READY FOR NEXT COMMUNITIES

Helping owners plan, prepare and discover what's next.
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STEP 1: DISCOVER

Find out what your business could be worth.

Take a Business Value Spotlight Assessment and find out what drives value in your business and how you stack up to other companies in your industry.

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Find out your business’ Value Gap – its “Unlocked” Potential Value
How profitability compares to comparable businesses in your industry
Where there may be risks in your business that if addressed, will improve value

What will the Spotlight Report help me with?


- How your business compares with best operational practices

- What areas of your business provide the biggest growth potential

- What your business could be worth if you address potential issues in the business

- Where there may be risk in your business

Is this Program Right For Me?

  • Are you a family-owned business?

  • Is employee ownership an option for my business?

  • Do you know the value of your business?

  • Are you prepared to transition from your business?

  • Do you know what your next chapter looks like?

  • Do you know your value drivers and value killers?

What could your business be worth?

Get a free business value Spotlight Assessment report and find out what drives value in your business and how you stack up to other companies in your industry.

Are you transition ready?

Take one our assessments and learn how to build a holistic plan that accelerates value while aligning personal and financial goals.

Do you have an action plan?

Get access to tools, resources and workshops created by Certified Exit Planning Advisors to develop a three point action plan.

Do you have the right people to implement your plan?

Connect with professional resources to help you implement your plan and become ready for next.

68% of owners don’t have a comprehensive transition plan even though 75-95% of their net worth is tied up in their business.

Getting Started is Easy

Get started by taking your free initial assessment and learn how to become transition-ready by accessing our free micro learning library and more.

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