DISCOVER YOUR ESTIMATE OF BUSINESS VALUE!

Business 2 Eternity Institute

From Business to Legacy
Exit Framework

Coaching & Consulting Programs

Does this sound familiar?

PROPEL — Positioning Results-Oriented Planning for Exit & Legacy
Stage: Value Acceleration Execution (EPI’s 90-Day Sprint)
- Goal: Execute a strategic plan that maximizes value and prepares for a successful, well-timed exit

- 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)

- 🔹Focus Areas:
  - Execute EPI’s 90-day Value Acceleration sprint
  - Owner readiness and business attractiveness
  - Financial planning and post-exit strategy
  - Succession and leadership transitions
  - Final selection and planning of exit strategy
  - Personal and professional legacy alignment

- - Tools & Deliverables:
    - Formal Business Valuation (via certified valuation analyst, CVA)
    - EPI Readiness and Attractiveness Reports
    - Personal Financial Freedom Plan (linked to Freedom Score)
    - Finalized Exit Strategy Plan (with timeline and contingencies)
    - Succession Map and Leadership Transition Guide
    - Legacy Blueprint (integrating family, philanthropy, values, etc.)
    - Deal Team Alignment Checklist
    - Exit Plan Summary Deck (client-ready presentation format)

Deliverables

8 Value Drivers

4 Intangible Capitals

Initial Roadmap

P.A.T.H. Program Included

D.R.I.V.E. Program Included

Reduction / Elimination of Wealth, Value, Profit Gaps

Investment Options to create Cash Flow Producing Assets

Innovative Strategies to reduce Business Value and Profit Gaps, if any

Business Valuation

($2500 value)

Non-certified business valuation from CVAand buyer booklet provided

Live Q&A During

Group Sessions

In addition to:
One on One consultation sessions to have your questions answered.

Exit / Succession Planning Resource Team

Resource team needed to move into the next phase with clarity and confidence

Private Community Access

Join members in an exclusive FB group & community portal, reserved for P.R.O.P.E.L. members

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

90 Day Sprints

Formal Exit Planning

Position for Profitable Exit

Business owners ready for final exit preparation

Going to market within 1 year

Intentional Builder

FOLLOWED

PATH > DRIVE > ALIGN > PROPEL

$3500 / mo*

60 Day Sprint
Discover Phase completed previously
Month 1: Protect Phase
Month 2: Decision Phase

*2 month minimum

Urgent Exiter

ENTERING INSTITUTE AT

FORMAL EXIT PHASE

$5000/mo

90 Day Sprint
Month 1: Discover Phase (complete)
Month 2: Protect Phase
Month 3: Decision Phase
Can participate in other programs

*3 month minimum

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