The 2023 National State of Owner Readiness Report reveals that while 70% of business owners plan to transition their businesses in the next decade, only a small fraction are fully prepared. The report highlights a persistent gap between owners’ intentions and their readiness, with most lacking formal transition plans, clearly defined personal goals post-exit, and a coordinated advisory team.

The Value Acceleration Methodology™ outlines a proven 3-phase process—Discover, Prepare, Decide—designed to help business owners grow transferable value, align their personal and financial goals, and exit with clarity and confidence. By addressing the "Three Legs of the Stool" (personal, financial, business readiness), the methodology equips owners to close their wealth gap, reduce risk, and build a scalable, legacy-minded enterprise ready for transition.

The Exit Team Builder Tool equips business owners to assemble and align the right advisory professionals for a smooth transition. By clarifying roles, timing, and collaboration, it ensures experts work in concert toward the owner’s goals—building confidence, closing gaps, and reducing deal risk.

The Workshop Guidelines equips business owners to maximize the value of strategic workshops by clarifying expectations, responsibilities, and best practices. By providing a clear framework for preparation, participation, and follow-through, it ensures focused, productive sessions that accelerate execution of exit and growth strategies.

The guide 5 Reasons Most Business Owners Fail to Exit Successfully explains why up to 80% of businesses never sell and highlights five common pitfalls: lack of a written exit plan, overdependence on the owner, poor financial records, no understanding of business value, and waiting too long to prepare. It emphasizes that intentional, early planning is essential for maximizing value, reducing risk, and creating a legacy-focused, transferable business.

The Value Multiplier Tool helps business owners evaluate and improve the four forms of intangible capital—Human, Customer, Structural, and Social—to increase both EBITDA and valuation multiples. Using a simple 1–6 scoring system called “Common Sense Scoring,” the tool identifies risk areas, benchmarks exit readiness, and guides 90-day improvement sprints to make businesses more scalable, transferable, and attractive to buyers.

The Wealth Gap Diagnostic Tool equips business owners to calculate the shortfall between current assets and the wealth needed for post-exit goals. By analyzing business value, personal assets, and income needs, it highlights opportunities to grow transferable value and create financial readiness with clarity.

The Readiness Issues Checklist is a diagnostic tool designed to help business owners identify personal, financial, and operational obstacles that could sabotage a future business exit. It highlights common issues—such as unclear personal goals, poor financial planning, owner dependency, and deal-killing red flags—so owners can proactively align their life, wealth, and business for a smooth, legacy-driven transition.

The Real Numbers Tool equips business owners to recast their financials—adjusting EBITDA to reflect true, transferable earnings rather than tax-optimized figures—so they can present credible value to buyers. By identifying and documenting addbacks and takebacks across standard expenses, normalization adjustments, one-time events, and discretionary spending, owners gain clarity, increase valuation, and reduce deal risk during exit planning.

The Vision Alignment Tool equips business owners to unify personal, family, and business goals into a single, actionable vision. By documenting values, objectives, and next steps, it fosters alignment, builds momentum, and ensures the business supports both legacy and long-term success.