Stage 1: Discover Value

Gain clarity on where your business stands today — and where hidden value is waiting to be unlocked.

• Align personal, financial, and business goals into a single freedom target.

• Benchmark current valuation against industry and buyer expectations.

• Identify performance gaps, risks, and untapped growth opportunities.

• Establish a clear “freedom number” and value growth roadmap.

Stage 2: Secure Value

De-risk the business, protect what you’ve built, and make sure nothing can derail your future exit.

• Reduce key-person and owner dependency through systems and leadership depth.

• Build financial resilience with contingency and continuity planning.

• Shore up legal, operational, and insurance foundations.

• Align your personal financial plan with your long-term exit strategy.

Stage 3: Elevate Value

Scale what works, systemize what doesn’t, and turn your business into a premium, predictable asset.

• Build repeatable processes and documented playbooks for every core function.

• Establish recurring, reliable revenue streams that drive predictability.

• Strengthen brand positioning, customer stickiness, and market differentiation.

• Create metrics dashboards and accountability systems that drive enterprise performance.

Stage 4: Freedom (Extract Value)

Transform years of effort into financial freedom — while ensuring your company thrives beyond you.

• Get “due diligence ready” with clean financials, systems, and documentation.

• Craft a compelling narrative and Information Memorandum that attracts premium buyers.

• Assemble a trusted advisory team (M&A, legal, tax, and wealth) to protect your interests.

• Structure your deal to maximize after-tax proceeds and future optionality.

Stage 5: Legacy (Manage Value)

Turn your exit into lasting wealth and generational impact.

• Build an investment and wealth strategy that aligns with your post-exit goals.

• Minimize taxes and protect assets across generations.

• Create new vehicles for purpose, philanthropy, and legacy.

• Maintain involvement at your level of choice — as owner, investor, or advisor.