From Business to Legacy
Exit Framework
Coaching & Consulting Programs
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
FOLLOWED
$3500 / mo*
60 Day Sprint
Discover Phase completed previously
Month 1: Protect Phase
Month 2: Decision Phase
*2 month minimum
$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
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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