91% of Business Owners believe they should have a written plan for exit, however…



Have no written plan


Have no plans for life after the business



Of Owners in the US plan to sell in the next 10 years



Will stop being Owners at some point

Source: Exit Planning Institute

Plan to exit on your own terms and conditions with our ExitReadiness® products...


ExitReadiness® BASECAMP


Are you able to easily pull away from the business for one day and plan strategically for business growth and your eventual exit? If not, you need to attend the ExitReadiness® BASECAMP.

Each Session includes a seminar presentation, Q&A with subject-matter-experts, and time allotted for personal reflection and creation of action items. The value received in this workshop is strategy for more freedom in the business today, and a successful exit from the business tomorrow.

Register today for our next BASECAMP

Pat & Corby were incredibly helpful in the successful sale of our business. They also helped us prepare for all of items we just didnt know that we needed to do to prepare for our future and a successful retirement plan. This was an incredible experience.
— Client Quote

ExitReadiness® BASEPLAN

$2,000 per month for five months (sole owner)

Is right for you if...

  • You need an “audit” of your personal and business readiness for exit

  • You don't know how to begin planning for your exit

  • You're within 1-10 years of exiting and would like an “audit” of both your business and personal readiness for exiting your business

  • A minimum investment of time and money is a current priority

  • You need help clarifying goals and your ideal exit route

  • You want to know what your business is really worth and if it’s sellable

  • You want a 90-day plan for action

Our Certified Exit Planners will assess readiness and produce a 90-Day Action Plan.

Learn more about the BASEPLAN Process

The personal commitment that we received from Pat & Corby was way beyond what we expected.
— Client Quote


$3,500 per month for 6-18 months (sole owner)

Is right for you if...

  • You're within 1-10 years of exiting

  • You want a comprehensive plan designed and implemented by experienced advisors

  • You want a trained Certified Exit Planner to act as “Plan Manager” in establishing and coordinating your team of required experts

  • Benefits include lower plan costs through increased efficiency and peace of mind with confidence that all planning areas have been coordinated sufficiently

Engage our Certified Exit Planners in coordinating this most significant event in your life.

Great people to work with, very knowledgeable, helpful team of people recommended to meet various needs.
— Client Quote

Contact us

For additional information or engaging our services.

Full Name *
Full Name