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Legendary Exits
Customized clarity that defines your destination and powers all of your business and personal actions today
Your Roadmap to a Legendary Exit
Clients come to us for 3 Reasons
1.
Grow Company Valuations to Achieve Personal Goals
2.
Craft Seamless Succession Plans to Pass the Baton
3.
Navigate Crises that Stem from Death, Disability, or Partnership Disagreements
But they all have the same starting point:
A Clarity Engagement
We’ve created an engagement that helps you get clear on exactly what you want and how to achieve it in just 30 days.
We’ll answer three key questions together to create a Northstar for our journey:
1. Where are you today?
2. Where do you want to go?
3. How do you get there?
After the Clarity Engagement we work in 90-day sprints
The Sprints move us through the 4 Phases of Exit Planning
Here’s How You Start
Our Proven Process
Exit Clarity Call
We’ll identify your goals, share our Roadmap to a Successful Exit, and identify the next steps to move forward.
01
Exit Strategy Workshop
Aligns your ownership & leadership teams around a tailored exit plan. We’ll overview a 4-step framework to take you from today to exit, and craft a plan for the next 90 days.
02
Clarity Engagement
Delivers powerful insights in just 30 days, helping you assess and value your business, prioritize key transformations, align your leadership team, and create a tailored action plan.
03
90-Day Sprints
We’ll Break down a multi-year exit plan into manageable, high-impact actions that accelerate value growth and ensure consistent forward momentum every 90 days.
04