DISCOVER YOUR ESTIMATE OF BUSINESS VALUE!

Business 2 Eternity Institute

From Business to Legacy
Exit Framework

Coaching & Consulting Programs

D.R.I.V.E.

Designed Roadmaps for Increased Value and Exits

Transition Planning &

Pre-Acceleration

DRIVE — Designing Roadmap for Increased Value to Exit

Goal: Prepare business and owner for Value Acceleration by aligning team, reducing owner dependence, and exploring exit paths

Assessments & Diagnostics

- WHY.os (WHY, HOW, WHAT)
  - Enhanced branding
  - Team Communication and better collaboration
- Owner Centricity Assessment
- Value Builder Deep Dive (modular 12-month or quarterly focus)

Exit Planning Mindset

Team and leadership development

Family governance introduction (if applicable)

Early-stage exit option discussions (e.g., internal transfer, 3rd party sale, ESOP...)

Begin identifying strategic gaps in attractiveness and readiness

Shift from owner-centric to team-centric business

Tools & Deliverables:

WHY.os Profile and Team Map

Owner Centricity diagnostic report

Preliminary Exit Options Matrix

Family Governance Primer or Legacy Planning Starter Kit

Stakeholder Alignment Map

Value Growth Roadmap (12-month action plan with key initiatives)

Vision-to-Exit Strategy Map (initial alignment with exit goals)

Feature & Benefit

tbd

Feature & Benefit

tbd

D.R.I.V.E. Mastermind

6 MO. Community Access

Designing Roadmaps for Increased Value and Exits

For Business Owners Preparing for an Exit in 2-5 years

Includes:

WHY Assessment

Closing the Wealth Gap

Creating Positive Cash Flowing Asset Portfolios

Expert Guest Speakers (Real Estate, Hedge Funds, Investing)

Admission

6 Mos.

$997/mo

Solidify 4 Intangible Capitals
Monthly Live Zoom Q&A
Community to ask questions
Basic WHY Assessment ($65 Value)
Expert Speakers on Creating Positive Cash Flowing Asset Portfolios
6 Mos Access 8 value driver modules
3 - 1 on 1 sessions (every other month)

V.I.P. Admission

12 mos

$797/mo

All in 6 mos admission
1 on 1 sessions each month (1x/mo)
WHY.os Assessment Included ($110 value)
1 Year Access to Modules
12 Mos access to 8 value drivers modules

R.I.S.E. (Women Owners)

Tiny Challenge

Reflect & Reimagine - Identify Risks & Relationships - Strengthen Self Worth & Strategy - Evolve to Purposeful Exit

Rebuilding Maslow's hierarchy of needs for post-business self-actualization, addressing the unique exit challenges women face

P.A.T.H.

Boot Camp

Purposeful Action Towards Higher Value

Enhancing 8 drivers increases business value, buyer appeal, exit readiness, and long-term financial freedom

A.L.I.G.N.

Workshop or Add-on

Assess - Legacy - Intentions - Goals - Navigation

WHY Assessment included

Align business exit strategies with personal goals and legacy intentions.

Reconstruction Roadmap - systematic rebuilding of your life architecture for post-business self-actualization

D.R.I.V.E.

Mastermind

Designed Roadmaps for Increased

Value & Exits

Cohort / Community format

Closing the Wealth Gap - Expert Panels

Creating comprehensive strategic exit plans and mapping the path from business dependency to financial freedom

P.R.O.P.E.L.

90 Day Sprints

Positioning Revenue Opportunities for
Profitable Exits and Legacy
"The final push"

Ensuring complete business readiness for exit/transition/sale, positioning you for confident, profitable exits while transitioning into your most authentic, self-actualized post-business life