Tools Built to Add Millions to Your Exit
If you’re not ready for full coaching, but still want to take strategic action, this suite of digital tools is the perfect place to start. Designed for $2M-$10M businesses, each resource gives you actionable insights to prep for a 4x EBITDA exit – on your own schedule, without the guesswork.
Retire Rich Toolkit
$900.00
Purchase all five tools together for a discounted rate. A comprehensive DIY toolkit to prepare for a 4x exit.
Client Diversification Guide
$250.00
A 20 page PDF with strategies to reduce reliance on 1-2 big clients, including risk assessment tools and diversification plans tailored to niche markets like oilfield parts or construction
Lean Operations Playbook
$350.00
A step-by-step PDF guide to systemizing owner-dependent operations using lean principles. Includes industry-specific templates.
Buyer Outreach Script
$200.00
A customizable Word/PDF script with email and phone templates to attract premium buyers in Houston/Midwest markets. Includes tips on tailoring pitches.
Exit Readiness Audit
$300.00
A self-guided audit with a checklist and scoring system to assess your sale readiness. Includes a template to identify key gaps and next steps.
EBITDA Multiplier Calculator
$150.00
A digital tool to estimate your business’s 4x valuation potential based on EBITDA, with input fields for revenue, costs, and adjustments. Includes a downloadable PDF report.
Not Sure Which Tool Is Right for You?
We’ll help you choose the tools that match your goals, timeline, and exit strategy – no pressure, just practical advice.
- No pressure, just guidance
- Confidential & personalized
- Clarity in under 30 minutes