The complete self-paced preparation library. Seven comprehensive workbooks built around the Core 5 + 2 framework — plus ready-to-use templates that walk you through the preparation work a buyer is going to look for, in the order that matters.
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.
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.
Organize and clean your financial presentation. Document add-backs. Build a defensible narrative a buyer can trust.
Map critical workflows, write SOPs that actually get used, and reduce the owner-dependent bottlenecks buyers price as risk.
Identify key-person risk, clarify roles, and prepare a transition story a buyer will actually underwrite.
Map customer concentration, inventory your agreements, and harden transferability before a buyer asks.
Build the diligence folder structure, inventory what exists, and link documents to the buyer questions they answer.
Clarify your exit goals, non-negotiables, and deal-structure tolerance before a buyer forces the conversation.
A practical scan for the legal, licensing, and regulatory items buyers will find — surfaced on your terms, not theirs.
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.
Expect 25–40 hours of focused work across the seven workbooks, depending on how much applies to your business. 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 workbooks and templates is included automatically.
Your CFO, ops lead, or GM should absolutely be part of it — each purchase 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.
The Blueprint and the Diagnostic are separate products. You can purchase the Diagnostic at any time — and if you've already worked through the Blueprint, the self-directed prep you've done only makes the Diagnostic review sharper.
30-day refund. If you work through the first workbook, apply the exercises honestly, and it's not useful, we refund the Blueprint in full.
Seven modules. Lifetime access. A concrete deliverable at the end of every section. $495 one-time.