Every business is for sale—eventually. Are you ready today for tomorrow’s rewards?

We ask this question about any other decision in life: Why am I doing this? To what end?

But for some reason, we don’t ask this question about what we spend the most time doing: our life’s work. We don’t get curious and say, What’s the point of it all?

The answer feels obvious: the point of work is to work, right?

The grind, the hustle, the glory—for success, however you might define it: to achieve a level of influence. A certain threshold in your bank account. Recognition and respect in your field. Kingship over your domain. To achieve is the point.

But is it? When we think the point of work is to work—to spend our time well, to the best of our abilities—we forget that work (and power, and influence) is only a tool to enable life, on your terms.

As your Certified Exit Planning Advisor, we start here, asking: Why do you work? To what end?

• • What is your real enterprise value today, relative to the market?
• • What would help you grow your business to best-in-class for the greatest possible lasting legacy?
• • Can your business thrive without you? Would you be able to sell or pass it on with confidence?
• • Are you ready to let go even if you got top dollar?

If you’ve never turned your attention to value over income—to the end result over the daily grind—you’re not alone.

You might have 70-80% of your net worth tied up in your business, but still lack a clear plan for how or when you’ll unlock the wealth you’ve built.

We’ve done succession planning for years—but we were limited in scope. With our recent designation as Certified Exit Planning Advisors (CEPA), we have the additional know-how to mine real value out of your business and help you move on to the next chapter of your life on your terms.

• • Close gaps in profit, value, and long-term wealth
• • Align your personal, financial, and business goals
• • Build a business that can run (and thrive) without you
• • Prep for a smooth, successful exit—on your terms

It may not be your time yet—but it’s never too early to build greater value and boost the quality of your organization for a higher-value, higher-quality life. For today, and for the decades to come.

Let’s get started

Are you a Lifestyle Owner or a Value Creator?

Lifestyle businesses usually do not have much market value, so their owners usually cannot transition to unlock the wealth trapped in them:

• 1. The business would flounder without the owner
• 2. Business value is assumed based on tangible capital (Property, equipment and machinery, vehicles, furniture and fixtures, inventory, computer hardware) over intangible capital (IP such as patents, copyrights, and trademarks; goodwill; brand recognition; customer lists; proprietary technology)
• 3. The business struggles to retain top talent because the owner has a hard time giving up control and confidentiality
• 4. Key relationships are with the owner, not the company
• 5. The business has not packaged up their IP
• 6. Daily operations have weak structures, processes, cultures, and systems, with little documentation
• 7. Most knowledge, strategy, and vision resides in the owner’s head
• 8.The owner doesn’t have time for personal or financial planning because all their time goes into (micro)managing their business

• 1. Their identity is independent of their business
• 2. They know the less the owner is needed for daily operations, the more valuable the business is
• 3. Talent blossoms and flourishes, and the company invests in its development
• 4. Key relationships are with the owner, not the company
• 5. The business has not packaged up their IP
• 6. Daily operations have weak structures, processes, cultures, and systems, with little documentation
• 7. Most knowledge, strategy, and vision resides in the owner’s head
• 8.The owner doesn’t have time for personal or financial planning because all their time goes into (micro)managing their business

Changing outcomes for business owners and their families begins with a mindset shift: