We Don't Just Consult.
We Build.

Most exit planners give you a list of things to do. We actually do them. Our team embeds with yours to transform your business from the inside out.

Phase 1: The Fit & Strategy Session

Before We Start

Before we touch your business, we sit down together for a candid, one-on-one conversation. Karl and your ownership team align on goals, timeline, and whether our model is the right weapon for the exit you want.

Key Deliverables:

Mutual fit assessment between you, your business, and our incubator model

Clarifying your personal goals: freedom, legacy, number, and timing

High-level readiness snapshot across financials, operations, and leadership

Clear yes/no decision and next-step recommendation within 48 hours

Phase 2: The Deep Dive Audit

Weeks 1–4

We tear your business apart to find where the value is leaking. We analyze financials, operations, and team structure.

Key Deliverables:

Financial Recasting (Add-backs & EBITDA adjustments)

Operational Risk Assessment

Key Employee Retention Analysis

Growth Lever Identification

Phase 3: The Value Multiplier

Months 2–24

We implement the changes that buyers pay a premium for. This is the heavy lifting where we professionalize your company.

Key Deliverables:

Implementing SOPs & Documentation

Installing Middle Management Layer

Diversifying Customer Base

Automating Key Processes

Phase 4: The Exit Execution

Months 25+

We help you take your polished asset to market, creating a competitive bidding environment among qualified buyers.

Key Deliverables:

Preparation of Confidential Information Memorandum (CIM)

Buyer List Development

Management Presentation Coaching

Deal Negotiation Strategies

Take the First Step

Ready to Exit on Your Terms?

Stop worrying about retirement. Make it happen.

Only 3 spots remaining for Q1 2026 cohort

Schedule Your Free Evaluation

No obligation

Strictly confidential

We Don't Just Consult. We Build.

Phase 1: The Fit & Strategy Session

Key Deliverables:

Phase 2: The Deep Dive Audit

Key Deliverables:

Phase 3: The Value Multiplier

Key Deliverables:

Phase 4: The Exit Execution

Key Deliverables:

Ready to Exit on Your Terms?

We Don't Just Consult. We Build.

Phase 1: The Fit & Strategy Session

Key Deliverables:

Phase 2: The Deep Dive Audit

Key Deliverables:

Phase 3: The Value Multiplier

Key Deliverables:

Phase 4: The Exit Execution

Key Deliverables:

Ready to Exit on Your Terms?

We Don't Just Consult.
We Build.

We Don't Just Consult.
We Build.