Exit Your Business

Without the stress of navigating complex strategies alone

A straightforward guide of resources and tools to prepare your business for a successful exit

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Happy customers worldwide

Only 30% of businesses that are put up for sale successfully exit

Hey, Beau and Bobby here

We are entrepreneurs, just like you. As a family, we've successfully launched and then sold businesses. Throughout this journey, one thing that caught us off guard was the scarcity of resources available for navigating the exit process. We invested immense amounts of time in research, spent money where we didn't need to, and stumbled through avoidable errors. Reflecting on the experience, there's a wealth of knowledge we wish had been at our fingertips.

As entrepreneurs, we intimately understand the dedication, hard work, and perseverance it takes to build a business. It's a journey filled with countless challenges, requiring blood, sweat, and tears. Our goal is to help you fully leverage the valuable asset you've worked so hard to create. To spare you the hurdles we encountered, we've put together this playbook. It's designed to navigate you smoothly through the process, ensuring you don't face the same setbacks we did. Enjoy!

Bobby Lewis - Twin 1

Beau Lewis - Twin 2

We are passionate that you don't fall prey to

The Top 10 threats to an exit

The Exit Playbook Includes

Access to Step by Step Content

Downloads / Content Attachments

Exclusive Access to

Community Group

Upcoming and Future Content Discounts

Access to Service Provider Professional Contacts

See the full curriculum

The exit playbook Includes:

Module 1: The Succession Plan Landscape

In this module you'll gain a comprehensive understanding of the array of exit strategies available to you. Navigating the exit landscape can be full of complexity and emotional weight. Without a knowledge of the exit landscape, you may face uncertainty, potentially leaving significant value on the table or jeopardizing the legacy you've worked tirelessly to build.

Whats Included:

  • Personal Outcomes

  • Your Net Net Number

  • Emotional Considerations

  • M&A / IPO / ESOP / Family Succession / Management Buyout

  • Choosing Your Exit Strategy

  • Confidentiality Considerations

  • More.........

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$50,000 Savings!

"Going in the wrong direction can be so costly! I could have saved $50,000 in fees to the wrong people if I would have had this information"

Module 2: Business Valuations

Without this foundational knowledge, business owners risk overlooking critical elements that could dramatically affect their company's valuation. This module aims to equip you with the essential skills and insights needed to approach your exit strategy with confidence, ensuring you are well-prepared to maximize your business's value and secure a favorable outcome.

Whats Included:

  • Purposes Of The Valuation

  • Valuation Approaches

  • Financial Analysis

  • Forecasting / Future Earnings

  • Multiples & Discount Rates

  • Industry Multiples

  • SDE & Add Backs

  • More.........

Module 3: People & Compensation

Each topic is designed to address the unspoken challenges and anxieties of stepping back, providing you with the knowledge and tools to secure your legacy and ensure the long-term prosperity of your business without you at the helm.

Whats Included:

  • Fire Yourself Daily

  • Identify Key Personnel

  • 6 Principles of Ownership Mentality

  • Retention Strategies

  • Aligning With Market Standards

  • Legal and Compliance & Liabilities

  • Documentation & Records

  • More...........

Module 4: Financial Records Prep

Historical financial analysis will empower you to present your business's financial trajectory convincingly, while our modules on debt management and working capital analysis are designed to help you tidy your financial house, ensuring it's in peak condition for scrutiny.

Whats Included:

  • Statements Accuracy & Review

  • GAAP Financials / Audits

  • Historical Analysis

  • Debt Management

  • Debt Instruments

  • Working Capital Analysis

  • Forecasting & Projections

  • More..........

Module 5: Market Conditions & Timing

Navigating the ever-evolving business landscape requires a deep understanding of multiple interrelated factors, from the overarching economic climate and specific industry trends to the nuances of market demand and the competitive landscape.

Whats Included:

  • Economic Climate

  • Industry Trends

  • Market Demand

  • Competitive Landscape

  • Interest Rates

  • Tax Considerations

  • Market Valuations

  • More...........

Module 6: Legal & Compliance

Failing to arm yourself with the necessary legal and compliance knowledge and strategies could lead to a plethora of issues, from financial losses to legal battles, potentially derailing your exit strategy. This course section is designed to equip you with the insights and tools needed to navigate these challenges.

Whats Included:

  • Legal Health Check-Up

  • Risk Management & Liability

  • Employment Law Considerations

  • Regulatory Compliance

  • Preparing For Due Diligence

  • Will & Trust

  • More..........

Module 7: Business Stress Testing

Conducting a stress test on your business can lead to significant cost savings. By identifying and resolving issues early in the process, you'll avoid costly pitfalls before even beginning a deal process, ensuring a smoother path forward.

Whats Included:

  • Customer Reports

  • Customer Concentration

  • Product & Services Concentration

  • External Factors Impacts

  • Customer & Supplier Contracts

  • Supply Chain Risks & Factors

  • More...........

Modules 8: Emotional Attachment

Selling your business is not just a financial transaction; it also carries significant emotional weight. The emotional aspect of this process can introduce unforeseen challenges, making it essential to ready yourself for this part of the journey.

Whats Included:

  • Sense of Loss

  • Future Engagement

  • Guilt & Responsibility

  • Attachment & Letting Go

  • Personal Identity

  • Legacy & Impact

  • More..........

Module 9: Operational Systems

Mastering these areas is critical. Without this knowledge, your business might suffer from inefficiencies, reduced profitability, and lower valuation, making the exit process more challenging and less rewarding.

Whats Included:

  • Scalability

  • Current Assets Capacity

  • Upgrades Needed

  • Technology Stack

  • Data Integrity & Migration

  • Maintenance System

  • User Training & Support

  • More...........

Modules 10: Deal Structure / Negotiation

Grasping the intricacies of the deal process and mastering how to effectively navigate each phase can save you a substantial amount of money by preventing costly oversights and unfulfilled expectations.

Whats Included:

  • Assembling the Deal Team

  • Valuation Checkup

  • Confidentiality Agreements

  • CIM Packet / Marketing the Business

  • Letter of Intent

  • Negotiation Tactics

  • Due Diligence

  • Bill of Sale

  • More..........

Module 11: Post Exit Investment Landscape

Being aware of where and when to allocate your capital can significantly influence your overall net worth, potentially leading to considerable tax savings or benefits from market timing.

Whats Included:

  • Stock Market

  • Bond Market

  • Real Estate

  • Private Equity & Venture Capital

  • Commodities

  • Alternative Investments

  • IRA's, 401 K's, and Pensions

  • Cash & Cash Equivalents

  • More...........

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