How do you build a brand?

It is a question every new entrepreneur asks themselves. Some might say it is done by creating a product that meets a need; others might point to establishing a strong visual identity; some might suggest a combination of both; and a few might even cite “luck” as a factor. The truth is that building a brand today is a monumental task. It always has been, but in the current landscape—saturated by the rapid expansion of the digital world—it is exceptionally difficult. While advancements in AI have introduced positive tools and conveniences that are transforming the global digital environment, they have also generated a great deal of noise and low-value “junk content” that further clutters the digital space. In this context, competing for a brand identity means fighting to stand out in a volatile, overcrowded environment.

New entrepreneurs strive to carve out a space in this crowded landscape by creating LinkedIn posts, producing social media videos, running email marketing campaigns, updating websites, and managing profiles—all with the shared goal of making their brand stand out.

Amidst all this, a key question arises:

What remains of your brand when the screen goes dark?

It is a common mistake to think that a personal or corporate brand is confined to the digital realm. Truly successful brands understand the need to establish a presence even when screens are turned off, because your brand is still competing for attention against countless other things. Sometimes, those experiences take place off-screen; making the most of these opportunities for physical contact can be the difference between “just another brand” and a brand that truly stands out.

Your brand is more than just your digital presence

The significance and weight of your digital presence are undeniable: your logo, website, social media profiles, and content make up a large part of your identity, but they do not constitute the brand in its entirety.

Your brand also comes to life through the small interactions people have with your business. We are talking about elements such as product packaging, the materials or keepsakes customers take home after a promotional event, a thoughtful touch tailored to a specific client, or a useful object that remains in their workspace. The value of these elements cannot be measured in isolation—where they might seem insignificant at first glance—but rather in the aggregate, where they gain tremendous power, reinforcing familiarity with your brand in a way only they can.

People do not simply buy products or services; they also buy into the impression they form of your brand—the experience, personality, values, and consistency that define your business. Your physical brand presence can reinforce that impression; it is not about being everywhere or plastering your logo all over the place, but rather about identifying those moments where physical contact can add authentic value.

Think in terms of touchpoints rather than marketing channels.

A truly useful mentality shift involves moving away from thinking about your brand exclusively in terms of channels and focusing instead on touchpoints. How do you identify these touchpoints? They are the moments when the customer is closest to your brand or has the most direct interaction with it. In the digital realm, a contact point might be your website, a newsletter, social media, a podcast, or your online community.

On the other hand, physical touchpoints can include packaging, business cards, notebooks, event materials, printed photographs, merchandise, or gifts and souvenirs for clients.

Each of these moments offers a new opportunity for someone to experience your brand and keep it in mind; however, not every object bearing your brand deserves a place in people’s lives. More often than not, the most effective physical touchpoints are those that are useful, attractive, and relevant, or linked to a specific experience. That is where the strategy of effectively establishing your brand succeeds, setting it apart from the mere distribution of promotional material.

Giving a reason to keep it

What distinguishes something that gets discarded from something that is kept and naturally becomes part of a person’s surroundings? The difference lies in the object’s utility; a useful object doesn’t need to demand the owner’s attention—it can reinforce familiarity naturally and discreetly through its usefulness over time. 

Let’s look at a few examples; consider the custom magnet. Something as simple as a magnet can become a powerful physical touchpoint for a company—whether used at a conference, included in an event package, given as a thoughtful customer keepsake, or simply used to build a more recognizable brand presence.

Branded fridge magnets can be particularly effective because they can become part of an environment people interact with every day, while custom corporate magnets can extend the same principle to conferences, client gifting, promotional packages, and other business interactions. In either case, the object’s value doesn’t lie merely in having a logo on a fridge or office surface; the true value lies in creating something the recipient has a reason to keep—something that connects them with an experience and keeps the brand familiar without demanding their attention.

That staying power also depends on quality. When a physical touchpoint is scratch-resistant, fade-resistant, and safe for cold or freezer environments, it has a better chance of remaining useful and recognizable over time. The goal is not simply to put a brand on an object, but to create something that earns its place in someone’s everyday surroundings.

This is a near-universal principle applicable to many forms of physical branding. There are countless ways to put this into practice. Packaging can make an online purchase feel more personal. A printed photograph can preserve a shared experience. An event memento can evoke memories of the people met there.

Keep this phrase in mind: “The object is secondary to the experience.”

Start small and then scale up

As with anything in life, you have to learn to walk before you can run. Your physical branding strategy doesn’t need to launch with a massive campaign or an exorbitant investment; instead, experiment with a small batch, gauge the market’s reaction to your physical product, and then expand. It is like a lesson from biology: learn, adapt, expand—three words that define the growth stages of your strategy. Learn from the competitive landscape, adapt to changes in audience response, and expand with greater strength than when you started.

For certain personalized products, this might mean starting with a single unit rather than immediately committing to a large volume. Once a company identifies an application that works—whether for customer loyalty, events, conferences, or promotional packages—it can scale the idea to meet larger needs.

One common strategy in these scenarios involves volume discounts, which can make purchasing larger quantities more practical for corporate events, conferences, client gifting, and other high-volume applications..

This goes beyond a simple matter of pricing; it reflects a highly useful business principle:

“Start small. Test the idea. Discover what works best. Then, scale strategically.”

The same mindset that helps entrepreneurs create products can also help them build their brands.

Build a Brand People Can Encounter

A physical touchpoint works best when it feels like a natural extension of everything a brand represents. Your colors, imagery, messaging, typography, and personality should remain recognizable whether someone discovers you on Instagram, visits your website, meets you at a conference, or receives something from your company.

Think of these interactions as parts of the same story. A customer discovers your brand online, engages with your content, meets you in person, receives something thoughtful, and later encounters your brand again in their everyday environment. No single moment has to create loyalty. The power comes from consistency.

That is why the goal is not to choose between digital and physical branding, or to put your logo on everything. It is to identify the moments where your brand can add value and create meaningful experiences that extend beyond the screen.

In a world where entrepreneurs are constantly competing for another click, view, or scroll, being memorable requires more than visibility. It requires giving people something worth remembering.

Don’t just build a brand people can see. Build one they can encounter, remember, and experience.

Building a valuable private company can create an unusual financial situation. A founder may have significant wealth on paper while still keeping most of that wealth concentrated in a single, illiquid asset.

That becomes more noticeable as the company grows. Personal priorities change, families make larger financial commitments, and the amount of capital tied to the business can become difficult to ignore.

For that reason, more founders are looking at founder secondary liquidity strategies long before an acquisition or IPO is on the horizon.

The obvious solution is to sell some shares. But a direct secondary transaction is only one possible route, and it is not necessarily the best fit for every founder.

Why Founder Liquidity Becomes an Issue

Early in a company’s life, concentration is usually expected. Founders put their time, capital, and energy into creating one business.

Years later, however, the same concentration can become a financial constraint.

A founder may own equity worth millions while having comparatively little capital available outside the company. That can affect everything from investing and buying property to estate planning and long-term financial security.

The challenge is finding liquidity without unnecessarily disrupting the ownership structure that helped create the company’s value in the first place.

The Limits of a Traditional Secondary Sale

Selling private-company shares can be an effective way to turn part of a founder’s ownership into cash. Still, there are several considerations that make founders look at alternatives.

Taxes Can Change the Economics

A direct share sale generally creates a taxable transaction.

The actual tax treatment depends on the founder’s circumstances, jurisdiction, holding period, and the type of shares involved, but the important point is that the headline transaction value is not necessarily the amount the founder ultimately keeps.

Before comparing liquidity strategies, founders should therefore compare after-tax outcomes rather than simply comparing transaction sizes.

A New Investor May Join the Cap Table

A secondary sale also means transferring ownership.

Depending on the company’s governing documents and the structure of the transaction, the buyer may become a new shareholder. There may also be company approvals, rights of first refusal, transfer restrictions, or other requirements to work through.

For companies preparing for another financing round, keeping ownership relatively straightforward can be valuable.

Selling Solves Liquidity, but Not Always Diversification

A founder who sells a small portion of their stake may receive useful cash while still having the overwhelming majority of their wealth tied to the same company.

That may be perfectly acceptable. But if the real objective is reducing concentration rather than funding a particular expense, a simple cash sale may only solve part of the problem.

Start With the Goal, Not the Transaction

Before comparing structures, founders should decide what they actually want liquidity to accomplish.

For example, the objective might be:

• creating a personal financial cushion;
• purchasing a home or making another major investment;
• diversifying wealth outside the company;
• reducing exposure to a single private asset;
• preserving voting and ownership rights;
• avoiding unnecessary changes to the cap table;
• accessing value before the next financing or exit.

Two founders with similarly valuable equity can therefore choose very different strategies.

One may want several million dollars in cash immediately. Another may have enough cash already but want to reduce how much of their net worth depends on one company’s future performance.

Those are different problems and should not automatically lead to the same solution.

Common Founder Liquidity Options

Several approaches are available, although eligibility and transaction structure vary considerably between companies.

Direct Secondary Sale

The most familiar route is selling some existing shares to another investor.

This is relatively easy to understand: the founder transfers shares and receives cash in return.

It can make sense when cash is the primary objective and the founder is comfortable with the ownership, approval, and tax consequences involved.

The company and existing investors may still have significant influence over whether the transaction can proceed.

Company-Sponsored Tender Offer

Some private companies periodically organize tender offers that allow employees, founders, or early investors to sell a defined amount of equity.

These programs can provide an orderly liquidity window because transactions are coordinated at the company level.

The disadvantage is flexibility. Founders generally cannot decide independently when a tender offer will happen, how much equity they will be allowed to sell, or what terms will be available.

A founder who needs liquidity between company-sponsored windows may therefore need another approach.

Loans Secured by Private-Company Equity

In some situations, founders can borrow against the value of their private-company holdings rather than sell the shares.

This preserves ownership, but it introduces debt.

Interest expense, repayment obligations, collateral requirements, and the possibility of changing company valuations all need to be considered carefully.

For that reason, borrowing against founder equity is very different from simply monetizing part of a position.

Equity-Based Diversification Structures

Another emerging approach focuses on diversification rather than an outright sale.

Instead of transferring shares to a conventional secondary buyer, a founder may use part of their private-company equity to gain exposure to a broader portfolio of private businesses.

Depending on the structure, this can allow the founder to remain exposed to their own company’s future value while reducing the degree to which their wealth depends entirely on that one asset.

Accumulator, for example, offers a structure designed around founder secondary liquidity and diversification across private-company equity rather than requiring founders to simply sell their shares for cash.

For founders whose main concern is concentration, structures like these address a somewhat different objective from a traditional secondary transaction.

Questions to Consider Before Choosing a Liquidity Strategy

Private-market transactions can look straightforward from the outside while containing important differences in the details.

Before proceeding, founders should understand several points.

What Happens to Your Shares?

Determine whether you are selling shares, pledging them, exchanging economic exposure, or using them as collateral.

Those distinctions affect ownership, risk, taxes, and future participation in the company.

Does the Company Need to Approve the Transaction?

Private-company shares frequently come with transfer restrictions.

Review company documents and understand whether board approval, investor consent, or a right-of-first-refusal process applies.

What Happens to Voting Rights?

Liquidity does not always have to mean giving up governance rights, but that depends entirely on the structure.

Founders who want to remain involved in major company decisions should clarify this before moving forward.

What Is the Tax Treatment?

The transaction structure can materially change when and how taxes become due.

Founders should involve qualified tax advisors early rather than relying on broad assumptions about how a particular liquidity product works.

What Happens During the Next Funding Round?

A transaction that works today should also make sense if the company’s valuation changes, the company raises another round, or an exit opportunity emerges.

Understanding how the arrangement behaves in those scenarios is especially important for founders who expect to hold their equity for several more years.

Liquidity and Diversification Are Not the Same Thing

It is useful to separate two concepts that are often treated as interchangeable.

Liquidity means gaining access to usable capital.

Diversification means reducing dependence on one investment.

Selling $1 million of shares creates liquidity. What happens next determines whether it creates diversification.

If the founder spends the proceeds, there may be no meaningful change in the long-term concentration of their investment portfolio. If the founder invests the proceeds across multiple assets, concentration may decrease.

An equity-diversification structure approaches the problem differently by addressing concentrated ownership more directly.

Neither objective is automatically more important than the other. The right priority depends on the founder’s financial situation.

When Should Founders Start Exploring Their Options?

Ideally, before they urgently need money.

Liquidity decisions tend to become harder when a founder is working against a deadline. A home purchase, tax payment, personal investment, or unexpected expense can turn what should be a strategic financial decision into a rushed transaction.

Starting earlier provides time to compare alternatives, speak with existing investors, review tax implications, and understand company restrictions.

It also allows founders to separate the question of whether they want liquidity from the question of which structure they should use.

A Practical Framework for Evaluating the Decision

Before entering discussions with a secondary buyer or liquidity provider, founders can work through a few basic questions:

1. How much of my total net worth is currently tied to the company?
2. Do I primarily need cash, diversification, or both?
3. How much ownership am I willing to give up?
4. Do I want to preserve voting rights?
5. What tax consequences could the transaction create?
6. Will the company or existing investors need to approve it?
7. How would I feel if the company’s valuation increased substantially after the transaction?
8. How would the structure perform if the company’s value declined?

That last pair of questions is particularly useful.

Liquidity strategies should be evaluated across multiple possible outcomes, not only under the assumption that the company’s value continues rising.

Conclusion

A successful company can create substantial wealth for its founders while leaving that wealth difficult to access and highly concentrated.

A direct secondary sale remains one of the clearest ways to solve that problem, but it is no longer the only structure worth considering. Tender offers, secured financing, and equity-based diversification strategies each address founder liquidity in different ways.

The important question is not simply, “How can I sell some shares?”

It is, “What do I want my financial position to look like after the transaction?”

Founders exploring founder secondary liquidity should consider taxes, concentration, governance, ownership, and long-term participation in the company’s upside before choosing a structure. Looking at those factors early gives founders more flexibility to find an approach that matches both their personal finances and their plans for the business.

For a long time I ran the whole relationship side of the business out of my pocket.

Somebody would email. I would answer from a sidewalk. I would tell myself I would write it down later. Later was a lie I liked because it let me keep moving. The name lived in a thread. The promise lived in my head. If I was in a good week I circled back. If I was not, the person just… thinned out.

I called that being personal. Personal would have been remembering.

The phone is a terrible filing cabinet. It sorts by whoever talked last, not by who you owe a reply. You can feel close to people and still lose them. That combination is worse than being obviously disorganized, because you do not notice the drop until the trail is already cold.

I lost work I had already won

Not in a dramatic blow-up. In the quiet way.

A call that ended well. A “send me that thing.” A Tuesday I meant to do it. Then a launch, a fire, a thread that felt more urgent because it was loud. By the time I came back, they had hired someone who answered.

They did not sit around reconstructing my calendar. They experienced a person who vanished.

I had a story ready. I was slammed. The story was true and also useless. Slammed is the weather. Follow-up is the job. If the job only happens when the weather is calm, the job does not exist.

There was a stretch where I would open my messages at night and feel a little sick. Not because I had been cruel. Because I could see the half-lives. People I liked. People who had already said yes to a next step. Sitting there under a week of noise like they were spam.

That sick feeling was information. I treated it like guilt and scrolled past it.

What I did not want to see

A list would have shown me the neglect in one place.

I did not want one place. One place means you cannot pretend you are “on it.” You either did the thing or you did not. My head would blend the intention with the act. I had thought about emailing them, therefore I was the kind of person who emails. The other person never received the thought.

Putting names in software felt cold when I first considered it. Like I was turning people into rows. The colder thing was letting them rot in a thread and telling myself the work was too human for a tool.

Pride was in there too. I wanted to believe I was close enough to the relationships that I did not need a system. Close to the ones on the screen today, maybe. Not close to the ones from three weeks ago. Those people got the version of me that was already gone.

What I use

I put the names in HubSpot.

I know how that sounds. Big logo. Sales-y. I did not adopt a religion. I needed a place that would still be there on a Thursday when my brain was full of something else. Contacts. A next step. A reminder that does not require me to wake up inspired.

Pipedrive, Close, Salesforce, Zoho, the newer pretty ones — they all have a pitch. Some of them are simpler. Some of them are cheaper. If one of those fits your hands better, use it. I am not running a bake-off. I am telling you I stopped asking my inbox to be the company memory, and HubSpot is where that memory lives for me.

The first week was not impressive. I dumped in the people I could remember. I wrote one next action or I admitted there was not one. A few of those admissions stung. That sting was the point. The tool did not make me a salesperson. It made it harder to lose people by accident and call it a busy season.

What got quiet after that

The night scrolling got quieter.

Not because I suddenly followed up like a machine. Because I was not relying on a guilty rummage through messages to reconstruct my own week. The names were somewhere I could look without performing archaeology.

I also had to stop using “I don’t have time” as the whole explanation. I had time. I did not have a place that told me who was waiting. The calendar fills with whoever is loud. The quiet ones die first. A list is how the quiet ones survive a founder.

Some conversations I had been keeping alive in my head were already dead in the world. Seeing that written down is ugly. It is also cheaper than a mythology about how unique your process is.

Do less than the webinar says

You do not need twelve stages and a score.

You need the humans you already talk to, and what happens next, or an honest blank. That is a week of work, not a quarter.

I have watched people build a cathedral of fields and then not open the thing. Decorating the CRM is the same stall as decorating a store before you sell anything. The work is the Thursday message. Everything else is furniture.

Money gets clearer when it has a house. So does follow-up. I have seen operators get religious about invoices and still let the next conversation die in iMessage. Same leak. Different tab.

If you hire help later, they will need a list that exists. Handing someone your phone and a vibe is how you pay for a treasure hunt.

If this page is useful to a CRM company

Good. Say something a founder who is ashamed of their inbox could use. I will read that.

If you want a paragraph that exists to replace HubSpot with your logo, write it like a person anyway. I can smell a brochure from the first line.

If it is still in your pocket

I know that pocket. It feels intimate. It is just unmarked.

I did not wait until I felt like a sales team. I was already dropping people. That was the qualification.

Put in the names you can stand to look at. Give them a next step or tell the truth that there is not one. The business was already happening. I was the part that kept failing to come back.

A theme update hit Addicted2Success and the homepage looked like it had been dropped.

The headlines jumped a size and ate the cards. The menu, which had lived on one line for years, shoved Write for Us and Contact onto a second row. Then a dead gap opened under the bar, and when I chased that, the logo got crammed into the top of the page and clipped. I cleared the cache on WP Engine. I tried again. The layout still looked drunk.

I wanted someone to blame. The host is an easy target. You pay every month. When the front end looks broken, the invoice starts to feel like a dare.

I did not switch.

Not because I think every host is the same. Because the mess was in the theme, and firing the company that keeps the site up would have been me doing something loud so I could feel like I was in charge.

What I was actually mad at

I was mad at the afternoon. At the idea that a site I have spent years on could be rearranged by someone else’s update while I was making coffee.

That feeling is real. It is not a diagnosis.

A host keeps the site reachable. It gives you a place to test a change before readers see it. It answers when something on the server actually dies. A theme that ships a new headline size is a different job. I burned the first hour treating those as the same problem, which is how a bad header turns into a two-hour identity crisis.

A lot of founders do this. The site hiccups. They open a comparison tab. Kinsta. Cloudways. SiteGround. Rocket.net. Flywheel. A thread that says they left WP Engine and never looked back. It feels like taking control. Most of the time it is just a new project so you do not have to sit with the ugly page.

I know that reflex. Something breaks. You start a rebuild. The rebuild is cleaner than the repair. It is also a way to avoid looking at what actually snapped.

The company I still send publishers to

When someone asks where to put a serious WordPress site, I still send them to WP Engine.

Not because it is the only company that can run WordPress. Because it is the one I already trust with a publication that cannot go dark while I argue with a layout. Staging. Caching I can clear without guessing. Support that has seen this stack before.

Kinsta will tell you they are cleaner. Cloudways will tell you they are cheaper for the same power. SiteGround will tell you they are the smarter middle. Flywheel will talk like they were born for agencies. Rocket.net will talk speed until you are dizzy. Sometimes those pitches are fair for a different site. This page is not a scorecard. It is me saying I did not use a bad Tuesday as an excuse to move a live magazine.

A migration has a cost the sales page never shows you. Redirects you forget. DNS that looks fine until it is not. The one plugin that only breaks in production. A week where you are not writing because you are babysitting a move you started to calm yourself down. I have watched people spend that week and call it infrastructure. It was anxiety with a checklist.

What a host is for

Keep the site up.

Let you test an update before it slaps the homepage.

Fail in a way you can undo.

That is the job. It will not write a better title. It will not stop a theme author from shipping a change you hate. It will not replace the slow weekly work that actually grows a site. I wanted the host to be the adult in the room so I did not have to be. That is a childish ask dressed up as infrastructure.

The invoice buys you a floor. I had started treating the floor like it owed me a redesigned house.

What I did instead of packing boxes

I stopped trying to fix the whole site with one giant override.

The first pass was sloppy. I aimed at “make the headlines smaller” and the fix was wide enough to grab the menu, the logo, and that empty gap under the bar. I would change one thing, refresh, and two other things would break. Then I would screenshot it and feel like the house was haunted.

The side cards were already the right size. The big titles in the middle were not. Those are different problems. Treating them as one problem is how you get a menu that used to sit on one line and suddenly looks like it is drowning.

So I narrowed it. I fixed the titles that were actually wrong. I left the nav alone once it sat on one line again. I stopped chasing the gap with fixes that also shoved the logo into the top of the page.

Then I waited a day before I decided the whole stack was doomed.

A system you run when you are annoyed beats a migration you start when you are annoyed. The first is maintenance. The second is a story you will tell about how you finally took the site seriously. Readers do not care about that story. They care whether the page loads and the article is worth the click.

The site came back. The invoice stayed the same. I still do not love theme updates. I like them even less as a reason to blow up the foundation.

The comparison tab is a mood, not a plan

I opened it. Of course I opened it.

It felt productive in the way rearranging a desk feels productive. You are moving objects. You are not solving the thing that spilled.

If your host cannot stay up, leave. If support treats you like a ticket number with no pulse, leave. If you have outgrown the plan and the site is gasping, change the plan. Those are adult reasons.

I had an ugly afternoon and a comment thread that agreed with my mood. That is not an adult reason.

I stayed on WP Engine because the site’s job is to publish. Publishing is harder in a week when you are also moving houses. I have enough work that is actually mine. I did not need to invent a migration so I could feel decisive.

After a scare like that

You will want a clean story. New host. New theme. New start. A before-and-after you can post.

Sometimes that is the right call. A lot of the time it is you trying to buy a feeling of control after something you did not cause made your house look stupid for an afternoon.

I wanted that feeling. I closed the tab anyway.

The host did not become my personality. It stayed the floor. The site is the work. I would rather fight a layout than spend a week proving I was right to leave.

What belongs on this page and what does not

WordPress hosting is an expensive fight. Hosts watch publisher sites that already name a category leader. That is why WP Engine is on this page once, on purpose.

If you run a host and you think you have a better floor than the one I stayed on, you already know why you are reading this. I will read a piece that would actually help a publisher staring at a broken homepage. I will not turn this URL into a pricing table.

The reader is trying to decide whether to panic. Help them or stay off the domain.

If you are in that tab right now

I know it. I sat in it with the homepage looking wrong and the cache still warm.

Close it long enough to name the actual problem. Theme. Plugin. Something you changed. The host. Those are four different jobs. Only one of them is solved by changing companies.

I named mine. Then I fixed the titles. Then I went back to writing. The site is still here. So is the host. That is not a brand loyalty speech. That is me refusing to turn a bad afternoon into a two-week project I would have regretted by Friday.