Pro Membership

Your successful business exit begins here.

Let us show you HOW to transition out of your business on your own terms and timeline and improve your outcome.

There are six steps that you should take in order to create your Business Ownership Transition Plan (BOTP):

  1. Determine your goals and best-case scenario
  2. Calculate how much money you need from your business exit
  3. Understand what your business is worth today and how to maximize its value
  4. Evaluate your exit options, both internal as well as external and see how they match up to your goals
  5. Quantify how taxes and advisory fees will reduce your net proceeds
  6. Pick an exit strategy based on what you have learned in the steps above

In addition to everything in our free membership: 

  • 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

As a PRO member, you will also receive: 

  • 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

New content is added monthly including interviews with business owners who are successfully exiting their businesses and webinars with experts on advanced topics.

Who is PRO Membership For?

PRO membership is for all owners who want to take charge of their future and plan their own exit, regardless of the size of their business. We will teach you what you need to do so you have the best chance of achieving all of your goals.


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Join one of our memberships today to gain access to all the resources you need to secure your deal of a lifetime!

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