We Don't Just Consult.
We Build.

Most exit planners give you a list of things to do. We actually do them. Our team embeds with yours to transform your business from the inside out.

01

Phase 1: The Fit & Strategy Session

Before We Start

Before we touch your business, we sit down together for a candid, one-on-one conversation. Karl and your ownership team align on goals, timeline, and whether our model is the right weapon for the exit you want.

Key Deliverables:

Mutual fit assessment between you, your business, and our incubator model
Clarifying your personal goals: freedom, legacy, number, and timing
High-level readiness snapshot across financials, operations, and leadership
Clear yes/no decision and next-step recommendation within 48 hours
02

Phase 2: The Deep Dive Audit

Weeks 1–4

We tear your business apart to find where the value is leaking. We analyze financials, operations, and team structure.

Key Deliverables:

Financial Recasting (Add-backs & EBITDA adjustments)
Operational Risk Assessment
Key Employee Retention Analysis
Growth Lever Identification
03

Phase 3: The Value Multiplier

Months 2–24

We implement the changes that buyers pay a premium for. This is the heavy lifting where we professionalize your company.

Key Deliverables:

Implementing SOPs & Documentation
Installing Middle Management Layer
Diversifying Customer Base
Automating Key Processes
04

Phase 4: The Exit Execution

Months 25+

We help you take your polished asset to market, creating a competitive bidding environment among qualified buyers.

Key Deliverables:

Preparation of Confidential Information Memorandum (CIM)
Buyer List Development
Management Presentation Coaching
Deal Negotiation Strategies
Take the First Step

Ready to Exit on Your Terms?

Stop worrying about retirement. Make it happen.

Only 3 spots remaining for Q1 2026 cohort
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