Are You Ready?

Action-Oriented Answers for BreakOUT Business Owners

Start Today - BreakOUT!

Get the Answers You Need ... and Take Action!

There really is no time to waste!

The dates in your personal business calendar are much closer than you think!

An exist is only truly successful if it secures your family's financial future and gives you a compelling reason to jump out of bed in the morning after the deal closes!

The Quantitative Baseline

What is my Wealth Gap?

Your wealth gap is the exact net proceeds required to fund your lifestyle, personal goals, and family legacy after stepping away from your direct company derived income.

The Qualitative Transition

What is my Post-Exit Purpose?

Your "new" purpose is who your are, how your will be spend your time, and what will drive your passion when your are no longer have the identiy of President, CEO, or Founder.

Are you ready to map your financial baseline and your next chapter?

Look Beyond the Transition: Align Your Wealth Gap with Post-Exit Purpose

Establish Your Personal Readiness Baseline with the Answers to these Questions

Owner Readiness Question #1: What is my measureable Wealth Gap - and how much do I actually need to fully fund my dream retirement?

"Top-line purchase price is a vanity metric, net proceeds delivered to your person balance sheet is reality! Don't be influenced by what others may misunderstand and promote as important!

Before looking at business value or chasing vanity price tags, real exit preparation begins with a establishing a persons financial baseline. Your 'Weatlh Gap' represents the financial distance between your current non-business net worth and the total wealth required to permanently sustain your lifestyle, family commitments, and your philanthropic goals post-exit.

Establish your quantitative readiness, by assessing three core financial factors:

Net Proceed vs. Enterprise Value: Factoring in tax mitigation, debt payoff, transaction expenses, and escrow holdback to know your real financial available cash baseline.
Annual Cash Flow Needs: Defining the inflation-adjusted income required to maintain your family's standard of living without relying on company resouces as pre-exit
Unplanned Risk Mitigation: Structuring estate plans and business contingencies so your family is protected even in a forced or sudden unplanned ownership transfer event.

Owner Readiness Question #2: What will I actually do with my time, to effect my sense of personal identity and purpose after the sale is complete?

"A buyer can acquire your enterprise, but they cannot buy you ... your next chapter in life. You must engineer your post-exit identiy and purpose with the same intentionality your used to build your business!

Personal readiness is the most frequently neglected element of exit planning - and the single driver of most "seller's remorse". It is the hardest part of transition preparation. For driven entrepreneurs their business is not just an investment. It is their connection to purpose, community, and the source of daily creative energy. Cutting those bindings takes a carefully focused effort.

Preparing for life after the deal closes requires the design of three pillars for your future:

Time Planning: Structuring your calendar when the historic 50+ hours a week of demands and executive decisions disappear is a huges challenge for the vast majority of owners.
Identiy beyond the title: Culativating a clear self-worth unlinked to your past business position as the founder, owner, chief executive. Talk confidential about these fture plans to your family.
High-Leveraged Ventures: Outlining personal projects, new roles, and creative endeavors or new investments to drive your personal contributions and growth forward ... post exit.

Take 10 minutes to get your personal readiness assessment to quantify your 'Wealth Gap' and to evaluate your 'Post-Closing Vision'.

Confidential advisory and readiness reports tailored for middle-market business owners.

Take Action: Start Today to Increase the Value of Your Business