From Business to Legacy
Exit Framework
Coaching & Consulting Programs
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
6 MO. Community Access
WHY Assessment
Closing the Wealth Gap
Creating Positive Cash Flowing Asset Portfolios
Expert Guest Speakers (Real Estate, Hedge Funds, Investing)
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)
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
WHY Workshops
Workshops
Team Building - Branding - Leadership Communication Skills
Know Yourself - Know Your Clients
Cohorts and Communities
Female Business Owners
Professionals for Seniors
Owners Planning to exit
Agents Only Community
Tiny Challenges
For Women Business Owners
R.I.S.E Revolution -
Rebuild - Reinvent -Thrive
Programs
From Growth to Exit
Post Business Journey Plans
Agents Productivity Coaching
Bootcamps
Masterclasses
Software: SYNRGMap
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