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Engineer Your Best Exit
Before the Window Closes
Because in 3-5 years you want more than a transaction – you want freedom, legacy and the peace of knowing you left on your terms – properly rewarded for the business you have built.
We Understand What You’re Facing
You’ve built something extraordinary — but it often feels like you’re sprinting a marathon you can’t step away from.
You’re fielding client calls from the passenger seat on the way to a family wedding.
You’re approving payroll at 10:30 on vacation.
You keep telling yourself you’ll start exit planning “after this busy season” – but the busy season never ends.
Why Exit Planning is Counter-Intuitive
For years, your ability to solve problems in real-time and keep your hands on every lever is what’s kept the business thriving.
But in the buyer’s eyes, those same strengths can be risk factors.
If everything runs through you, it can’t run without you – and that makes your business harder to buy….and therefore harder to sell. Most buyer’s aren’t interested in buying a job.
Why Now?
Every month you wait is another month the market could shift, your industry could consolidate, or your key team member could get poached – all before you’ve positioned yourself to maximize your sale.
The owners who get premium offers are the ones who prepared years before they need to. The Exit Lab is that first step to being fully prepared.
Involuntary Exits + Unsolicited Offers.
Not all exits happen on your timeline.
Involuntary exits can be triggered by health issues, partnership breakdowns, market shifts, or family needs.
Unsolicited offers can come when you least expect them — sometimes at flattering valuations, but often with terms that look good on the surface and fall apart in due diligence.
If you’re not prepared, you may:
Leave millions on the table
Agree to terms that limit your freedom post-sale
Be forced into a rushed, defensive negotiation
Exit readiness means you’re always in a position of strength — whether the decision to sell is yours, or someone else’s.
Who This is NOT For
One of our clients got an offer over lunch at a conference – a flattering number on paper. But when we dug in, the terms would have kept her tied to the business for three more years , with no control over key decisions. Because she’d already done the work to prepare, she was able to counter with a better structure – and walk away with more cash, less stress and her freedom intact.
Not all exits happen on your timeline.
Involuntary exits can be triggered by health issues, partnership breakdowns, market shifts, or family needs. In fact, 50% of exits happen this way.
Unsolicited offers can come when you least expect them — sometimes at flattering valuations, but often with terms that look good on the surface and fall apart in due diligence.
Businesses without financial records in order (we can’t fix what we can’t see)
Anyone seeking a generic, one-size-fits-all seminar
If you’re not prepared, you may:
Leave millions on the table
Agree to terms that limit your freedom post-sale
Be forced into a rushed, defensive negotiation
Exit readiness means you’re always in a position of strength — whether the decision to sell is yours, or someone else’s.
The Mindset You Need
The owners who thrive post-sale are the ones willing to see the raw truth about their business and act on it.
They’re not just selling a company. They are engineering their next chapter, whether that’s launching a new venture, investing, or finally taking that three month trip they’ve been talking about for years.
For now, it is about understanding the levers you can pull to make your business even more valuable and where to start.
The Room & The Conversations
It’s not a lecture. It’s 20 owners who understand what it’s like to carry payroll, lose sleep over a client contract, and still have to show up for their kid’s soccer game. The conversations here are frank, strategic, and confidential – the kind you can’t have in a generic seminar.
The Flow of the Day
The Four pillars we will be diving into during the day are:
The Numbers – a buyer’s perspective
Tax Minimization
Escaping the Owner’s Trap
Growth Potential
The emphasis will be on developing a clear action plan, prioritized by the items that have the largest impact.
The Experts:
We are master facilitators with deep knowledge of the process of preparing your business and also in the transactions. They have been there, have the t-shirts. We will bring wisdom, insight and practical advice.
What Founders Say
"The Exit Lab unlocked so much for me - not just in terms of the value of my business and how to increase it, but also creatively in terms of how I want to spend my time and what really lights me up as a founder. The group of participants and sense of community and collaboration at the event was incredible. Highly recommend to anyone in business who wants to be more strategic and future minded about growth."
- Agency Founder
"The Exit Lab changed my approach to growing my business. I have a clear and solid plan moving forward to increase the value of my business.
The take aways and leaners are solid, actionable and clear. I also got more out of the day than expected. Thank you.
Content highly relevant and well delivered. I learned a great deal. "
- Multi-location Business Owner