Nationwide!

385.444.2284

Business 2 Eternity Institute

From Business to Legacy
Exit Framework

Coaching & Consulting Programs

Business 2 Eternity Institute

Your Full - Cycle Transition Partners

We make sense of the complex exit planning process, aligning business, financial, and personal goals to maximize value and ensure a seamless, fulfilling next chapter.

Business to Eternity" represents the ultimate journey of a business owner—from building an enterprise to creating a lasting legacy that endures. It’s about transforming years of work into something timeless, aligning your business success with your personal, financial, and legacy goals.

Our framework goes beyond the transaction, guiding you through a seamless transition that not only maximizes the value of your business but prepares you for the next chapter of life—whether that’s retirement, philanthropy, or passing on your legacy to future generations.

With our expertise, your business becomes more than a venture; it becomes a purpose-driven story that echoes far into the future.

We believe that businesses are best when "Built To Exit" INTENTIONALLY, even if the exit is not for many years to come..

tiny challenge

Tiny Challenges & Other Programs!

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

Growth Strategies

Masterclass

G.R.I.T.

Creating the Aligned Path Beyond the TBI (Total Breakdown of Identity)

A.L.I.G.N.

Awaken - Lead- Integrate -

Growth Narrative

P.A.T.H. (Purposeful Actions Towards Higher value)

Software: SYNRGMap

Align Business, Financial, Personal Goals to the Exit

  • SYNRGMap Assessment

    One Assessment. Three Lenses. Your Complete Readiness Snapshot

    Exiting a business isn’t just about numbers...

    It’s about aligning your personal identity, business value, and financial legacy.

    The SYNRGMap™ Assessment gives you a 360° view in less than 12 minutes, so you know exactly where you stand and what to do next.

  • Discover:

    🔹 Personal Identity & Purpose

    • Who you are beyond the business

    • Blind spots in reinvention, resilience, and alignment with your core values

    • Insights based on Maslow’s hierarchy, ACT, and NLP

    🔹 Business Value Drivers & Readiness

    • How your company scores across the 8 Value Drivers

    • Risks of over-reliance on you as the owner

    • Where buyers see transferable enterprise value vs. personal goodwill

    🔹 Financial & Legacy Positioning

    • The strength of your wealth outside the business

    • Readiness factors like buy-sell agreements, key man insurance, and estate planning

    • Alignment with future lifestyle, legacy, and mature living transitions

    ✨ At the end, you’ll see your Exit Readiness Profile — highlighting your strongest capital, your weakest leg of the stool, and your recommended next step in the Business 2 Eternity™ journey (RISE, ALIGN, PATH, DRIVE, or PROPEL)

Other Assessments:

  • SYNRGMap BizVal (comin soon! updated 10/3/25)

    Evaluate current value of your business and what’s driving or holding it back

    -Identify what’s driving or dragging your value down

    -Focus your time on the areas that will move the needle most

    -Understand what your business is really worth before you sell

  • WHY Basic Assessment (Request Assessment link)

    Helps you discover the driving force behind everything you do—your core purpose and motivation. Knowing your WHY gives you immediate clarity, boosts self-awareness, and helps you make more aligned decisions in your personal and professional life.

  • WHY Operating System Assessment (Request Assessment link)

    Uncovers your complete internal operating system—your WHY, HOW, and WHAT

    offering deeper insight into what drives your decisions, behaviors, and purpose. Align your personal and professional life with clarity, confidence, and authenticity by understanding the full picture of your unique value.

    Framework for an actionable roadmap for communication, leadership, career choices, and relationship building

  • Workshop: Team WHY Operating System (Request Assessment link)

    Up to 10 Team Members: $500 Workshop

    The team WHY.os assessment uncovers each member’s full operating system—WHY they do what they do, HOW they bring it to life, and WHAT they deliver—creating a powerful foundation for collaboration. Fosters deeper understanding, improved communication, and strategic alignment by showing how each person uniquely contributes to the team’s success

© 2025 | Privacy Policy

Online Nationwide!

385.444.2284