Long View Strategic Planning + Exit Strategies

For Owners of Small- and Mid-Size Businesses Serious About Creating Profit + Work-Life Balance

The business you’ve invested your life building is ready for you to
Craft Your Legacy

Welcome to a new way of looking at, thinking about, and scaling up your business.

Instead of fighting today’s fires, dealing with another employee mess, hoping your customers stay with you another year, and treading water to stay where you are, we’re going to work together to transform your business into a smooth-running profit machine.

One that successfully runs whether you’re there or not.

We call this ‘Owner Liberation’ and it moves you from the ‘hub’ – the 24/7 daily grind of operations and micro-managing – to the ‘spoke’ of your business.

Instead of an Owner-Manager, you become an Owner-Investor. And, in the process, you’ll…

Create a Business that is Liberated, Profitable, and Utterly Sellable

We get it. We’re entrepreneurs, too.

Your business is your baby. You’ve built it up from nothing.

You’ve poured blood, sweat, and tears into it for years – probably for decades – and it has rewarded you with a good life.

But, sometimes, you wonder if this is all there is to life… and you’re right.

There is so much more.

If you long to be there with your family and not miss any more of life’s precious moments.

If you dream of stepping into your life purpose and Mission.

(yes, your purpose does go far beyond your business)

And, if you’re ready to get serious about crafting your legacy in a way that protects you, your family, your employees, and your customers, then our Exit Planning Process is what you’re looking for.

It’s Time to Step Out of Your ’24/7 Job’ Pretending to Be a Business

How does it work?

Our goal is to help you gently release the reins of your business so that it can grow, and you can breathe.

We start with a thorough assessment – of you and of your business.

We look at your goals and objectives – and dreams – to create a plan for your business and for your next phase.

(yes, you do have a next phase and it isn’t just working the links to lower your handicap
…unless that’s your dream)

You see, we get what it means to be an entrepreneur. We might retire for a little while but then our minds start looking for the next opportunity to change the world.

We never really retire, we just move to the next phase.

Once we figure out what you want your next phase to look like and what resources you need to make it happen, then we look at your business and identify the Key Performance Indicators and Value Drivers that will most quickly transform what you have into what you need for a successful exit and transition.

We focus on connection (to you, your family, and the Divine) and systems (business systems, smooth employee relations, and Operations Manuals), to get your time under your control – maybe for the first time in years! This allows you to hold on to the business you’ve worked so hard to build, while you actually live the life you long for. Instead of just passing through it in a burned out blur.

Whether you plan to exit in the next 4-5 years, or your exit is a decade or more away, now is the time to create your plan and craft your legacy.

Why wait to liberate yourself from your business?

Your next level is waiting.

Build Your Business
with the End in Mind