Business Owner Resources

Take advantage of our education and assessment resources, created for busy business owners looking to invest in their post-exit lifestyle and legacy.

Take Free Assessments

We've partnered with ExitMap® and The Value Builder System™ to give you access to two assessments designed for business owners like yourself. Each assessment produces a score or report that gives you a professional insight on your current preparedness for the most significant event of your career as an owner -- your inevitable exit.
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Follow Our Podcast

Listen in on exclusive interviews with various subject matter experts in the business and personal planning world. Each expert shares key insights that every business owner needs to know. Our hosts draw out the most valuable trips through engaging conversation in concise episodes.
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Join the Academy!

Exit Readiness Academy is an affordable way for busy business owners to start creating a plan for the lifestyle and legacy they want to leave. We've made it simple, because the sooner you create a plan, the better your life post-exit will be.
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Stay In-The-Know

Get educational emails on various topics related to planning your exit.