Business Owners

Are you ready to Grow or Exit?

We are offering complimentary downloads of some of our top financial insights to help you assess your current business and succession strategies. Browse our eBooks and questionnaires, and don’t forget to request your complimentary, no obligation financial review!  

The Exit Checklist:A 5-Step Personal Action Plan
for a Happy (And Lucrative) Exit From Your Business

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 personally ready for what should be the happiest day of your life?

You’ll Discover the Five Steps Needed to Answer the Question, “Are You Ready to Exit?”

  • Get clear on why you’re exiting
  • Align your exit type with why you’re leaving
  • Figure out your number
  • Decide what role you want to play in your company in the future
  • Pick your spot on the exit matrix

The Owner’s Metric: The One Number
You Will Need to Be Truly Free

While you can’t buy happiness, you can buy personal freedom. It comes from having enough wealth set aside that your work becomes a choice, not an obligation.

The fastest way to build the wealth you need to do “whatever you want whenever you want to”?

Focus on the Owner’s Metric.

In this eBook you will learn:

  • How to buy freedom.
  • Eight attributes that drive the value of your company.
  • The key difference between manager metrics and the owner’s metric.
  • What number you need to focus on to truly be free.

Complete Our Questionnaires

Calculate Your Score, Receive a Complimentary Analysis of Report, and Learn Next Steps

Get Your Value Builder Score

Join 70,000 business owners and get your score on the 8 Factors That Drive Your Company’s Value, a comprehensive analysis of your score and a detailed action plan for how to improve your score on each.

Get Your Value Prescore

Exit your business with no regrets.
Get your Personal Readiness to Exit Score today

Calculate Your Freedom Point

There comes a time when the sale of your company will generate enough income to fund the rest of your life. We call it the Freedom Point.