ATTENTION: Business Owners

WE HELP GROW YOUR BUSINESS

We provide expert guidance on succession planning, growth strategies, tax optimization, and increasing business value.

HOW WE INCREASE VALUE

We evaluate your business using 8 key value drivers, generating a Sellability Report to identify potential weaknesses. Our expert consultants then provide tailored strategies to grow and prepare your business for sale, covering tax planning, exit options, acquisitions, and a structured exit plan.

As part of our process, we deliver a verified business valuation, giving owners a clear understanding of their potential sale price. Unlike standard accountant valuations, our approach as business brokers uses Seller’s Discretionary Earnings (SDE) to maximize your business’s value—often securing higher sale prices.

At Freedom for Founders, our goal is to educate business owners on all available options whether growing, buying, or selling—so you can make the best decisions for your future. We've been in your shoes, and we're here to guide you every step of the way

Asses 8 Key Value Drivers

Provide a Verified Business Valuation

Provide Expert Insights and Strategies for growth

Every strategy begins with knowing your company's value

How We Value A Business

Seller's Discretionary Earnings (SDE)

SDE is a financial metric used to determine the total financial benefit a small business generates for its owner. It starts with the EBITDA and adds back expenses like the owner's salary, benefits, and discretionary expenses (e.g., personal car lease, travel) to show the true earning potential of the business.

Why SDE offers higher valuations:

1. Adjusts for Owner's Expenses: SDE includes the owner's compensation and personal expenses, which are often minimized for tax purposes, giving a clearer picture of actual earnings

2. Normalizes Earnings: It removes non-recurring and discretionary expenses, providing a more accurate and comparable measure of profitability

This approach helps potential buyers see the true earning potential, often resulting in higher valuations than traditional accounting methods.

DO YOU QUALIFY FOR A CAPITAL GAINS EXEMPTION?

When you sell your business, the government taxes your capital gains, which can take a hefty bite out of your hard-earned sale profits. Smart planning, though, can soften the blow and keep more cash in your pocket.

The GRowth Procces

We guide business owners through a structured, results-driven approach to ensure a successful and profitable exit

START HERE...

1. Complementary Business Valuation

We offer a completely free consultation to provide a rough estimate of your company’s value. Understanding your current worth and identifying weaknesses is the first step in building a successful growth or exit strategy.

One of our expert consultants will take the time to learn about your business and conduct a high-level assessment. If financials are available, we can also provide an unverified business valuation to give you a clearer picture of your potential market value.

From there, our experienced advisors will outline next steps tailored to your business goals, often with a focus on maximizing value and planning for a future exit.

2. Benchmark Program

Our Benchmark Program is designed to help business owners assess, enhance, and maximize their company’s value, whether for future growth or a potential sale. This structured, expert-led process provides key insights and strategies to ensure your business is positioned for success.

What You’ll Gain:

✅ Comprehensive Business Assessment – Evaluate your company’s sellability and receive a verified financial business valuation.

✅ Strategic Growth & Optimization – Identify key drivers, adjust scenarios, and implement strategies to increase business value.

✅ Expert Transition Planning – Receive personalized guidance on exit strategies, succession planning, tax optimization, and capital gains exemptions.

✅ 3-4 Hours of Personalized Consulting – Work with our expert team at a time that fits your schedule.

Program Breakdown:

Step 1: In-Depth Business Assessment

✔ Analyze all aspects of your business to identify strengths, weaknesses, and growth opportunities.

✔ Outcome: Receive a 30-page Business Sellability Report and a verified financial business valuation.

Step 2: Strategy & Scenario Planning

✔ Review key drivers, test different growth scenarios, and adjust strategies to improve valuation.

✔ Outcome: Get a new projected valuation based on business improvements, with expert insights to boost your score.

Step 3: Transition & Exit Readiness

✔ Assess your personal and financial readiness with expert succession, exit, and tax planning.

✔ Outcome: Gain clarity on timing, transition strategies, and ways to maximize value before your exit.

Whether you're scaling for growth or planning your exit, this program ensures you have the right strategies, valuation insights, and expert support to achieve your goals.

3. Discovery Program

Our Discovery Program is designed to help business owners prepare strategically for a profitable and seamless exit. Through personalized consulting, financial valuation, and buyer-focused analysis, we ensure you have the clarity, strategy, and confidence to transition successfully.

What You’ll Gain:

✅ Evaluate Your Exit Readiness – Receive a Sellability Report, PREScore Report, and Freedom Score Report to assess personal and financial preparedness.

✅ Get a Certified Business Valuation – Understand your market value and optimal listing price with a professional valuation.

✅ Strategic Planning for Growth & Transition – Align personal and business goals with expert exit, succession, and tax planning.

✅ Buyer-Focused Business Assessment – Conduct due diligence and optimize marketability to attract the right buyers.

✅ 8-10 Hours of Personalized Consulting – Work with our expert team on your schedule.

Program Breakdown:

Step 1: Exit Readiness & Business Assessment

✔ Evaluate your business on 8 key value drivers and assess your personal and financial readiness for transition.

✔ Outcome: Receive a 30-page Sellability Report, 30-page PREScore Report, and 20-page Freedom Score Report.

Step 2: Financial Valuation & Sale Preparation

✔ Analyze reports to confirm financial security, transition readiness, and market positioning.

✔ Outcome: Expert guidance on sale readiness, financial stability, and a certified business valuation with an official listing price.

Step 3: Buyer Perspective & Due Diligence

✔ Evaluate your business from a buyer’s perspective, ensuring it's fully prepared for scrutiny.

✔ Outcome: Gain full preparation for buyer questions, objections, and negotiation strategies.

This program provides the insights, valuation, and strategic planning needed to maximize your business’s value and secure a successful exit.

4. Business Brokering

In this final stage, we take your business to market and act as a strategic intermediary between you and potential buyers, ensuring you receive maximum value for your company.

Using our professional network and leading listing platforms, we implement a targeted marketing strategy to attract serious buyers. Our team prepares comprehensive marketing materials and documentation to position your business competitively.

We also conduct a buyer-focused assessment to complete due diligence, helping you anticipate and answer potential buyer questions with confidence. Throughout negotiations, we provide expert advising, structuring, and deal support to help you achieve the best possible terms.

When you’re ready to sell, we ensure a smooth, well-managed transaction from listing to closing—so you can exit on your terms and move forward with financial freedom.

Check Out Our Benchmark Program