DISCOVERY PROGRAM
Know Where You Stand.
See Where You’re Headed

➤ Evaluate Your Exit Readiness – Get a Sellability Report plus PREScore and Freedom Reports to assess personal and financial preparedness.

➤ Receive a Business Valuation – Receive a Certified Valuation to determine market value and listing price.

➤ Strategically Plan – Align personal and financial goals with expert exit, succession, and tax guidance.

➤ Asses from a Buyers Perspective – Conduct due diligence to enhance marketability and maximize sale potential.

DISCOVERY PROGRAM
Know Where You Stand.
See Where You’re Headed

➤ Evaluate Your Exit Readiness – Get a Sellability Report plus PREScore and Freedom Reports to assess personal and financial preparedness.

➤ Receive a Business Valuation – Receive a Certified Valuation to determine market value and listing price.

➤ Strategically Plan – Align personal and financial goals with expert exit, succession, and tax guidance.

➤ Asses from a Buyers Perspective – Conduct due diligence to enhance marketability and maximize sale potential.

REGISTER NOW!

Build an Exit Plan. Get a Valuation. Buy or Sell with Confidence.

SCHEDULE

6-8 hours of personalized consulting with our expert team at a time that works best for you!

Step 1: Assess personal and financial readiness for transition.

Outcome: Sellability Score Report, 30-page PREScore Report & 20-page Freedom Score Report.

Step 2: Review reports to ensure transition readiness and financial security.

Outcome: Expert consulting to confirm sale preparedness and financial stability.

Step 3: Evaluate your business from a buyer’s perspective and complete due diligence.

Outcome: Achieve sale readiness and full preparation for buyer questions & objections.

SELLABILITY REPORT

- Comprehensive 30-Page Report: Includes a Verified Financial Valuation & Exit Readiness Score

- 8 Key Value Drivers Assessment: Uncover strengths, risks, and opportunities to increase value

- Strategic Scenarios & Exit Planning: Plan your ideal exit path with personalized insights and growth options

REGISTER NOW!

Build an Exit Plan. Get a Valuation. Buy or Sell with Confidence.

PRE-SCORE REPORT

  • Identify & Overcome Weaknesses: Pinpoint areas that could jeopardize your exit and get actionable strategies to ensure a smooth, profitable transition.

  • Assess Your Personal Exit Readiness: Understand how prepared you are for a successful business transition, based on four key exit drivers.

  • Secure Your Business’s True Value: Gain insights into financial, structural, and personal factors that impact your exit, helping you maximize business value and sale readiness.

  • Align Your Personal & Financial Goals: Ensure your transition plan supports both your lifestyle aspirations and long-term financial security.

LEARN MORE

Start the process with a conversation!

SCHEDULE

6-8 hours of personalized consulting with our expert team at a time that works best for you!

Step 1: Assess personal and financial readiness for transition.

Outcome: Sellability Score Report, 30-page PREScore Report & 20-page Freedom Score Report.

Step 2: Review reports to ensure transition readiness and financial security.

Outcome: Expert consulting to confirm sale preparedness and financial stability.

Step 3: Evaluate your business from a buyer’s perspective and complete due diligence.

Outcome: Achieve sale readiness and full preparation for buyer questions & objections.

PRE - SCORE REPORT

  • Identify & Overcome Weaknesses: Pinpoint areas that could jeopardize your exit and get actionable strategies to ensure a smooth, profitable transition.

  • Assess Your Personal Exit Readiness: Understand how prepared you are for a successful business transition, based on four key exit drivers.

  • Secure Your Business’s True Value: Gain insights into financial, structural, and personal factors that impact your exit, helping you maximize business value and sale readiness.

  • Align Your Personal & Financial Goals: Ensure your transition plan supports both your lifestyle aspirations and long-term financial security.

REGISTER NOW!

Build an Exit Plan. Get a Valuation. Buy or Sell with Confidence.

SELLABILITY REPORT

- Comprehensive 30-Page Report: Includes a Verified Financial Valuation & Exit Readiness Score

- 8 Key Value Drivers Assessment: Uncover strengths, risks, and opportunities to increase value

- Strategic Scenarios & Exit Planning: Plan your ideal exit path with personalized insights and growth options

LEARN MORE

Start the process with a conversation!