Exit Readiness
Blueprint.

$495lifetime access

The complete self-paced course. Seven modules built around the Core 5 + 2 framework — videos, workbooks, and ready-to-use templates that walk you through the preparation work a buyer is going to look for, in the order that matters.

Owners who'd rather do the work themselves.

The Blueprint is built for owners who know their business well, have time to prepare, and want a clear playbook instead of a consulting engagement.

  • You're 12–36 months from a real exit conversation
  • You're comfortable working through templates and videos at your own pace
  • Your team can help with the operational documentation
  • You want to preserve the option to sell without committing to a specific timeline

Consider the Diagnostic if

  • You're closer to six months out and want a reviewed roadmap
  • Your readiness is very uneven and you can't tell where to start
  • You'd rather have a senior advisor sort it for you

Core 5 + 2. Seven modules. One story.

Every module closes a specific gap in the buyer's view of your business. Do them in order — or jump to the one that's hurting you most.

Core 1

Financial Readiness

Organize and clean your financial presentation. Document add-backs. Build a defensible narrative a buyer can trust.

Core 2

Operations & SOP Transferability

Map critical workflows, write SOPs that actually get used, and reduce the owner-dependent bottlenecks buyers price as risk.

Core 3

Team & Management Continuity

Identify key-person risk, clarify roles, and prepare a transition story a buyer will actually underwrite.

Core 4

Concentration & Contract Transferability

Map customer concentration, inventory your agreements, and harden transferability before a buyer asks.

Core 5

Diligence Readiness

Build the diligence folder structure, inventory what exists, and link documents to the buyer questions they answer.

Overlay 1

Owner & Deal Readiness

Clarify your exit goals, non-negotiables, and deal-structure tolerance before a buyer forces the conversation.

Overlay 2

Compliance Red Flags

A practical scan for the legal, licensing, and regulatory items buyers will find — surfaced on your terms, not theirs.

A business a buyer can understand and trust.

The Blueprint isn't theory. Every module ends with a concrete deliverable — a workbook you've filled in, a template you've adapted, a document your own team can use.

  • Clean, explainable financial story
  • Documented SOPs for critical workflows
  • Role briefs and continuity plans
  • Contract inventory and transfer tracker
  • Customer concentration contingency plan
  • Organized diligence folder + index
  • Owner goals and non-negotiables sheet
  • Compliance red-flag log

Before you enroll.

Roughly 30–40 hours of video plus the workbook exercises. Most owners take eight to twelve weeks to work through it alongside running the business. It's self-paced with no deadlines.

Yes. Your purchase is lifetime access — every update to the videos, workbooks, and templates is included automatically.

Your CFO, ops lead, or GM should absolutely be part of it — each seat covers you and the people who will actually help you do the work. If you have a larger team that needs formal access, reach out.

Your Blueprint enrollment credits toward the $1,950 Diagnostic if you decide to upgrade. The Blueprint is also included with the Diagnostic if you start there instead.

30-day refund. If you work through the first module, apply the exercises honestly, and it's not useful, we refund the course in full.

Enroll in the Blueprint.

Seven modules. Lifetime access. A concrete deliverable at the end of every section. $495 one-time.