WHY Assessment for Teams, Branding, Personal Growth
How to live your life's purpose and monetize your gifts by knowing your WHY!
Single/Divorced/Widowed Female Business Owners
Professionals for Seniors Owners:
"From Serving Seniors to Securing Your Legacy: Exit Planning for Senior Care Professionals"
Valuations*
Enhancing Intangible capitals
Review: Buy- Sell agreements, insurance plans
Risk Mitigation
Align Business, Financial, Personal goals
Design Post-Business Life Plan
*non certified - Connect if certified needed
Free Seminars, Webinars, Panels and Workshops for Mature Living transitions
Life by Design Plans
Podcast: Mature Living Podcast Series
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..
Specialized Cohorts and Communities
Single/Divorced/Widowed Female Business Owners
Professionals for Seniors Business Owners
Specialized software
SYNRGMap: Align Business, Financial, Personal Goals to the Exit. Know what's next!
Multi Day/Week Challenges
P.A.T.H. : Purposeful Action Towards Higher Value
Single/Divorced/Widowed Female Business Owners
"From Solo to Soaring: The Female Business Owner's Exit Journey"
Professionals for Seniors Owners:
"From Serving Seniors to Securing Your Legacy: Exit Planning for Senior Care Professionals"
D.R.I.V.E: Designing Roadmaps for Increased Value to Exit
P.R.O.P.E.L.: Positioning Revenue Opportunities for Profitable Exits and Legacy
A.L.I.G.N. : Assess, Legacy, Intentions, Goals, Navigation
PreScore measures how attractive and ready your business is for a potential buyer or investor
-Identify the hidden risks that could lower your company’s value
-Build a stronger business whether you plan to sell or not
-See what buyers care about most so you can focus on what matter
-Gain peace of mind knowing where your business stands today
Freedom Score
FreedomScore shows how close you are to achieving personal financial freedom after exiting your business
-Clarity on Personal Financial Readiness
-Aligned Exit Planning
-Prioritize initiatives that increase business value and personal liquidity
-Empowered Strategic Planning
-Take control of your future
ValueScore evaluates the current value of your business and what’s driving or holding it back
-See the true current value of your business based on real data
-Identify what’s driving or dragging your value down
-Focus your time on the areas that will move the needle most
-Track your progress as you build a more valuable company
-Understand what your business is really worth before you sell
Owner Centricity (coming soon)
Measures how dependent your business is on you as the owner, revealing whether it can thrive without your constant involvement
WHY Basic Assessment
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
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
Team WHY Operating System Zoom Meeting to Discuss Assessment: 10 Team Members $500
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
Contact
385.402.4046
for ALL Business 2 Eternity:
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