
Are you a Proud Parent or Strategic Seller?

Proud Parents
Your business is your baby. You are most proud of the company you have built and will continue to grow the business for 10+ years. You believe in the philosophy of “continuous improvement” and want to be a better entrepreneur.
- Motivated by financial freedom
- You are committed to working strategically on the business.
- You think proactively, and want to “scale the sale.”
Strategic Sellers
Finally, it’s time to be paid for the years and years of sweat equity. You are starting to seriously consider your exit strategy and selling your business for maximum value is a key component of your retirement lifestyle. You see the end of the runway and it’s less than 10 years from today.
- You want to position the company for maximum value
- Gain clarity on how to exit most effectively
- Figure out your number
- Find another passion for the next stage of your life

Phase 1
SPEAK TO AN EXPERT to see whether you should take the PREscore assessment or get your Value Builder Score first. Book a Vision Quest call so we can learn more about your current motivations.
Phase 2
A Free Consultation to discuss your results of the PreScore or Value Builder Assessment. We’ll dive deep into your Business Model, and your current challenges.
Phase 3
Explain the scope of the Value Builder Engagement, the time commitment, pricing, and how to get started. At the end of the third call, we’ll both decide if we’re ready to engage in a journey to build strategic value in your company.
The Freedom Point: A Financial Planning Guide for Business Owners
As business owners, you typically face two difficult choices: when to sell your business and at what price. Selling your business may seem far off into the future, but if exiting your business now would give you the financial resources to do whatever you want, it may be worth considering sooner than feels natural.
This eBook offers a simple methodology you can apply to reach financial independence – what we call The Freedom Point. You may be closer to a carefree life than you think.
You’ve Built An Amazing Business… Now What?
As an owner, you’re ready for almost anything. But recent data shows that even the most affluent and successful founders struggle with one common problem: the regret of how they handled leaving their company.
Are you ready to take the next step?
Get In Touch
LEARN HOW TO INCREASE THE VALUE
OF YOUR BUSINESS!