We Help Business Owners Like You.
Discover the Actionable System Used by the Top 1% of Small & Mid-Size Business Owners to get More Profits and Bigger Exits.
The Ultimate Exit-Ready Ownership System
Developed by business owners for business owners. Designed to help business owners like you build better businesses whether you plan to sell in two months or twenty years.
Step 1:
Preparing You to Sell Your Business
Key Outcomes:
> Company Valuation> Personal Financial Exit Plan
> Go-to-Market Strategy
Step 2:
Preparing Your Business To Sell
Key Outcomes:
> Reduce Owner Dependence> Predictable Revenue
> Standard Operating System
Step 3:
Find the Right Buyers & Deal
Key Outcomes:
> Build Your Transaction Team> List Your Business
> Negotiate & Close the Deal
Preparing Yourself
to Sell Your Business
Every business owner will someday exit their business. Our work together is to make sure it's on your terms. We work to ensure you are mentally, financially, and emotionally prepared to receive exactly what you've always dreamed of when you are ready.
Personal Exit Plan:
Financial, Freedom, & Legacy
Company Valuation:
Know Your Worth & Understand Why
Closing the Gap:
Custom Plan for Reaching Your Goals
Being educated and prepared brings confidence and significantly better deals. Start by knowing what you want and how to get there.
Owner Coaching (By the Hour)
Don't guess. Let us help you get unstuck and get what you want with one-on-one (exit-ready) business owner coaching.
- For Owners Who Need Help:
- ✅ Choosing your financial / freedom goals
- ✅ Calculating your company valuation
- ✅ Direction on achieving goals
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- Not For Owners Who:
- ❌ Know it all already
- ❌ Are Ok with standing in their own way
- ❌ Won't do the work
8-Week Intensive Owner Program
Bootcamp covering exits top-to-bottom, helping you become exit-ready to achieve your financial, freedom, and legacy goals.
- For Owners Who:
- ✅ Want to become an exit expert
- ✅ Need to know how it all works
- ✅ Need a Company Valuation
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- Not For Owners Who:
- ❌ Want to guess how exits work
- ❌ Won't ask for help from experts
- ❌ Have it all figured out already
Preparing Your Business
To Sell for Maximum Value
Focusing on your business and not just in it will dramatically improve your current cash flow, freedom, and peace of mind. Three core areas drive the best results, and all of them are about creating systems that make your business more predictable and repeatable.
Operating System: Running Smoothly Without the Owner
Predictable Revenue: Sales, Marketing & Business Offering
Smarter Financials: Better Contracts & Purchasing
Weekly Business Owner Coaching
Let our coaches help you assess and transform your business with personal, one-hour weekly meetings .
Straight talk from advisors who have built, bought, and sold as owners themselves.
- For Business Owners Who:
- ✅ Don't want to guess or wing it
- ✅ Understand the power of coaching
- ✅ Want to be more profitable
- ✅ Want to change faster
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- Not For Owners Who:
- ❌ Have perfect, exit-ready businesses
- ❌ Don't need & wont do the work
Project: Predictable
Your business depends on your business offering, sales, and marketing to all work flawlessly together.
Get predictable revenue in just six weeks of intense work by our team of experts.
- For Business Owners Who:
- ✅ Are always one sale away
- ✅ Rely on the owner to close deals
- ✅ Have teams pointing fingers
- ✅ Need more profitable sales channels
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- Not For Owners Who:
- ❌ Have accurate forecasts & revenue
- ❌ Have all all the business they need
Project: SwimLanes
Creating autonomy and accountability comes from clear expectations. Giving you, as the owner, time to focus.
8-week project gets your company clear on all roles, including yours.
- For Business Owners Who:
- ✅ Need more time
- ✅ Need to help their managers
- ✅ Have internal confusion / conflict
- ✅ Want clear roles & responsibilities
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- Not For Owners Who:
- ❌ Don't need a team to succeed
- ❌ Have accountability for each role
Project: Streamline
We focus on operational excellence in project management, purchasing, proposals, operations, and budgets
12-week project to improve the processes of your operations for max profitability.
- For Business Owners Who:
- ✅ Have to be involved in operations
- ✅ Don't have time for a vacation
- ✅ Don't trust the system to be successful
- ✅ Wonder if all the pieces work together
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- Not For Owners Who:
- ❌ Have an Ops team working perfectly
- ❌ Aren't involved in the day to day
Project: TidyVault
Your finances can't be an afterthought. Clear, thoughtful financial processes create higher profits and more choices.
Get smarter financial process in just 8 weeks by our team of finance experts.
- For Business Owners Who:
- ✅ Need their numbers to make decisions
- ✅ Don't have purchasing & contract staff
- ✅ Aren't getting regular reports
- ✅ Can't afford mistakes
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- Not For Owners Who:
- ❌ Have a finance team working perfectly
- ❌ Have automated financial processes
Project: FireFighter
Most business owners spend their time putting out fires in sales, operations, HR, and across the business.
12-week project to install a company operating model that gets you freedom.
- For Business Owners Who:
- ✅ Don't delegate efficiently or often
- ✅ Need systems and processes
- ✅ Are burned out by doing everything
- ✅ Want more time and freedom
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- Not For Owners Who:
- ❌ Are hands-off in their business
- ❌ Have systems and automation working
Build Your Deal / Transaction Team
Go-To-Market: List and Promote to Buyers
Deal-Making: Negotiate and Close the Deal
"Teamwork is the fuel that allows common people to attain uncommon results."
– Andrew Carnegie
Deal Coaching
If you're committed to doing the deal yourself, let our coaches help you with personal, one-hour weekly sessions .
Straight talk from advisors who have built, bought, and sold as owners themselves.
- For Owners Who Need Help:
- ✅ Making key deal-making decisions
- ✅ Analyzing deal & negotiation tactics
- ✅ Getting feedback on next steps
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- Not For Owners Who:
- ❌ Know it all already
- ❌ Are ok with making big mistakes
Deal Lead
We will help you successfully sell your business to a great buyer by personally leading your business transaction.
Selling your business for the highest value in finances, freedom, and legacy building.
- For Owners Who:
- ✅ Want the best deal possible
- ✅ Need help assembling the team
- ✅ Want leadership every step of the way
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- Not For Owners Who:
- ❌ Want to do this themselves
- ❌ Will risk messing up this transaction