Enterprise / Pre-Exit
Preparing the Business for Optionality
Whether you sell, recap, transition to family, or hold forever — you want every option open. This stage is about governance, defensibility, and a business that's worth more without you in it.
What this stage actually feels like.
Optionality & exit readiness
Sell, recap, ESOP, hold — keeping every door open until you decide.
Governance & board
Building advisors, fiduciaries, and the reporting they expect.
Key-person risk
Documenting, deputizing, and de-risking your name on the door.
Tax & estate strategy
Pre-transaction planning that earns multiples on every dollar.
Curated. Not generic.
Each resource is built or vetted by an operator who has been through this stage themselves.
Pre-Sale Diligence Readiness
The 200-item list buyers will ask for — get ahead of it.
Choosing Your Path
Strategic vs. PE vs. ESOP vs. family — the trade-offs in plain English.
QofE-Ready Financials
How your books should look 18 months before a transaction.
Owner Transition Planning
Personal, financial, and identity work for what comes next.
Recent threads from operators in your stage.
"Are you building to sell, or building to hold?"
Discuss"Who could run this on Monday if you didn't show up?"
Discuss"What's your number — and is the business actually worth it?"
Discuss