What's Your Endgame? Transitioning Business Owners from Business to Eternity
What's Your Endgame? Transitioning Business Owners from Business to Eternity
Exit Planning| Value Acceleration | Advisory| Valuations | Commercial & Residential Real Estate
  • Workshops

    Business Exit Planning starts with Value Acceleration and a Good Road Map to a Successful Exit. 

    Sometimes, you just need a guide....

Workshops for Business Exit Success


Multi-Week Strategy X Implementation

    In this multi-week implementation workshop:

  • Your Strategic business plan will be on one page, making it easy for you to see how your business vision, mission and goals will be achieved.
  • Risks Managed (ISO 31000)
  • Marketing plan implemented
  • Tactical projects tracked
  • Actions items planned, prioritized and tracked 
  • Employee engagement and communication enhanced

Full Day 
Freedom Workshop

In this Full Day workshop, you will leave with:

  • Initial Implementation of the 8 value drivers to grow and scale your business, with a plan of action 
  • Estimated Value of your Business
  • Personal Readiness Score
  • Freedom Score
  • Action items to protect your business and personal assets NOW
  • Discount to first CEPA engagement to plan your exit strategy
  • Discount to 1 Certified Valuation
  • Resource list

1/2 Day
​Freedom Workshop

In this 4.5 Hour Workshop, you will leave with:

  • Working Knowledge of the 8 Value Drivers needed to be implemented to grow your business
  • Estimated Value of Your Business
  • Personal Readiness Score
  • Freedom Score
  • Understanding of what a CEPA can do for you to plan your exit strategy
  • Understanding of what protections need to be in place for your business
  • Resource list 

CEPA Engagements
​90 Day Sprints




Mature Living Prep Series

FREE seminar series for all things related to Mature Living Transitions

You will be redirected to the Mature Living Resources 501(c)3 page for access to all seminars and podcasts

Aging Journey Plan Creation: 1/2 Day 

Create an Aging Journey plan to be better prepared after a business exit!