Expert Membership

Achieve success when transferring ownership.

As an EXPERT member, you will have access to Jane and our other Transition Mentors as part of a peer group of business owners who are focused on achieving successful ownership transfers.

You will have access to everything in our FREE and PRO memberships:

Blogs
Free Book Chapter
Newsletter
Top 10 Benefits of Exiting Planning
eBooks
- Five Ways to Sell Your Business
- How to Maximize Business Value
- How to Sell to an Insider
- How to Sell to an Outsider
Real-Life Lessons Learned by Owners
Success Stories
BTA Owner Readiness Assessment
Electronic Version of Book
Introductory Course — How to Plan a Successful Business Exit
FREE On-Demand Business Valuations ($2,500 value)
10+ Hour Video Course – How to Cash Out of Your Business
What's Next? Self-Assessment
Ownership Transition Plan
- Document Templates
- Worksheets
- Questionnaires
- Action Plan

PLUS we will mentor you throughout the design and execution of your plan.

You will learn best practices from our work with more than 100 business owners and we will answer all of your questions during:

LIVE Monthly calls.
LIVE Monthly interviews with business owners who are successfully exiting their businesses.
LIVE Monthly webinars with experts on advanced topics such as tax planning, how to maximize business value, how to minimize risks in your business, key employee golden handcuffs and more!

This membership will dramatically improve your chances of:

Transitioning out on your own timeline
Living your ideal life
Maximizing your business value
Closing your deal of a lifetime, and
Achieving financial independence

Who is EXPERT Membership For?

Owners who want to exit on their own terms and achieve financial independence.
We work with select groups of business owners who are:

Ready to start their transition planning now
Committed to learning and implementing the best practices that we will be teaching, AND
Willing to share their experience with peers

See What Our Clients Say

What owner wouldn’t spend [the time] to plan for their next 30 years?

The class was very, very informative. I particularly liked the information relating to being ready personally and financially for an ownership transition.

This course absolutely opened the door for our family conversation regarding the future of our business. The format of the course worked very well and I found the module on business valuation very educational.

We want to sell our business and this course was a great way to become ‘informed’ before we do that. Focusing on my personal goals is the next step for me.

Who is EXPERT Membership For?

See What Our Clients Say

Access a FREE Chapter from “Cashing Out of Your Business”

Join Now!