How to ‘GTFO’ too…

1- Commit to change. Be the Change.

2- Express dissatisfaction with current arrangement. Create a timeline of discontent and anticipated renewal.

3- Contact a good f*&king incredible attorney with deep trust-related expertise - preferably in the state in which you want to cease co-mingled trust and investment. 

4- Create a ‘GTFO Report’— include a Table of Contents, a Cast of Characters, a summary timeline and relevant financial statements and flowcharts of entities for said great f’ing attorney to clarify the team, dynamic and issues at hand.

5- Consider your options- narrow a list to your top 3-5 firms and endure the painstaking RFP process.

6- Settle on your top 2 choices and get outside perspective and input to weigh your options.

7-  Hire your new firm. 

8- Breathe again. Listening to this may help. Or consider downloading Calm or Headspace. (No, these are not among our portfolio companies)

9- Create your new IPS in partnership with your new team focused on your areas of affinity and passion.

10- Join us for a glass of champagne— on us.