Bridge to the Next Chapter: Your Premier Business Broker and Certified Exit Planning Advisor (CEPA)
Bridge to the Next Chapter: Your Premier Business Broker and Certified Exit Planning Advisor (CEPA)
Growth & Exit Strategies | Valuations | Commercial Real Estate
  • Unlocking Value, Guiding Success, Accelerating Results

    Complimentary ESTIMATE of Value
You've Built an Amazing Business...
Now what? 

Successful founders struggle with one common problem: How they handled leaving their company.....

The next eight minutes could profoundly impact the second half of your life… are you ready?

Take 8 min Assessment

There comes a time when the sale of your company will generate enough income to fund the rest of your life. 

We call it the Freedom Point.

Receive your Freedom Score Report, an analysis of your financial readiness to enter the next phase of your life.

Take 10 min Assessment

Join 65,000 business owners and get your score on the 8 factors that drive your company's value

Take 13 min Assessment

Service Plans

infographic coming soon

Self Service  

Diagnostic: Value builder Score©  estimate of value,  value building content, free tools and eBooks

Fast Eval: 1 Module, self paced online access to tools & videos

Register for Starter (Free)
Register for Fast Eval ($300)

Masterminds and Fast Track Program

Peer to Peer support and accountability

Mastermind Group:  Monthly - 12 Modules

Fast Track Program:  8 Drivers of Value - 8 weeks plus 2 one on one calls

Register for Mastermind
Register for Fast Track

Strategic Planning at Client Site

Utilizes Scaling Up and Scalable Methods to focus on:  People, Strategy, Execution,  Cash Flow

Annual Strategic Planning: At client location

Quarterly Strategic Planning:  At client location

Register for Annual Strategic Planning
Register for Quarterly Strategic Planning

Custom Packages

Full Business Turnaround 

Organizational Behavior - Change Management 

Instructional Design 

Individualized Projects: Lean Six Sigma, Zoho, Red Hat, Predictive Analytics,  +

Contact us to Create Custom Package

Value Builder Package Programs

Value Builder Fast Track 2023 -1

Jumpstart your Value Builder Journey in this 8 Week LIVE program + 2 one on one sessions
April 7, 2023 -  June 2, 2023
Call for details 
15 Available Spots (updated 3/12/23)

12 - Month Value Builder Mastermind Groups

Exclusively for Business Owners

Starts May 2023

25 Available Seats

Value Builder Fast Track 2023-2

Jumpstart your Value Builder Journey in this 8 Week LIVE program.
Starts June 9, 2023 - July 28, 2023
Call for details 

25 Available Spots (updated 3/12/2023)

Annual And Quarterly Strategic Planning Programs

Quarterly:  Strategic Planning 

1 Day - Client Location
  • Build an “operating system” to scale your business - without sacrificing your life to it 
  • People - Strategy - Execution - CashFlow -Alignment - Communication - Accountability

Strategic Planning 

2 Days, Client Location

Includes Travel within USA

Implement next annual growth - scale or exit plan

Annual Business Valuations

2 Types of Valuations Available:
  • Non-Litigation Support 
  • Litigation Support