Are you trapped inside of your own business ?

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RECENT PROJECTS

FROM $1M-$5M

FREEDOM
POINT

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RECENT PROJECTS

FROM $1M-$5M
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Your business may not be ready for a life change when you are

We see it all the time. You’ve spent an entire lifetime building your business so that you’d be in the position to do what you really wanted when the time came.
The problem is that when you finally reach that point, wanting to explore your options, all of your wealth is trapped inside of the business. And to get it out is proving far more difficult than expected. 

Have you taken the steps to maximize the value of your business and make it attractive to potential buyers? To make it a truly valuable and sellable company? 

80 to 90% of the typical business owner's wealth is tied up in the business's value.

Your business feels like it’s sucking the life out of you. Your family time is suffering. You’re the one that’s solving all the problems. Cash flow is never enough. Employee turnover is deflating.

Sound familiar?

If your business feels like it’s stuck, everything can suffer. Employee morale can be affected and productivity and profitability can suffer as a result.

We believe you deserve a business that’s working for you, not the other way around, so you can reach what we call the Freedom Point. A point where you have a business that thrives without you at the center of all activity. When you reach the Freedom Point, you’ll find yourself with options. The option to sell the business or keep it and let it keep generating income for you.

That’s what having a sellable company will do for you. It affords you options.

If you’re like most business owners, your aspiration for freedom is hardwired inside you. Starting a company may not be enough to facilitate the freedom you imagined.  Being “the boss” doesn’t necessarily free you from demanding customers or highly dependent employees.

When you started your business, you set out for freedom but along the way, you got stuck. Or maybe the better word is trapped.

Trapped in a “job”. You’re the super-employee, the one with all the institutional knowledge and solves all the problems.

Trapped in short-term thinking focused on making money instead of being focused on long-term strategic thinking centered on building value.

Trapped wealth. For many business owners their business is their largest asset by a wide margin. The reality is that more than 80% of businesses never sell, and many that do unfortunately leave a lot of money on the table.

Having a great exit from your business is a process and not an event. It takes time and effort to build a truly valuable business that buyers are willing to pay a premium for. But the things is… when you have a business that has all the characteristics that make it valuable to potential acquirers - especially one that doesn’t require you the owner at the center of all activity, it’s also a great business to own.

You shouldn’t have to put off being able to chase the dreams that you started out with because you don’t know where to start.

Of the 80% to 90% of business owners who have their financial wealth locked up in their companies, only about 8% of them have a plan for how to liberate it.

We believe you deserve options. Reaching the Freedom Point isn’t just about selling your business. Sometimes you’re better off holding on to the business as a great income generating asset and you change your role from operator to owner.

Maybe you want to sell, maybe you don’t. There are several ways to liberate your wealth from the business that don’t require an outright sale.

We’ll get you ready for an awesome outcome, regardless of the path you choose!

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Make Your
Company Sellable.

Get to a point where you own the business, the business doesn’t own you.
We all set out for freedom and along the way, we got stuck. Stuck sacrificing time with our families. Stuck trying to figure out why growing has become so much more difficult. Stuck being in the center of every decision and having to solve every problem.

We help business owners reach their Freedom Point. Our team has spent years running companies, down in the trenches, just like you. We’ve seen those companies through their exits, so we know what it takes.

We’ve completed seven and eight figure deals to different types of buyers, including public companies and private equity. We were there throughout the entire process of creating and launching the company, right through the exit.

We’ve also been through what happens next. Having to answer the tough questions for ourselves about what’s next after the sale.

What are you going to do now? What do you do with the money to make it last?

Everything that you’re going to face and experience, we’ve been through it for ourselves and our clients.

We walk alongside our clients on their own journey to increasing the value and saleability of their company, while at the same time reducing its dependence on them.

Creating a truly valuable and sellable company is so much more than just looking to sell. It’s getting into a position so that your company runs without you having to be at the center of all activity.

It’s about getting your company in a position where you have choices. It’s about getting your company into a position where it is attractive to potential buyers.

We’re working with a company now where the owner was stuck in the middle of every decision, every problem, and every issue. Trapped in the day to day. We’ve helped position the company where the owner can now take off for months at a time and travel, knowing things are operating as they should. And in doing so, he’s seen the value of the company increase by a multiple north of 8x since we first started our engagement.
And we can do the same thing for you

BENEFITS

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Clarity

You’ll get a clear picture of where you stand.

So you’ll know how much money you’re going to need and how to get your business ready to provide it.

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The Right People

You’ll have access to experts to guide your preparation.

So you don’t have to waste time trying to find experts that may or may not have been through what you’re going through - without breaking the bank.

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Options

A sellable business gives you options.

The paradox is that the more sellable (and thus valuable) a business is, the more it becomes worth holding on to. You might not be so quick to exit when you have an increasingly valuable business that thrives without you having to be the main driver of it. Maybe you’ll want to keep the business and let the cash flow power your dreams for what comes next . . .

Freedom Point Blueprint

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Step 1:

Set Up an introductory call so that we can better understand your own situation and challenges, and then if you think we can be helpful, you’ll get access to our assessments, which you can complete in under half an hour.

Step 2:

Complete our three assessments:
Personal Readiness, Freedom Score, and Value Score.

Once complete, we’ll book your Discovery Call to review the results of your scores.

Step 3:

The Discovery Call. We’ll jump on a Zoom call and review your Personal Readiness, Freedom Score, and Value Score.

You leave this call with a recipe of what it will take for you to reach your Freedom Point. How much money you’ll need, if now's the right time, and how we can work to maximize the value of your business to get the most out of it.

HERE's WHAT YOU'LL GET:

FULL SERVICE SOLUTIONS

Personal Readiness Score:

Helps you determine how ready you are to sell, which means you’ll know if now is the time to really look at selling your business.

Freedom Point Blueprint:

An easy to follow system that will guide you through each phase of your journey, which means you’ll have a plan you can execute…making processes, and knowing what people are working on.

Clear Financials & Metrics:

Know exactly where you are financially at any point in time, which means you’ll have the metrics to need in order to track your key performance drivers along with financials that will meet the requirements of potential buyers.

Freedom Score

Helps you determine if you’ll have enough money to fund your plans, which means you’ll know what you’re looking to do after you make a change and that you’ll have enough money to last.

Transition Coaching:

Trusted advisors and coaches that have been through exactly what you’re going to face, which means you’ll have experts in the entire process that have done it. Done it for themselves and for others.

Options:

You get to choose how you want to transition to the next phase of your life, which means you’ll get the quality of life you started out planning for and the choice of how to make that happen.

Value Score:

A full assessment of your business and what to do to maximize its value, which means you’ll know exactly what steps you need to take in order to maximize the value of the company before you decide on what to path to take - continuing to grow the company or selling it.

Fractional Experts:

A leadership team that won't break the bank as you move to a system that no longer relies on you for everything, which means you’ll get access to experts to help fill the gaps in leadership as you transform your company without overpaying.

Hiring & Recruiting:

Get the right people in the right seats. Have a team that will drive your business forward to be sellable, which means you’ll have a better working environment - vibes that elevate and result in less turnover.

Operations & Processes:

How to get your business systemized to allow it to operate without you, but you being able to keep tabs on things, which means you’ll have a playbook on how your business operates, what roles are needed, who to put in those roles, and how to keep track of progress.

WHAT MAKES A SELLABLE COMPANY?

Leadership team in place running the day-to-day operations.
Not overly reliant on a single customer, supplier or employee.
Marketing & delivery without the face of the founder.
High customer satisfaction increasing the likelihood customers will repurchase and refer business.
Multiple reliable customer acquisition channels.
High cash flow, profitable, with strong prospects for growth.
Differentiated product/service offerings from competitors.
Reliable and consistently delivered financials.

What DOES THIS MEAN?

Leadership team in place running the day-to-day operations.
Not overly reliant on a single customer, supplier or employee.
Marketing & delivery without the face of the founder.
High customer satisfaction increasing the likelihood customers will repurchase and refer business.
Multiple reliable customer acquisition channels.
High cash flow, profitable, with strong prospects for growth.
Differentiated product/service offerings from competitors.
Reliable and consistently delivered financials.

Freedom Point

We believe that every business owner deserves to reach their Freedom Point. The point where they own their business and the business no longer owns them.
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