Certified Exit Planning Advisors Helping Businesses Thrive

Supply Chain Continuity & Exit-Readiness Workshops

Your greatest operational threat isn’t labor or pricing — it’s retirement.
Across the U.S., more than 80% of small and mid-sized suppliers are owner-dependent. When those owners retire without a plan, your capacity and continuity walk out the door with them.

That’s where we come in. As Certified Exit Planning Advisors, we partner with general contractors, manufacturers, utilities, and trade associations to deliver Exit-Readiness Workshops that strengthen entire supply chains through proactive succession and value acceleration planning.

Our facilitated programs help your vendor networks:
● Reduce supplier and subcontractor continuity risk
● Develop succession and value growth strategies
● Build a culture of readiness and long-term resilience
● Protect your organization’s operational capacity

Certified Exit Planning & Value Acceleration Advisors

You’ve built a successful business, now it’s time to turn that success into significance. As Certified Exit Planning Advisors, we help you align your personal, financial, and business goals to create a company that’s ready—and attractive—for transition.

Whether you plan to sell, scale, or step back, our proven Value Acceleration framework helps you:

-Maximize enterprise value before your exit
-Reduce owner dependency and risk
-Integrate wealth, business, and life planning
-Preserve your legacy while securing your financial future

Services Include:
● Owner Readiness & Value Acceleration Assessments
● Business Valuation & Gap Analysis
● Personal & Financial Goal Alignment
● Transition & Succession Road mapping

Assess Your Readiness & Define Your Vision

We begin with a comprehensive look at where you are today — your business value, key risks, and owner readiness. Through our Value Readiness Assessment, we uncover gaps across personal, financial, and business dimensions so you can make informed decisions about your future.

Outcomes: Baseline business valuation, risk profile, and owner readiness roadmap.

Build Your Value Acceleration Roadmap™

Together, we create a custom action plan to close value gaps, reduce owner dependency, and align your company with your long-term wealth and lifestyle goals. Every recommendation is grounded in the Value Acceleration Methodology™, integrating your advisors (CPA, wealth manager, attorney) into a cohesive team.

Outcomes: 12–36 month roadmap with milestones, KPIs, and prioritized initiatives.

Strengthen Operations, People, and Profitability

With clarity comes action. We help implement the roadmap by improving your cash flow, leadership depth, customer diversification, and operational excellence, all key drivers of enterprise value. Whether you plan to sell or simply run a stronger business, this stage creates real, transferable value.

Outcomes: Measurable growth in company value, reduced risk, and scalable systems.

Transition on Your Terms, with Legacy Intact

When the time is right, you’ll be prepared. We help you evaluate options, third-party sale, family transition, management buyout, or partial liquidity event, and coordinate your advisory team to execute a successful transfer that preserves both your wealth and your legacy.

Outcomes: Successful exit or transition, maximized value, and peace of mind.