 𝘫𝘶𝘴𝘵 𝘨𝘢𝘷𝘦 𝘮𝘦 𝘵𝘩𝘦 𝘧𝘳𝘢𝘮𝘦𝘸𝘰𝘳𝘬 𝘵𝘩𝘢𝘵 𝘐 𝘸𝘢𝘴 𝘮𝘪𝘴𝘴𝘪𝘯𝘨, 𝘢𝘯𝘥 𝘐 𝘥𝘪𝘥𝘯'𝘵 𝘬𝘯𝘰𝘸 𝘵𝘩𝘢𝘵 𝘐 𝘯𝘦𝘦𝘥𝘦𝘥.

- 𝗖𝗵𝗿𝗶𝘀𝘁𝘆 𝗪.

𝘐 𝘵𝘩𝘰𝘶𝘨𝘩𝘵 𝘵𝘩𝘢𝘵 𝘸𝘢𝘴 𝘨𝘳𝘦𝘢𝘵. 𝘈𝘯𝘥 𝘐 𝘵𝘩𝘪𝘯𝘬 𝘪𝘵'𝘴 𝘴𝘰 𝘧𝘶𝘯𝘯𝘺 𝘣𝘦𝘤𝘢𝘶𝘴𝘦 𝘵𝘰 𝘮𝘦, 𝘐 𝘸𝘪𝘴𝘩 𝘐 𝘩𝘢𝘥 𝘵𝘩𝘪𝘴 𝘱𝘳𝘦𝘴𝘦𝘯𝘵𝘢𝘵𝘪𝘰𝘯 𝘭𝘪𝘬𝘦 𝘧𝘪𝘷𝘦 𝘺𝘦𝘢𝘳𝘴 𝘢𝘨𝘰.

- 𝗣𝗮𝘀𝗰𝗮𝗹 𝗪.

Build a micro family office like the Rockefellers

The ultra-wealthy don't have financial advisors - they have Family Offices.

Here's how to build one if you only have a few $M net worth.

Most people think Family Offices are only for billionaires.

They're wrong.

You just need the right-sized version.

Here's the problem...

You built a million-dollar portfolio with blood, sweat, and tears.

Now you've handed it off to an advisor that is managing, on average, 362 other clients.

Your goal:
- grow your wealth
- protect your wealth
- generate cash flow from your wealth

Their goal:
𝘒𝘦𝘦𝘱 𝘺𝘰𝘶𝘳 𝘱𝘰𝘳𝘵𝘧𝘰𝘭𝘪𝘰 𝘢𝘴 𝘭𝘰𝘸-𝘵𝘰𝘶𝘤𝘩 𝘢𝘴 𝘱𝘰𝘴𝘴𝘪𝘣𝘭𝘦 𝘴𝘰 𝘵𝘩𝘦𝘺 𝘤𝘢𝘯 𝘮𝘢𝘯𝘢𝘨𝘦 𝘢𝘴 𝘮𝘢𝘯𝘺 𝘤𝘭𝘪𝘦𝘯𝘵𝘴 𝘢𝘴 𝘱𝘰𝘴𝘴𝘪𝘣𝘭𝘦.

See the conflict?

If you want something other than cookie-cutter advice, you 𝘮𝘶𝘴𝘵 take control and step up as the 𝗖𝗘𝗢 𝗼𝗳 𝘆𝗼𝘂𝗿 𝘄𝗲𝗮𝗹𝘁𝗵.

That's where the Micro Family Office comes in.

Same institutional approach as the ultra-wealthy. 

Scaled for the $1M-$30M portfolios of busy professionals.

Here are the 7 core components:

𝟭. 𝗩𝗶𝘀𝗶𝗼𝗻 & 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆
Your Legacy Statement and Investment Thesis. The "why" behind every decision.

𝟮. 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗦𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲
Asset allocation blueprint across public equity, private equity, real estate, and preservation.

𝟯. 𝗟𝗲𝗴𝗮𝗹 & 𝗧𝗮𝘅 𝗣𝗿𝗼𝘁𝗲𝗰𝘁𝗶𝗼𝗻
Entity structures that shield wealth and minimizes your effective tax rate.

𝟰. 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗣𝗿𝗼𝗰𝗲𝘀𝘀𝗲𝘀
Standardized workflows for investing, divesting, reporting, and decision-making.

𝟱. 𝗣𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲 & 𝗗𝗮𝘁𝗮
Dashboards and metrics that show what's working and where to adjust.

𝟲. 𝗧𝗲𝗮𝗺 & 𝗔𝗱𝘃𝗶𝘀𝗼𝗿𝘀
Fractional specialists (CPA, CTP, attorney) who execute at your direction—not the other way around.

𝟳. 𝗘𝘅𝗲𝗰𝘂𝘁𝗶𝘃𝗲 𝗚𝗼𝘃𝗲𝗿𝗻𝗮𝗻𝗰𝗲
Monthly reviews. Quarterly strategy. Annual planning. You remain CEO.

This isn't about making wealth management a second full-time job.

It's about building infrastructure that puts YOU back in control.

You become the CEO of your wealth—not a passenger in someone else's system.

Want to build yours?

Join my free live workshop on 𝗗𝗲𝗰 𝟭𝟳𝘁𝗵 where I'll walk through the exact blueprint.

𝗥𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗵𝗲𝗿𝗲: https://dub.sh/mN0g8tK

Here are 3 interesting things I noticed looking into this data:


𝟭. 𝗧𝗵𝗲 𝗧𝗼𝗽 𝟭𝟬% 𝗮𝗿𝗲 𝗛𝗼𝘂𝘀𝗲-𝗥𝗶𝗰𝗵, 𝗡𝗼𝘁 𝗖𝗮𝗽𝗶𝘁𝗮𝗹-𝗥𝗶𝗰𝗵
➤ Total net worth: $1.6M
➤ Investable net worth: $842K
➤ That means 52% is locked in their primary residence.
➤ This doesn't generate the cashflow needed to replace a paycheck.

𝟮. 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗘𝗾𝘂𝗶𝘁𝘆 𝗶𝘀 𝘁𝗵𝗲 𝗥𝗲𝗮𝗹 𝗗𝗲𝗰𝗼𝘂𝗽𝗹𝗶𝗻𝗴 𝗣𝗼𝗶𝗻𝘁
➤ Top 10%: 9% in business equity
➤ Top 1%: 41% in business equity
➤ The ultra-wealthy don't just invest differently.
➤ They own differently.

𝟯. 𝗦𝘁𝗼𝗰𝗸𝘀 𝗦𝘁𝗮𝘆 𝗙𝗹𝗮𝘁 𝗔𝗰𝗿𝗼𝘀𝘀 𝗔𝗹𝗹 𝗧𝗶𝗲𝗿𝘀 𝗮𝘁 𝟯𝟭%
➤ This surprised me.
➤ Whether you're top 10%, 5%, or 1%—stocks stay constant.
➤ The difference isn't public markets.
➤ It's private equity, real estate, and business ownership.

The pattern is clear:
➤ Top 10% = Wealth trapped in assets (mainly their house)
➤ Top 1% = Wealth working through systems

If you're in the top 10% but still trading time for money, you likely don't have an income problem.

𝘠𝘰𝘶 𝘩𝘢𝘷𝘦 𝘢 𝘱𝘰𝘳𝘵𝘧𝘰𝘭𝘪𝘰 𝘢𝘳𝘤𝘩𝘪𝘵𝘦𝘤𝘵𝘶𝘳𝘦 𝘱𝘳𝘰𝘣𝘭𝘦𝘮.

Want to learn how the top 1% actually structure their portfolios?

I'm hosting a live workshop on 12/17 and breaking down how to architect your own 𝗠𝗶𝗰𝗿𝗼 𝗙𝗮𝗺𝗶𝗹𝘆 𝗢𝗳𝗳𝗶𝗰𝗲.

Learn more and register here: 
https://dub.sh/mN0g8tK

The middle class is shrinking. - you've heard it a thousand times.

But here's what the headlines won't tell you.

Americans aren't getting poorer.

They're getting richer.

Look at the data.

In 1967, only 13.1% of households earned $100,000+ 

(𝘢𝘥𝘫𝘶𝘴𝘵𝘦𝘥 𝘧𝘰𝘳 𝘪𝘯𝘧𝘭𝘢𝘵𝘪𝘰𝘯).

By 2022? That number hit 37.5%.

That's a 186% 𝗶𝗻𝗰𝗿𝗲𝗮𝘀𝗲.

The middle-income bracket didn't disappear downward.

It shifted upward.

Here's the uncomfortable truth the media ignores: doom and gloom pays the bills.

"Middle class shrinking" gets clicks.

"Americans are wealthier than ever" doesn't.

Now, I'm not saying everything is perfect.

Housing costs have outpaced income growth.

Healthcare is more expensive.

The wealth you've built requires different strategies than your parents needed.

But if you're reading this, there's a good chance you're part of that 37.5%.

You've climbed out of the middle class.

You've accumulated significant wealth.

And that creates a new problem.

You're brilliant at building wealth.

But managing it requires a completely different playbook.

The strategies that got you here won't optimize what you've built.

This is why you feel like a beginner 𝘥𝘦𝘴𝘱𝘪𝘵𝘦 professional mastery.

You've graduated to a new wealth tier.

But nobody gave you the operating manual.

That's the real knowledge gap.

Not how to make more money.

But how to architect, build, and run your wealth like the top 1% does.

Ready to start managing your wealth like the 1%?

Join me for my upcoming live workshop on Jan 7th.

𝗬𝗼𝘂 𝗰𝗮𝗻 𝗿𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗵𝗲𝗿𝗲: https://dub.sh/mN0g8tK

---

Here is what attendees from last months workshop said about it:

𝘐𝘵 𝘸𝘢𝘴 𝘳𝘦𝘢𝘭𝘭𝘺 𝘴𝘵𝘳𝘢𝘯𝘨𝘦 𝘵𝘰 𝘧𝘪𝘯𝘥 𝘴𝘰𝘮𝘦𝘰𝘯𝘦 𝘪𝘯 𝘺𝘰𝘶𝘳 𝘱𝘰𝘴𝘪𝘵𝘪𝘰𝘯 𝘵𝘰 𝘥𝘰 𝘵𝘩𝘪𝘴. 𝘐𝘵'𝘴 𝘵𝘩𝘦 𝘧𝘪𝘳𝘴𝘵 𝘵𝘶𝘵𝘰𝘳𝘪𝘢𝘭 𝘐 𝘤𝘢𝘯 𝘵𝘩𝘪𝘯𝘬 𝘰𝘧 𝘵𝘩𝘢𝘵'𝘴 𝘢𝘤𝘵𝘶𝘢𝘭𝘭𝘺 𝘴𝘢𝘺𝘪𝘯𝘨𝘴 𝘴𝘰𝘮𝘦𝘵𝘩𝘪𝘯𝘨 𝘶𝘴𝘦𝘧𝘶𝘭 𝘢𝘯𝘥 𝘶𝘯𝘣𝘦𝘭𝘪𝘦𝘷𝘢𝘣𝘭𝘦.

- 𝗠𝗮𝘂𝗿í𝗰𝗶𝗼 𝗛.

𝘠𝘰𝘶 𝘫𝘶𝘴𝘵 𝘨𝘢𝘷𝘦 𝘮𝘦 𝘵𝘩𝘦 𝘧𝘳𝘢𝘮𝘦𝘸𝘰𝘳𝘬 𝘵𝘩𝘢𝘵 𝘐 𝘸𝘢𝘴 𝘮𝘪𝘴𝘴𝘪𝘯𝘨, 𝘢𝘯𝘥 𝘐 𝘥𝘪𝘥𝘯'𝘵 𝘬𝘯𝘰𝘸 𝘵𝘩𝘢𝘵 𝘐 𝘯𝘦𝘦𝘥𝘦𝘥.

- 𝗖𝗵𝗿𝗶𝘀𝘁𝘆 𝗪.

𝘐 𝘵𝘩𝘰𝘶𝘨𝘩𝘵 𝘵𝘩𝘢𝘵 𝘸𝘢𝘴 𝘨𝘳𝘦𝘢𝘵. 𝘈𝘯𝘥 𝘐 𝘵𝘩𝘪𝘯𝘬 𝘪𝘵'𝘴 𝘴𝘰 𝘧𝘶𝘯𝘯𝘺 𝘣𝘦𝘤𝘢𝘶𝘴𝘦 𝘵𝘰 𝘮𝘦, 𝘐 𝘸𝘪𝘴𝘩 𝘐 𝘩𝘢𝘥 𝘵𝘩𝘪𝘴 𝘱𝘳𝘦𝘴𝘦𝘯𝘵𝘢𝘵𝘪𝘰𝘯 𝘭𝘪𝘬𝘦 𝘧𝘪𝘷𝘦 𝘺𝘦𝘢𝘳𝘴 𝘢𝘨𝘰.

- 𝗣𝗮𝘀𝗰𝗮𝗹 𝗪.

50% of your net worth in company stock isn't a strategy.

It's gambling.

And I see it constantly with tech executives and entrepreneurs.

They crush it building wealth.

Then they make mistake #2 from this list: keeping 50%+ in a single asset.

Here's why this is so dangerous:

Your income already depends on this company.

Your equity depends on this company.

Your career trajectory depends on this company.

That's not diversification.

That's concentration risk on steroids.

My rule of thumb is 𝘯𝘦𝘷𝘦𝘳 hold more than 10% in any single asset.

Not because I'm conservative.

Because I'm systematic.

Wealth preservation requires different rules than wealth creation.

Most people figure this out after a market correction.

Smart ones figure it out before.

If you're making more than two of these mistakes right now with your portfolio, I'd love to have you at my upcoming live workshop.

On December 17th, I'll be sharing how to architect your own Micro Family Office so you can protect and grow your wealth like the ultra-wealthy.

We've filled up our last two workshops so if you're interested, grab your spot now - we are ~75% full.

𝗥𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗵𝗲𝗿𝗲:  https://dub.sh/mN0g8tK

You deal with corporate dysfunction 50 hours a week.

Don't let it infect your portfolio too - let me show you what I mean.

𝗠𝘂𝗹𝘁𝗶𝗽𝗹𝗲 𝗯𝗼𝘀𝘀𝗲𝘀 𝘄𝗵𝗼 𝗱𝗼𝗻'𝘁 𝗰𝗼𝗼𝗿𝗱𝗶𝗻𝗮𝘁𝗲.
Your CPA doesn't talk to your financial advisor. Your attorney works in isolation. Your equity comp specialist has never met your estate planner.
Sound familiar? It's Lumbergh × 8.

𝗧𝗣𝗦 𝗿𝗲𝗽𝗼𝗿𝘁𝘀 𝗳𝗼𝗿 𝘆𝗼𝘂𝗿 𝗺𝗼𝗻𝗲𝘆.
Scattered account statements. Disconnected spreadsheets. No integration. No visibility.
You're making $500K+ but managing wealth like it's 1999.

𝗠𝗶𝘀𝘀𝗶𝗻𝗴 𝘁𝗵𝗲 𝗺𝗲𝗺𝗼 𝗼𝗻 𝘁𝗮𝘅 𝗱𝗲𝗮𝗱𝗹𝗶𝗻𝗲𝘀.
Proactive tax planning? Nope. You find out about opportunities after they've passed.
Costly mistakes that could've been prevented with a simple system.

𝗜𝗻𝗶𝘁𝗲𝗰𝗵-𝗹𝗲𝘃𝗲𝗹 𝗯𝘂𝗿𝗲𝗮𝘂𝗰𝗿𝗮𝗰𝘆 𝗳𝗿𝗼𝗺 "𝘄𝗲𝗮𝗹𝘁𝗵 𝗺𝗮𝗻𝗮𝗴𝗲𝗿𝘀."
"We'll get back to you next quarter."
"That's not really our focus."
"Have you talked to Bob about that?"
Meanwhile your equity concentration keeps growing and nobody has a plan.

Here's what drives me crazy:

You're brilliant at your job. You built serious wealth. You think systematically.

But your wealth management looks like a mid-2000s IT department.

🅧 No strategic plan.
🅧 No integrated operations.
🅧 No accountability.

𝘠𝘰𝘶 𝘸𝘰𝘶𝘭𝘥𝘯'𝘵 𝘵𝘰𝘭𝘦𝘳𝘢𝘵𝘦 𝘵𝘩𝘪𝘴 𝘥𝘺𝘴𝘧𝘶𝘯𝘤𝘵𝘪𝘰𝘯 𝘢𝘵 𝘸𝘰𝘳𝘬.
Why accept it for your million-dollar portfolio???

The ultra-wealthy figured this out decades ago. 

They run family offices.

☑ Strategic vision.
☑ Coordinated team.
☑ Clear accountability.
☑ Operational cadence.


But you don't need $100M and a full-time CFO to implement this.

You need the right Micro Family Office framework.

I'm hosting a free live workshop to walk through exactly how it works.

No corporate BS. Just a proven system.

As of typing this we have 26 motivated people signed up for our upcoming workshop.

𝗡𝗲𝘅𝘁 𝘄𝗼𝗿𝗸𝘀𝗵𝗼𝗽: Jan 7th

𝗔𝗽𝗽𝗹𝘆 𝗵𝗲𝗿𝗲: https://dub.sh/mN0g8tK

---

Here is what attendees from last months workshop said about it:

𝘐𝘵 𝘸𝘢𝘴 𝘳𝘦𝘢𝘭𝘭𝘺 𝘴𝘵𝘳𝘢𝘯𝘨𝘦 𝘵𝘰 𝘧𝘪𝘯𝘥 𝘴𝘰𝘮𝘦𝘰𝘯𝘦 𝘪𝘯 𝘺𝘰𝘶𝘳 𝘱𝘰𝘴𝘪𝘵𝘪𝘰𝘯 𝘵𝘰 𝘥𝘰 𝘵𝘩𝘪𝘴. 𝘐𝘵'𝘴 𝘵𝘩𝘦 𝘧𝘪𝘳𝘴𝘵 𝘵𝘶𝘵𝘰𝘳𝘪𝘢𝘭 𝘐 𝘤𝘢𝘯 𝘵𝘩𝘪𝘯𝘬 𝘰𝘧 𝘵𝘩𝘢𝘵'𝘴 𝘢𝘤𝘵𝘶𝘢𝘭𝘭𝘺 𝘴𝘢𝘺𝘪𝘯𝘨𝘴 𝘴𝘰𝘮𝘦𝘵𝘩𝘪𝘯𝘨 𝘶𝘴𝘦𝘧𝘶𝘭 𝘢𝘯𝘥 𝘶𝘯𝘣𝘦𝘭𝘪𝘦𝘷𝘢𝘣𝘭𝘦.

- 𝗠𝗮𝘂𝗿í𝗰𝗶𝗼 𝗛.

𝘠𝘰𝘶 𝘫𝘶𝘴𝘵 𝘨𝘢𝘷𝘦 𝘮𝘦 𝘵𝘩𝘦 𝘧𝘳𝘢𝘮𝘦𝘸𝘰𝘳𝘬 𝘵𝘩𝘢𝘵 𝘐 𝘸𝘢𝘴 𝘮𝘪𝘴𝘴𝘪𝘯𝘨, 𝘢𝘯𝘥 𝘐 𝘥𝘪𝘥𝘯'𝘵 𝘬𝘯𝘰𝘸 𝘵𝘩𝘢𝘵 𝘐 𝘯𝘦𝘦𝘥𝘦𝘥.

- 𝗖𝗵𝗿𝗶𝘀𝘁𝘆 𝗪.

𝘐 𝘵𝘩𝘰𝘶𝘨𝘩𝘵 𝘵𝘩𝘢𝘵 𝘸𝘢𝘴 𝘨𝘳𝘦𝘢𝘵. 𝘈𝘯𝘥 𝘐 𝘵𝘩𝘪𝘯𝘬 𝘪𝘵'𝘴 𝘴𝘰 𝘧𝘶𝘯𝘯𝘺 𝘣𝘦𝘤𝘢𝘶𝘴𝘦 𝘵𝘰 𝘮𝘦, 𝘐 𝘸𝘪𝘴𝘩 𝘐 𝘩𝘢𝘥 𝘵𝘩𝘪𝘴 𝘱𝘳𝘦𝘴𝘦𝘯𝘵𝘢𝘵𝘪𝘰𝘯 𝘭𝘪𝘬𝘦 𝘧𝘪𝘷𝘦 𝘺𝘦𝘢𝘳𝘴 𝘢𝘨𝘰.

- 𝗣𝗮𝘀𝗰𝗮𝗹 𝗪.

The financial "dead zone" just got bigger.

It used to be $1M-$30M.

Now it's $1M-$50M.

Here's what changed:

Traditional wealth advisors are consolidating clients.

You're one of 363 relationships. 

They don't have time for your complex equity comp questions. 

They don't build custom tax strategies. 

They rebalance your 60/40 and call it a year.

Family offices? 

The barrier to entry keeps rising. 

First it was $30M minimum. 

Now most won't even talk to you under $50M.

So you're stuck in the middle.

Too complex for retail advisors. 

Too "small" for institutional solutions.

This is the Service Desert.

And it's exactly why I built my own Micro Family Office.

Because I needed: 
→ Systematic equity divestiture 
→ Tax-optimized portfolio structure
→ Private deal access 
→ Coordinated CPA/attorney/RIA team 
→ Monthly operating cadence

No wealth advisor was going to build or manage that for me. 

And no family office would take me seriously.

So I learned how Single Family Offices operate and built a lean, tech-powered version for my portfolio.

Now I run my wealth like a business. 

𝗜'𝗺 𝘁𝗵𝗲 𝗖𝗘𝗢, 𝗻𝗼𝘁 𝘁𝗵𝗲 𝗰𝗹𝗶𝗲𝗻𝘁.

If you're in the $1M-$50M range and feel like you're winging it—you probably are.

The traditional system wasn't built for you.

So build your own.

In a few days, I'm hosting a live workshop on how to architect your own Micro Family Office.

𝗬𝗼𝘂 𝗰𝗮𝗻 𝗿𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗵𝗲𝗿𝗲: https://dub.sh/mN0g8tK

---

Here is what attendees from last months workshop said about it:

𝘐𝘵 𝘸𝘢𝘴 𝘳𝘦𝘢𝘭𝘭𝘺 𝘴𝘵𝘳𝘢𝘯𝘨𝘦 𝘵𝘰 𝘧𝘪𝘯𝘥 𝘴𝘰𝘮𝘦𝘰𝘯𝘦 𝘪𝘯 𝘺𝘰𝘶𝘳 𝘱𝘰𝘴𝘪𝘵𝘪𝘰𝘯 𝘵𝘰 𝘥𝘰 𝘵𝘩𝘪𝘴. 𝘐𝘵'𝘴 𝘵𝘩𝘦 𝘧𝘪𝘳𝘴𝘵 𝘵𝘶𝘵𝘰𝘳𝘪𝘢𝘭 𝘐 𝘤𝘢𝘯 𝘵𝘩𝘪𝘯𝘬 𝘰𝘧 𝘵𝘩𝘢𝘵'𝘴 𝘢𝘤𝘵𝘶𝘢𝘭𝘭𝘺 𝘴𝘢𝘺𝘪𝘯𝘨𝘴 𝘴𝘰𝘮𝘦𝘵𝘩𝘪𝘯𝘨 𝘶𝘴𝘦𝘧𝘶𝘭 𝘢𝘯𝘥 𝘶𝘯𝘣𝘦𝘭𝘪𝘦𝘷𝘢𝘣𝘭𝘦.

- 𝗠𝗮𝘂𝗿í𝗰𝗶𝗼 𝗛.

𝘠𝘰𝘶 𝘫𝘶𝘴𝘵 𝘨𝘢𝘷𝘦 𝘮𝘦 𝘵𝘩𝘦 𝘧𝘳𝘢𝘮𝘦𝘸𝘰𝘳𝘬 𝘵𝘩𝘢𝘵 𝘐 𝘸𝘢𝘴 𝘮𝘪𝘴𝘴𝘪𝘯𝘨, 𝘢𝘯𝘥 𝘐 𝘥𝘪𝘥𝘯'𝘵 𝘬𝘯𝘰𝘸 𝘵𝘩𝘢𝘵 𝘐 𝘯𝘦𝘦𝘥𝘦𝘥.

- 𝗖𝗵𝗿𝗶𝘀𝘁𝘆 𝗪.

𝘐 𝘵𝘩𝘰𝘶𝘨𝘩𝘵 𝘵𝘩𝘢𝘵 𝘸𝘢𝘴 𝘨𝘳𝘦𝘢𝘵. 𝘈𝘯𝘥 𝘐 𝘵𝘩𝘪𝘯𝘬 𝘪𝘵'𝘴 𝘴𝘰 𝘧𝘶𝘯𝘯𝘺 𝘣𝘦𝘤𝘢𝘶𝘴𝘦 𝘵𝘰 𝘮𝘦, 𝘐 𝘸𝘪𝘴𝘩 𝘐 𝘩𝘢𝘥 𝘵𝘩𝘪𝘴 𝘱𝘳𝘦𝘴𝘦𝘯𝘵𝘢𝘵𝘪𝘰𝘯 𝘭𝘪𝘬𝘦 𝘧𝘪𝘷𝘦 𝘺𝘦𝘢𝘳𝘴 𝘢𝘨𝘰.

- 𝗣𝗮𝘀𝗰𝗮𝗹 𝗪.

2X Exits | Built $MM Businesses over 20 years | CEO Coach | Helping founders grow revenue, profit and valuation

20 years ago, if someone had told me that I would run multiple, multi-million dollar companies, simultaneously, I would have laughed. But here I am.

Over the last 2 decades, I’ve built 2 multi-million-dollar ARR companies and led them to successful exits.

Was it easy? Hell, no.

My transition from an Engineer to an Entrepreneur was hard. 
Being good at our craft and good in business are 2 very different things.

Tejora Technologies was my flagship; I built it to over 200 employees and 30+ clients across the US, UAE, and India, and profitably exited in 2022.

Our systems and strategies enabled me to unlock its value when I was ready to exit. 
I could secure a full buyout and walk away in 3 months because it was built to be cash-rich and founder-free.

In 2007, while growing Tejora, launched Elixir Fitness, diving headfirst into the retail sector. Double the challenges and double the learning. 
 
Successfully exited Elixir Fitness in 2012 to focus fully on Tejora. 
Biggest takeaway? Building and selling a business is an art and a science.

Now, in my 3rd venture —I help founders do the same:

Build businesses that generate profit — and become buyer/investor-ready.

Wealth creation is at the center of everything I do.

Working together, we will: 
- Scale the business in ways that increase enterprise value
- Build a team that can run without you
- Create clarity that successors can trust, and buyers will pay for.

After all, businesses aren’t sold. They’re bought.

So —here are 4 ways I can help you build an Exit Ready business.

1) CEO Coaching & Advisory: 
Work with me 1:1 to increase revenue/profit, maximize valuation, and make your business attractive to buyers or successors.

Book a Free Clarity Call: https://topmate.io/surabhishenoy/1314664

2) Subscribe to My Newsletter — CEO Mastery
Every Thursday, I share actionable strategies on scaling and valuation. This is my best content — and it’s free.

Subscribe Now: https://surabhishenoy.com/newsletter-subscribe/

3) Take My Course — Founder’s Freedom Blueprint
The first condition of any exit? Your business must run without you.
FFB helps you get there — with systems, delegation, and founder freedom.

Get it here: learn.surabhishenoy.com

4) Follow me here on LinkedIn for tips throughout the week.

To know more about me and my story, please visit: https://surabhishenoy.com/from-engineer-to-ceo-to-ceo-coach/

Thank you for being here,

Best, 
Surabhi

Surabhi Shenoy

Control felt safe.

Until it didn’t.

For years, I called it “being a hands-on founder.”
First in.
Last out.
Every call.
Every decision.

It looked like commitment.
But it was 𝘧𝘦𝘢𝘳.

Fear of dropping the ball.
Fear of being judged.
Fear that if I let go, everything would fall apart.

My wake-up moment came after yet another 15hr day.
I wasn’t leading. I was gripping.

And gripping is not growth. It’s survival.

So I changed my operating style.
I delegated from clarity, not panic.
I built systems instead of heroics.
I worked from design, not fear.

That shift didn’t just change my companies.
It changed me.

If this hit home, you’ll love my newsletter — 𝗖𝗘𝗢 𝗠𝗮𝘀𝘁𝗲𝗿𝘆.

2300+ ambitious Founders read it every week.

Join here: https://lnkd.in/d5BWB_Cx

Every Thursday, get 1 sharp one sharp, actionable system to help you 𝘴𝘤𝘢𝘭𝘦 𝘺𝘰𝘶𝘳𝘴𝘦𝘭𝘧 𝘢𝘯𝘥 𝘺𝘰𝘶𝘳 𝘣𝘶𝘴𝘪𝘯𝘦𝘴𝘴.

🎁 BONUS: Read To Lead: 30 Books Every Founder Must Read.

And if you’re still reading this…
maybe it’s time to loosen the grip a little.

Your business doesn’t grow because you hold on harder.
It grows because you design it to.

In my Tech company, salaries were our biggest expense.

Every month, I would stare at the P&L and think:
“If we can optimize this one line…our entire bottom line will improve.”

But how do you do that
- when salaries only go up,
- talent is scarce,
- and clients want better outcomes at lower cost?

Here’s what we did...
(Save this if you’re scaling a services business in 2026)

12 levers to optimize your salary costs:

1. 𝗖𝗹𝗮𝘀𝘀𝗶𝗳𝘆 every role as revenue‑producing, revenue‑enabling, or overhead, and review the mix quarterly.

2. 𝗧𝗿𝗮𝗰𝗸 cost per engineer per month, per billable day, and per key output (story point, feature, project).

3. 𝗠𝗲𝗮𝘀𝘂𝗿𝗲 utilization, blended rate, and gross margin for each team and major client, not just at company level.

4. 𝗗𝗲𝗳𝗶𝗻𝗲 clear salary bands and promotion criteria so raises follow level changes, not tenure.

5. 𝗖𝗮𝗽 % of revenue for non-billable roles, and require a business case to exceed it.

6. 𝗣𝗿𝗶𝗰𝗲 every engagement bottom up (fully loaded cost + target margin) and enforce hard floor.

7. 𝗦𝘁𝗮𝗻𝗱𝗮𝗿𝗱𝗶𝘇𝗲 delivery processes, templates, and technical patterns to juniorize.

8. 𝗥𝗲𝗾𝘂𝗶𝗿𝗲 a hiring / backfill justification that shows impact on revenue, margin, or a specific constraint being relieved.

9. 𝗖𝗮𝗹𝗰𝘂𝗹𝗮𝘁𝗲 the fully loaded cost of attrition (recruiting, ramp, discounts, quality risk) and use it in leadership decisions.

10. 𝗜𝗻𝘃𝗲𝘀𝘁 in a small set of retention levers (growth paths, 1:1s, coaching, sane workload) that are cheaper than constant hiring.

11. 𝗣𝘂𝗯𝗹𝗶𝘀𝗵 a simple monthly cost and margin dashboard to your leadership team and discuss variances and corrective actions.

12. 𝗘𝗱𝘂𝗰𝗮𝘁𝗲 team leads on unit economics and empower them to make local decisions that protect utilization and margins.

Cost control is not frugality.
It’s financial leadership.

The founders who win aren’t the ones who spend less.
They’re the ones who spend deliberately.

If this resonated, then repost. 
Someone in your network needs to start controlling costs today.

And if you want systems like this every week, subscribe to 𝗖𝗘𝗢 𝗠𝗮𝘀𝘁𝗲𝗿𝘆 𝗻𝗲𝘄𝘀𝗹𝗲𝘁𝘁𝗲𝗿.

2400+ founders already read it. It’s free.

🔗 Click “View my newsletter” above 👆

#CEOMastery #Founders #CostControl

Black-and-white image of Andrew Carnegie sitting with folded hands. Large quote on the left reads: “Control your costs. Control your costs. Control your costs. Gentlemen, control your costs.” The bottom banner shows Surabhi Shenoy’s photo, a call to subscribe to CEO Mastery, and a QR code.

He didn’t say, “5GB MP3 player.”

He said, “1000 songs in your pocket.”

That line was Steve Jobs at his best, turning tech into pure feeling.
Not a slogan.

A masterclass in clarity.

Steve Jobs didn’t describe what it was.
He described what it meant.

You could see it.
You could feel it.
You got it instantly.

That’s the power of sticky ideas.
And that’s what 𝗠𝗮𝗱𝗲 𝘁𝗼 𝗦𝘁𝗶𝗰𝗸 teaches.

A great idea isn’t enough.
It has to spread.
It has to stay.

The Heath brothers found 6 traits behind ideas that stick:
SUCCES (yes, one S)

1. Simple
2. Unexpected
3. Concrete
4. Credible
5. Emotional
6. Story-driven

Most founders miss this.
They sound smart... but forget to make it memorable.

They say:
“We optimize digital workflows for operational scalability.”

When they could say:
“We cut delivery time in half, no extra hires.”

Or:
“We build AI-driven marketing automation systems.”

Instead of:
“We help close 30% more leads, without bigger ad spend.”

Or even:
“We provide leadership coaching.”

Instead of:
“We help leaders escape daily firefighting so that they can focus on growing business.”

See the difference?

One sounds impressive.
The other makes an impression.

If people can’t picture it, they won’t remember it.
And if they don’t remember it, it never happened.

I put together a cheatsheet:
𝟲 𝗥𝘂𝗹𝗲𝘀 𝘁𝗼 𝗠𝗮𝗸𝗲 𝗬𝗼𝘂𝗿 𝗜𝗱𝗲𝗮𝘀 𝗦𝘁𝗶𝗰𝗸 👇
Built for founders who want their message to spread... to customers, teams, and investors.

Save it.
Use it to clarify your pitch.
Or get your team’s buy-in without the blank stares.

-- 

If you enjoyed this post, 
You’ll love my newsletter: 𝗖𝗘𝗢 𝗠𝗮𝘀𝘁𝗲𝗿𝘆 

2300+ ambitious Founders read it every week.

Want in?

🔗 Click "𝗩𝗶𝗲𝘄 𝗺𝘆 𝗻𝗲𝘄𝘀𝗹𝗲𝘁𝘁𝗲𝗿" above 👆
📲 Or scan the QR code in the cheatsheet 👇

Surabhi Shenoy, CEO Coach, shares ‘6 Rules to Make Your Ideas Stick,’ inspired by Made to Stick by Chip and Dan Heath. The visual breaks down the SUCCES framework — Simple, Unexpected, Concrete, Credible, Emotional, and Story-driven — with examples for founders on how to make their message memorable. Designed for entrepreneurs who want to communicate clearly with customers, teams, and investors. Promotes the CEO Mastery newsletter.

Everyone’s chasing speed. 
Very few chase clarity.

But that’s what separates the frantic from the focused.

Charlie Munger knew this decades ago. 

Speed without clarity creates rework.
Decisiveness without reflection creates waste.

He built a billion-dollar clarity by thinking 𝘴𝘭𝘰𝘸𝘦𝘳 than everyone else— and acting 𝘧𝘢𝘴𝘵𝘦𝘳 once he knew what mattered.

Last week’s 𝗖𝗘𝗢 𝗠𝗮𝘀𝘁𝗲𝗿𝘆 was the concluding part.
I unpacked the final 5 filters from Charlie's playbook:

- How to stay independent when the noise rises.
- How to stay humble when you’re winning.
- How to stay adaptive when everything shifts.

Read it all here: https://lnkd.in/d68wNYVQ

If your decisions feel heavy, or your team keeps “almost” aligning, this edition will hit home.

And if you haven’t yet, 
Subscribe to CEO Mastery now.

2300+ founders read it every week. 

Every Thursday, get 1 sharp, actionable system to increase your revenue, profit, and valuation.

🔗 Click “View my newsletter” above 👆

Surabhi Shenoy, CEO Coach, shares ‘Charlie Munger’s 10 Mental Filters for Founders,’ a framework on decision-making clarity for business leaders. The visual outlines ten principles — Risk, Preparation, Allocation, Patience, Focus, Independence, Intellectual Humility, Analytic Rigor, Decisiveness, and Change — to help founders think slowly, act wisely, and scale sustainably. Designed for entrepreneurs who value clarity over speed and want systems that compound results. Promotes the CEO Mastery newsletter by Surabhi Shenoy.

A $1 million contract.

I knew I had just one shot.

Win it, we leapfrog.
Lose it, we slow down. 

Being an engineer, I was strong technically.
But I wasn’t trained in negotiation.
Or persuasion.
Or high-stakes selling.

I had one week to prepare.
So I turned to the place I always turn when I’m under pressure.

A book.

I picked up 𝘕𝘦𝘷𝘦𝘳 𝘚𝘱𝘭𝘪𝘵 𝘵𝘩𝘦 𝘋𝘪𝘧𝘧𝘦𝘳𝘦𝘯𝘤𝘦.
One lesson hit me hard: people decide with emotion first.

So I rebuilt my entire pitch.
I focused less on features.
More on the 𝘧𝘦𝘢𝘳 𝘰𝘧 𝘥𝘦𝘭𝘢𝘺.
The 𝘤𝘰𝘴𝘵 𝘰𝘧 𝘪𝘯𝘢𝘤𝘵𝘪𝘰𝘯.
The 𝘦𝘮𝘰𝘵𝘪𝘰𝘯𝘢𝘭 𝘴𝘵𝘢𝘬𝘦𝘴 behind their decision.

That shift changed the whole room.
And I walked out with the $1 million deal — giving away a few things in kind. 𝘏𝘢𝘱𝘱𝘪𝘭𝘺.

That $1M deal was just one moment. 
But moments like that stack. 

And almost all of them were shaped by ideas I learned from books.

Books built me. 
They guided me through tough decisions, stressful leadership calls, and every major transition in my career and life.

So I put together my top 30 books...
and the exact business takeaways I’ve applied from each one.

A curated list.
Clear insights.
Real-world applications a founder can use today.

And if you want to build this kind of thinking into your 𝘸𝘦𝘦𝘬𝘭𝘺 𝘳𝘩𝘺𝘵𝘩𝘮, 𝘀𝘂𝗯𝘀𝗰𝗿𝗶𝗯𝗲 𝘁𝗼 𝗖𝗘𝗢 𝗠𝗮𝘀𝘁𝗲𝗿𝘆. 

It’s the newsletter I wish existed when I was scaling my first company — one practical mental model, system, or strategy every Thursday.

Subscribe now: https://lnkd.in/d5BWB_Cx

I will send the "𝘙𝘦𝘢𝘥 𝘵𝘰 𝘓𝘦𝘢𝘥" guide along with the next edition of CEO Mastery.

The kind of founder you become depends on the ideas you feed your mind. 

Start today 🚀

♻️ Repost this to help a fellow founder.
🔔 Follow Surabhi Shenoy for daily CEO insights

“Surabhi Shenoy, CEO Coach, introduces Read to Lead — a curated guide of 30 books every founder must read. The animated GIF shows a phone screen and bold text ‘READ TO LEAD,’ inviting founders to sign up for the free guide via QR code. The resource highlights 30 books and 30 business lessons with real-world takeaways that helped Surabhi scale multiple companies. Promotes the CEO Mastery newsletter and founder learning resources.

65% of all startups fail for one reason.

Not because the idea was weak.
Because the founders fight.

Most founders don’t see it early.
The warning signs are quiet.
The damage shows up years later.

I’ve studied partnerships that lasted decades and partnerships that collapsed under pressure.

The gap is clear.

Strong co-founders pass five simple filters long before they build together.

Here are the five that matter:

1/ 𝗠𝗶𝗻𝗱𝘀𝗲𝘁 𝗳𝗶𝘁 – steady under stress
2/ 𝗘𝗺𝗼𝘁𝗶𝗼𝗻𝗮𝗹 𝘀𝘁𝗲𝗮𝗱𝗶𝗻𝗲𝘀𝘀 – calm when things break
3/ 𝗘𝗴𝗼 𝗰𝗼𝗻𝘁𝗿𝗼𝗹 – low drama, high clarity
4/ 𝗗𝗶𝗿𝗲𝗰𝘁𝗶𝗼𝗻 𝗺𝗮𝘁𝗰𝗵 – same pace, same ambition
5/ 𝗦𝗸𝗶𝗻 𝗶𝗻 𝘁𝗵𝗲 𝗴𝗮𝗺𝗲 – real commitment, real stakes

Founders who pass these filters save years of conflict.
They protect trust, decisions, and momentum.

And these filters show you who someone really is before equity ties you together.

If you’re choosing a co-founder, this week’s newsletter breaks each filter down so you can build safer and scale smoothly.

Read it here > https://lnkd.in/dMX5QUZh

To get more such in-depth insights, subscribe to CEO Mastery now.

2400+ founders read it every week. 

Every Thursday, get 1 sharp, actionable system to increase your revenue, profit, and valuation.

🔗 Click “View my newsletter” above 👆

In last week's CEO Mastery Newsletter, I shared how to choose a co-founder.

Got a reply, “I already got one… it’s not working.”

This is the part most founders never prepare for.

In the early years, urgency holds everything together.
You move fast.
You skip hard talks.
You assume alignment because nothing feels broken.

Then the business grows.
Life grows.
And the cracks you ignored start widening.
Decisions feel heavier.
Small tensions linger longer.
You sense the drift before you can name it.

Here’s the part we rarely admit:
Strong partnerships don’t stay strong by luck.
Something underneath keeps them steady as things get more complex.

in tomorrow's CEO Mastery edition,
I'll share the secret I learned from working with a co-founder for over 20 years.

If you build with a co-founder or want to get one, 
you don’t want to miss this one.

𝗝𝗼𝗶𝗻 𝗖𝗘𝗢 𝗠𝗮𝘀𝘁𝗲𝗿𝘆 𝗯𝗲𝗳𝗼𝗿𝗲 𝗶𝘁 𝗱𝗿𝗼𝗽𝘀 𝘁𝗼𝗺𝗼𝗿𝗿𝗼𝘄 𝟰 𝗣𝗠 𝗗𝘂𝗯𝗮𝗶 𝘁𝗶𝗺𝗲.

2400+ ambitious Founders read it every week.

Every Thursday, you will get 1 sharp, actionable system to:
✔️ Grow revenue
✔️ Maximize profit
✔️ Increase valuation
✔️ Reduce founder dependency

Want in?

🔗 Click "𝗩𝗶𝗲𝘄 𝗺𝘆 𝗻𝗲𝘄𝘀𝗹𝗲𝘁𝘁𝗲𝗿" above 👆
📲 Or scan the QR code in the cheatsheet 👇

#CEOMastery #FounderWisdom  #CoFounderDynamics

Graphic teaser for CEO Mastery newsletter by Surabhi Shenoy. Text reads: ‘How to REALLY work with a co-founder to achieve long-term success. I’ll unpack it in tomorrow’s CEO Mastery.’ Includes QR code to subscribe. Light beige background with bold blue and red text.

You don’t need to do more.

You need to be 𝘭𝘦𝘴𝘴 𝘯𝘦𝘦𝘥𝘦𝘥.

A founder I coached had it all.
Strong pipeline. Smart team. Big goals.

But his leadership team?
They got fragments of his attention while he drowned in busywork.

We worked through the 𝗙𝗼𝘂𝗻𝗱𝗲𝗿’𝘀 𝗙𝗿𝗲𝗲𝗱𝗼𝗺 𝗕𝗹𝘂𝗲𝗽𝗿𝗶𝗻𝘁 together. 

Here’s what changed in just 6 weeks:
→ Cut 12 hours/week from his calendar 
→ Delegated 3 major workflows 
→ Built a 90-day plan that team could execute confidently

The results were transformational.

The company finally had a 𝘱𝘳𝘦𝘴𝘦𝘯𝘵 𝘊𝘌𝘖 again.
Decisions moved swifter.
Momentum returned.

Freedom isn’t about doing less. 
It’s about being fully available for the work 𝘰𝘯𝘭𝘺 𝘺𝘰𝘶 can do.

🔥 𝗕𝗹𝗮𝗰𝗸 𝗙𝗿𝗶𝗱𝗮𝘆 𝗦𝗽𝗲𝗰𝗶𝗮𝗹:
𝗙𝗼𝘂𝗻𝗱𝗲𝗿’𝘀 𝗙𝗿𝗲𝗲𝗱𝗼𝗺 𝗕𝗹𝘂𝗲𝗽𝗿𝗶𝗻𝘁 𝗶𝘀 𝟱𝟬% 𝗼𝗳𝗳. 

Get it here: https://lnkd.in/duAd48XD

This is a 5-module, 60-minute video course that you can apply instantly.

It's time to take the first step toward a calmer, more focused way of leading. 

And if this resonated, please repost ♻️
Some leader in your network needs this reminder today. 

Question for you: 
If you got 10 hours back this week, where would you put them — clients, strategy, sales, hiring, or your team? ⏱️

Black Friday Sale visual promoting Surabhi Shenoy’s Founder’s Freedom Blueprint online course. The text reads: ‘Founder’s Freedom Blueprint — Step out of firefighting, into focused leadership. 50% OFF.’ The image includes a QR code linking to learn.surabhishenoy.com. The program teaches founders how to delegate, build leadership systems, and regain focus using Surabhi Shenoy’s 5-module, 60-minute framework for freedom and growth.

Ever replayed a conversation in your head… 
wishing you’d said what you really meant?

Most people don’t avoid difficult conversations because they’re weak. 

They avoid them because no one taught them 𝘩𝘰𝘸 to have them.

A managing partner I coached kept clashing with her co-founder. 

Every big discussion ended the same way: she went silent. 
Not from agreement… 
but from fear of saying it wrong.

Turns out she didn’t need courage. 
She needed tools.

When she learned how to structure the conversation,
separate facts from stories,
and make it safe to speak,
she finally said what she’d held in for years.

Founder conflicts rarely explode overnight. 
They build—one unsaid thing at a time.

That’s why 𝘊𝘳𝘶𝘤𝘪𝘢𝘭 𝘊𝘰𝘯𝘷𝘦𝘳𝘴𝘢𝘵𝘪𝘰𝘯𝘴 is powerful.

When stakes rise and emotions spike, people default to silence or aggression. 
Both break trust. Both slow growth.

The solution isn’t bravery. It’s skill.

Here are eight steps to speak the truth without drama.

1. Start with Heart: know what you want.
2. Learn to Look: spot silence or pressure.
3. Make It Safe: use contrast and purpose.
4. Master Your Stories: separate facts from your tale.
5. STATE Your Path: facts → view → invite.
6. Explore Their Path: use AMPP to draw them out.
7. Move to Action: agree on next steps.
8. End with Alignment: leave with shared clarity.

Simple when you read them.
Transformative when you apply them.

📌 𝗜’𝘃𝗲 𝗽𝘂𝘁 𝘁𝗼𝗴𝗲𝘁𝗵𝗲𝗿 𝗮 𝗰𝗵𝗲𝗮𝘁𝘀𝗵𝗲𝗲𝘁: 𝟴 𝗦𝘁𝗲𝗽𝘀 𝘁𝗼 𝗠𝗮𝘀𝘁𝗲𝗿 𝗗𝗶𝗳𝗳𝗶𝗰𝘂𝗹𝘁 𝗖𝗼𝗻𝘃𝗲𝗿𝘀𝗮𝘁𝗶𝗼𝗻𝘀.

Save it and share it with your team.

Use it to prevent small issues from becoming big problems.

Found this valuable? 
♻️ Repost to your network 
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Want to become the CEO your growing business deserves? 

📥 𝗦𝘂𝗯𝘀𝗰𝗿𝗶𝗯𝗲 𝘁𝗼 𝗖𝗘𝗢 𝗠𝗮𝘀𝘁𝗲𝗿𝘆 —
My weekly newsletter, trusted by 2400+ founders. 

Every Thursday, get 1 sharp, actionable system to help you move from Stuck to Scaling. 

I write from my personal experience of building, scaling, and exiting 2 MM$ businesses and now coaching founders 1:1.

🔗 Click “View my newsletter” above 👆

Surabhi Shenoy, CEO Coach and 2X founder, shares ‘8 Steps to Master Difficult Conversations’ — a framework inspired by the book Crucial Conversations. The visual outlines how leaders can communicate with clarity and safety: 1) Start with Heart, 2) Learn to Look, 3) Make It Safe, 4) Master Your Stories, 5) STATE Your Path, 6) Explore Their Path, 7) Move to Action, 8) End with Alignment. Designed for founders, executives, and teams to resolve conflict, rebuild trust, and lead with calm authority.

Care too little and people leave.

Care too much and performance drops.

Every founder I know walks this tightrope.

You want to be kind.
But you also want to be clear.
You want to support your team.
But you also expect high standards.

And most days, it feels like you’re choosing between being the “nice boss” or the “tough boss.”
But 𝘙𝘢𝘥𝘪𝘤𝘢𝘭 𝘊𝘢𝘯𝘥𝘰𝘳 teaches something different.

You don’t have to choose.
You have to combine.

𝗖𝗮𝗿𝗲 𝗽𝗲𝗿𝘀𝗼𝗻𝗮𝗹𝗹𝘆.
𝗖𝗵𝗮𝗹𝗹𝗲𝗻𝗴𝗲 𝗱𝗶𝗿𝗲𝗰𝘁𝗹𝘆.
That’s the whole game.

When you 𝘤𝘢𝘳𝘦 𝘸𝘪𝘵𝘩𝘰𝘶𝘵 𝘤𝘩𝘢𝘭𝘭𝘦𝘯𝘨𝘦, 
you protect feelings but kill growth.

When you 𝘤𝘩𝘢𝘭𝘭𝘦𝘯𝘨𝘦 𝘸𝘪𝘵𝘩𝘰𝘶𝘵 𝘤𝘢𝘳𝘦, 
you get results but lose trust.

And when 𝘺𝘰𝘶 𝘥𝘰 𝘯𝘦𝘪𝘵𝘩𝘦𝘳, 
you build a team of silence and second-guessing.

But when you do both?
People feel safe.
People feel supported.
People know exactly how to win.

Because clarity is care.
And candor is love in leadership form.

If you want a team that grows with you, not around you start with conversations you’ve been delaying.

Save the cheatsheet: 7 Rules of Radical Candor 👇
Share it with your team.

--
If you enjoy this kind of depth,
You’ll love my 𝗖𝗘𝗢 𝗠𝗮𝘀𝘁𝗲𝗿𝘆 newsletter.

It's Free and trusted by 2400+ growth-focused Founders.

🎁 Get instant access to my guide: 30 books every founder must read.

Want in?

🔗 Click "𝗩𝗶𝗲𝘄 𝗺𝘆 𝗻𝗲𝘄𝘀𝗹𝗲𝘁𝘁𝗲𝗿" above 👆
📲 Or scan the QR code in the cheatsheet 👇

Found this valuable? 
♻️ Repost to your network 
🔔 Follow Surabhi Shenoy for daily CEO insights

Radical Candor summary for founders — 7 rules to lead with care and direct challenge, inspired by Kim Scott’s book Radical Candor. Includes principles like caring personally, challenging directly, praising clearly, correcting behavior, giving real-time feedback, asking for criticism, and making expectations visible.

One change moves revenue fast.

But you must pick right.

Early in my career, I worked as a software test engineer.

The job was simple:
Change one input.
Watch the output.
Trace the real cause of failure.

A controlled test never changes 5 variables at once.

But founders do it every time growth stalls.

New hire.
New offer.
New funnel.
New pricing.
New strategy.

𝘈𝘭𝘭 𝘢𝘵 𝘰𝘯𝘤𝘦.

Then wonder why months of effort don’t translate into movement.

The problem usually isn’t ambition.
It’s misdiagnosis.

After years of working with founders, I’ve learned that revenue gets stuck in only a few places.

Seven, to be precise.

The 7 Revenue Levers:

𝗙𝗼𝘂𝗻𝗱𝗮𝘁𝗶𝗼𝗻 𝗹𝗲𝘃𝗲𝗿𝘀 (create demand + conversion):
1/ Positioning
2/ Offer
3/ Pricing
4/ Lead flow

𝗘𝗳𝗳𝗶𝗰𝗶𝗲𝗻𝗰𝘆 𝗹𝗲𝘃𝗲𝗿𝘀 (multiply scale + consistency):
5/ Sales engine
6/ Customer lifetime value
7/ Growth assets

And here’s the part most founders miss:
In almost every business, 𝘰𝘯𝘭𝘺 𝘰𝘯𝘦 𝘰𝘳 𝘵𝘸𝘰 𝘭𝘦𝘷𝘦𝘳𝘴 𝘢𝘳𝘦 𝘵𝘳𝘶𝘭𝘺 𝘣𝘳𝘰𝘬𝘦𝘯.

Fix the wrong lever → no change.
Fix the right one → everything starts to move.

Want to know how to choose and fix that 1 revenue lever?

Read this detailed newsletter: https://lnkd.in/diKEY-jr

--

If you enjoy this kind of depth,
You’ll love my 𝗖𝗘𝗢 𝗠𝗮𝘀𝘁𝗲𝗿𝘆 newsletter.

It's Free and trusted by 2400+ ambitious Founders.

Every Thursday, get 1 sharp, actionable system to:
✔️ Grow revenue
✔️ Maximize profit
✔️ Increase valuation
✔️ Reduce founder dependency

Want in?

🔗 Click "𝗩𝗶𝗲𝘄 𝗺𝘆 𝗻𝗲𝘄𝘀𝗹𝗲𝘁𝘁𝗲𝗿" above 👆
📲 Or scan the QR code in the cheatsheet 👇

#CEOMastery #FounderWisdom #RevenueGrowth

Cheatsheet titled ‘7 Revenue Levers – Diagnose Before You Scale’ by Surabhi Shenoy. Visual framework showing why growth stalls, the tester’s mindset, and where revenue breaks. Highlights seven revenue levers in two groups: Positioning, Offer, Pricing, Lead Flow, Sales Engine, CLTV, and Growth Assets. Includes diagnostic questions, icons for each lever, and a QR code to subscribe to CEO Mastery.

Growth needs depth.

Depth needs reading. 

People say they want to grow.
But very few sharpen that one skill:
𝗥𝗲𝗮𝗱𝗶𝗻𝗴.

Not doom-scrolling.
Not information snacking.
Not shallow content that vanishes in minutes.

I’ve always been a voracious reader.
And I realize many aren’t.
They like the speed.
They move fast.
And reading feels “slow.”

But slow 𝘪𝘴 the point.

Reading gives depth.
It builds clearer thinking.
You retain far more information.
You understand concepts better.
You can recall ideas later in seconds.
And you, not algorithm, decide what to read.

What if you don’t have time for books?

Read things you 𝘤𝘢𝘯 finish.
Read some long-form articles.
Read a thought-provoking newsletter.
Read anything that stretches your thinking...
(instead of just entertaining your mind.)

𝗧𝗵𝗶𝘀 𝗶𝘀 𝘄𝗵𝘆 𝗜 𝗰𝗿𝗲𝗮𝘁𝗲𝗱 𝘾𝙀𝙊 𝙈𝙖𝙨𝙩𝙚𝙧𝙮. 
For founders who want to grow fast but don’t have time for books.

Each week, I send one deep insight you can apply the same day.
Revenue. 
Profit. 
Valuation. 
People. 
Systems. 
Leadership.

The real levers that move a business.

Who is this for?

- Founders who're pressed for time.
- Leaders who want sharper decisions.
- Executives who want depth without overwhelm.
- Anyone who wants to think better, and build better.

When you subscribe, I’ll send you my guide “𝟯𝟬 𝗕𝗼𝗼𝗸𝘀 𝗘𝘃𝗲𝗿𝘆 𝗙𝗼𝘂𝗻𝗱𝗲𝗿 𝗠𝘂𝘀𝘁 𝗥𝗲𝗮𝗱.”

And here’s the real value:
Each book comes with an article. 
I break down the idea, the takeaway, and how it shaped my decisions... so you get the wisdom in minutes, not hours.

If this speaks to you, read one long-form piece this weekend.
A book.
A newsletter.
A well-written article.
Give your brain the upgrade it has been asking for.

If you're already in the habit, what's your favorite book?

🔁 Repost if you believe reading still matters.
🔗 Join CEO Mastery by clicking “View my newsletter” above 👆

Founders want to read more.

They know books sharpen judgment.
Improve decisions.
Strengthen instincts.

But they don’t have time to sit with a 300-page book.

Ironically, the moment you need books the most… 
is the moment they stop reading.

I lived this.

Growing up, I read constantly.
But once I started building and scaling companies, reading disappeared.

Hiring. Delivery Clients. Fires.
There was always something more urgent than picking up a book.

Yet every time I felt lost as a founder…
I knew the answer was sitting in a book I hadn’t opened.

After my second exit, as I began building CEO Mastery…
I made myself a promise:

To carve time for 𝗱𝗲𝗲𝗽 𝗿𝗲𝗮𝗱𝗶𝗻𝗴 again.
To study founders, operators, mental models.
To pull patterns from the people who built iconic companies.

That’s what I do now.

I read deeply.
I take obsessive notes.
I combine them with my own experience scaling (and exiting) two companies.
And I turn them into systems founders can apply instantly.

If you want access to this level of thinking, 
📩 Subscribe to 𝗖𝗘𝗢 𝗠𝗮𝘀𝘁𝗲𝗿𝘆 here: https://lnkd.in/didm2-bY

Every Thursday:
One sharp, actionable system to scale yourself and your business.
And because I want you to start strong,
I’ll send you a gift I’ve built over the last 12 months:

“𝗥𝗲𝗮𝗱 𝘁𝗼 𝗟𝗲𝗮𝗱” — 𝟯𝟬 𝗕𝗼𝗼𝗸𝘀 𝗘𝘃𝗲𝗿𝘆 𝗙𝗼𝘂𝗻𝗱𝗲𝗿 𝗠𝘂𝘀𝘁 𝗥𝗲𝗮𝗱

This isn’t a book list.
Not summaries.

Each book comes with:
 → A deeper article
 → A strategic framework
 → The exact lessons I applied while building my companies
This weekend, don’t start a new book.

Don’t add more to your “to read” list.
Instead, make 20 minutes for Read to Lead.

Because founders who win aren’t the ones who read the most books.
They are the ones who absorb the right ideas at the right time.

 Found this valuable?
♻️ Repost to your network 
🔔 Follow Surabhi Shenoy for daily founder insights

#CEOMastery #FounderWisdom #ReadToLead

Animated graphic showing a smartphone preview of the “Read to Lead — 30 Books Every Founder Must Read” guide. The right side highlights the title in large blue text, with a message explaining that the guide includes 30 books, 30 lessons, and zero guesswork. A QR code invites viewers to subscribe to the CEO Mastery newsletter to receive the full guide.

We talk a lot about “psychological safety” these days.  

Somewhere along the way, we lowered the bar for excellence.

My leaders pushed me, were hard on me.  
I am a product of their “unrealistic” demands.
 
Today, safety has became the goal,
instead of the starting point.
 
And I’ll be honest — 
I miss cultures that expected greatness.
A culture of performance and excellence.
 
The kind where you’re proud of your work,  
where you stretch your abilities,  
where the demand lifts you higher.
 
I don’t believe psychological safety makes people weak.
I believe staying only in psychological safety does.
 
People don’t unlock their potential in comfort. 

They unlock it when they’re challenged. 

When they are seen and stretched.  
When they are supported and pushed.

And that goes both ways.

We should expect our leaders to push us.
 
And we should expect performance from our teams downward.

As Jeff Bezos says, 
High performance and professional pride is a necessity.

Learning to balance these two forces —  
support + standards —  is the real work of leadership.
 
This prefer the culture:
Where team does the best work of their careers.
 
Psychological safety is where we begin.  
Excellence is where we must aim.
 
Found this valuable? 
♻️Repost it to your network and 
🔔 Follow 𝗦𝘂𝗿𝗮𝗯𝗵𝗶 𝗦𝗵𝗲𝗻𝗼𝘆 for daily CEO insights

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Want to become the CEO your growing business deserves? 

📥𝗦𝘂𝗯𝘀𝗰𝗿𝗶𝗯𝗲 𝘁𝗼 𝗖𝗘𝗢 𝗠𝗮𝘀𝘁𝗲𝗿𝘆 —
My weekly newsletter, trusted by 2400+ founders. 

Every Thursday, get 1 sharp, actionable system 
to grow in revenue, profit and valuation. 

🔗 Click “View my newsletter” above 👆

Every founder building something new hits the same wall:

“This isn’t how we do things.”
“Our manual process works fine.”
“We don’t want to change what already works.”

It’s rarely a product problem.
It’s a 𝗳𝗿𝗮𝗺𝗶𝗻𝗴 problem.

People don’t resist new tools because they’re ineffective.

They resist because the familiar feels safer.

Even when the familiar is painfully inefficient.

And this is where many founders lose the pitch:
They start defending what they built.
They compare features.
They try to prove superiority.

The moment you enter comparison mode, you’ve already lost.

Jeff Bezos understood this early.

When critics attacked Amazon(.)com for what it couldn’t do compared to bookstores, he didn’t defend the gaps.

He reframed the conversation to what the new medium made possible.

That’s the mental model founders need when pitching today:
Not “Here’s how we replace your process,”
But “Here’s what becomes possible with a new way.”

If you’re building something new — 
AI, automation, internal tools, workflow upgrades — resistance is guaranteed.

How you frame your pitch determines whether they lean in or walk away.

Ask yourself: 
What can my product unlock that the old way never could?

That’s where decisions move.
That’s where adoption begins.

I wrote about this in depth in Edition 74, including:

- The mental model Bezos used
- Why comparison kills adoption
- A real example from a company I advise
- One question that transforms a pitch instantly

Read it here > https://lnkd.in/dF5d69WA

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#CEOMastery #FounderWisdom #MentalModel

A visual cheatsheet titled “Bezos’s Mental Model — Turn Objection Into Adoption,” showing old-world benchmarking, familiarity bias, feature-defense, and proof-over-possibility traps. The image presents the B.E.Z.O.S. Framework: Break the Comparison Lens, Expand What’s Possible, Zero-Friction Experience, Own a New Dimension, and Sell the Superpower. Includes real-world examples and a call to subscribe to the CEO Mastery newsletter.

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The Battle

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Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Christopher Nelson's LinkedIn Performance

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