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.