Build a Business That Gives You Freedom, Space, & Exitability
...whether you stay, scale, or sell
Who I Help
I work best with owners of established service businesses who are starting to think about what comes next.
Where your business is profitable. You're making money. And you've built something meaningful.
You're business might still rely too heavily on you and your direction.
And you want more freedom from your business.
You're considering the thought of selling or transitioning away from your business.
You want your business to be more valuable.
Too much of your net worth is tied up in your business.
You want to de-risk with more options available to you, no matter what happens.
You're not quite ready for retirement and want to maintain ownership.
You want to stap back and spend less time running your business.
Not knowing / not taking action is holding you back from attaining freedom, space, and exitability.
You are the ones I help.
What I Do
I make businesses more valuable, independent, transferable, and EXITABLE™.
After we've worked together, we will have turned your established service business into one that gives you more options, whether you're looking to stay, scale, sell, or step back.
For you, that might look like:
Turning you unsellable business into one that is desirable with buyer demand.
Freeing up your time and mental bandwidth by removing you as the main bottleneck.
Helping you navigate your transition without losing personal identity.
Positioning your business so it won't be undervalued, discounted, or compromized in negotiations.
How It Works
Conversation ➔ Diagnostic ➔ Review ➔ Engagement
The Advisory Process
Strategy Session
A conversation about where you are, what's changing, and what you're trying to accomplish.
You talk. I listen.
Scorecard
A deeper diagnostic of the business across the five pillars of exitability.
No advice until I have the full picture.
Results
We identify where your business is strongest, where it is constrained, and which issues matter most.
An objective view of your business.
Work Together
If there's a meaningful opportunity to improve the business's value, transferability, independence, or options, we determine what working together would look like.
You decide.
When I have adequate context to understand your business, I'll use my experience, the diagnostic, and our conversations to identify what actually matters.
Then I'll show you what to prioritize with the frameworks to get the outcome you want.
Strategic Advisory Engagement
A focused advisory engagement for established business owners who want to make their business more valuable, transferable, and less dependent on them.
Diagnostic-driven recommendations
Not sure where you stand? Take the Exitability Scorecard.
Prioritized opportunities
Not sure where you stand? Take the Exitability Scorecard.
Frameworks and strategic guidance
Go deeper. Register for the next workshop.
Outcome based results
Want to explore your situation? Book a call.
The EXITS Method™
I developed the EXITS Method™, my proprietary framework built around five pillars of exitability:
E
EMOTIONAL MATURITY
Can you walk away?
X
X-FACTOR
Can you acquire or merge to increase value?
I
INDEPENDENCE
Does your business run without you?
T
TRANSFERABILITY
Can someone else own it after you're gone?
S
STRATEGY
Do you have multiple exit options?
Together, they help you build a business that continues creating value without depending on you.
Separate personal identity from your business
Recognize M&A growth and value creation opportunities
Build a business that runs independent of you
Increase asset value for the hold / eventual transition
Create multiple change and exit options before you need them
With it, you get more options to stay, scale, partner, or sell.
TL;DR
I help established service business owners build businesses that are more valuable, transferable, and less dependent on them, so they have more options for what comes next.
We start with a conversation, use the Exitability Scorecard™ as a diagnostic to identify your biggest constraints and opportunities, and then help owners prioritize and address what matters most.
You don't need to be preparing to sell or transition. The goal is to build a business that gives you the freedom to stay, scale, partner, step back, or sell.
Build a business with options whether you stay, scale, or sell.
