PhoenixExit Engagements
Transition Readiness
Starting at $15,000
For leadership teams that need clarity, control, and a practical decision path before beginning a formal transition.
This is the right engagement when the company is assessing its options, approaching an inflection point, or has made an initial decision but needs to understand the operating reality before communicating broadly or initiating formal processes.
Included
Confidential situation intake and transition-readiness assessment
Initial risk, unknowns, and dependency map
72-hour control plan for cash, access, commitments, and time-sensitive decisions
High-level stakeholder and adviser map
Transition workstream framework across governance, finance, people, contracts, systems, and assets
Document request plan and structured document index
Initial asset and obligation inventory
Recommended decision cadence and board-meeting preparation
Written Transition Readiness Brief
A proposed next-step workplan, including specialist coordination needs
Best suited to
Founders evaluating a wind-down, asset transition, acquihire, or operating reset
Boards that need a structured view before approving a path
Investors seeking clearer visibility into a portfolio-company situation
Companies with a defined decision-maker and resources to complete the work responsibly
This engagement may lead to a PhoenixExit Founder’s Office mandate, a referral to a qualified specialist, or a decision to continue operating under a revised plan.
Founder’s Office
Starting at $35,000
For companies that have chosen a transition path and need an accountable operating partner to help manage the work.
PhoenixExit serves as the operating center of gravity during the transition. We bring structure to the work that often falls between the founder, board, counsel, CPA, payroll provider, HR partners, technical owners, and other specialists.
Included
Everything in Transition Readiness, adapted to the approved transition plan
A custom transition workplan with accountable owners, approvals, deadlines, and escalation paths
Weekly executive command-center meetings
Weekly written status reporting for approved stakeholder groups
Decision log, risk register, and deadline tracker
Stakeholder mapping and communication-sequencing support
Drafting and coordination support for founder, board, investor, employee, customer, vendor, and partner communications, subject to client and adviser approval
Coordination with the company’s qualified legal, tax, accounting, people, payroll, technical, insurance, and other specialist advisers
Structured asset, contract, systems, and obligations workstreams
Documentation and evidence tracking for actions completed by the appropriate parties
Organized closeout package and residual-obligation calendar
Best suited to
Venture-backed or capitalized companies in an active, properly resourced wind-down
Teams managing employee, customer, investor, vendor, contract, system, and asset workstreams at once
Boards and lead investors seeking a reliable operating cadence and documented visibility
Founders who need to protect time and decision capacity while remaining accountable for the transition
Special Situations
Starting at $75,000
Portfolio Transition Support
Custom Scope
For complex, reputation-sensitive, or multi-stakeholder transitions requiring heightened discretion and senior operating attention.
These engagements may involve multiple entities or jurisdictions, material stakeholder complexity, high-profile founders or brands, sensitive communications, complex assets, strategic alternatives, or a need for tightly managed board and adviser coordination.
PhoenixExit provides a dedicated, high-touch transition office designed around the specific situation. Scope, staffing, cadence, and specialist coverage are determined after confidential review.
May include
Everything in the Founder’s Office engagement
Dedicated senior transition lead and expanded operating cadence
Board- and investor-decision preparation
Multi-entity, multi-state, or cross-border workstream coordination with appropriately qualified local advisers
Complex stakeholder mapping and communication support
Coordination of asset-transition diligence, process readiness, and specialist relationships
Heightened document-access, information-flow, and approval discipline
Coordination support for matters involving creditors, claims, insurance, security, privacy, or other specialist issues, with qualified advisers leading their respective work
Founder transition planning and curated referrals for executive coaching, well-being, communications, career, and future-venture support
Post-transition debrief, relationship-preservation plan, and residual-risk handoff
Best suited to
Reputation-sensitive or high-visibility company transitions
Companies with multiple entities, investor groups, assets, or critical stakeholder constituencies
Boards and investors who need a controlled process, strong visibility, and elevated coordination
Matters referred by trusted legal, finance, investor, or executive-advisory partners
For venture funds, venture studios, family offices, accelerators, and investor groups managing multiple companies at an inflection point.
PhoenixExit can conduct a discreet portfolio review to help identify which companies may require operational triage, a decision-ready transition plan, specialist intervention, or active transition-office support.
Potential deliverables include:
Portfolio transition-risk scan
Company-by-company readiness assessment
Prioritized action map
Shared reporting framework for the investment team
Founder and board communication planning
Direct PhoenixExit support for selected portfolio companies
Confidential and bespoke engagements
Some company transitions require unusually careful handling due to stakeholder sensitivity, public visibility, complicated relationships, or the nature of the assets and obligations involved.
PhoenixExit accepts a limited number of bespoke engagements by referral or confidential review.