SELF-GUIDED TOOLS

Start building exit readiness on your own timeline

Diagnostic frameworks, implementation playbooks, and templates adapted from the same PE value creation methodology we use with our advisory clients. Most owners start here.

Haven't taken your Exit Readiness Score yet? Start there — it's free →
CHOOSE YOUR STARTING POINT
Two ways to start building infrastructure yourself

Both include the diagnostic frameworks and action plans. The System adds the complete implementation templates and 90-day roadmap.

START HERE
Exit-Ready Starter Kit
Find your gaps. Start fixing the biggest ones.
$49one-time

The diagnostic toolkit that shows you exactly where your business depends on you — and a 14-day action plan to start changing that. Most owners finish the diagnostic on a Saturday morning and start the jumpstart on Monday.

WHAT'S INCLUDED
✓
Exit Readiness Diagnostic Workbook — Expanded self-assessment across all 8 PE diligence dimensions with guided notes and scoring
✓
Owner Dependency Audit — Map every critical function to who performs it, who could, and what documentation exists
✓
14-Day Jumpstart Action Plan — Specific daily tasks, 30–60 min each, that move the needle on your weakest dimensions
✓
Enterprise Value Gap Calculator — Spreadsheet showing the dollar value of each dimension improvement on your multiple
✓
What Buyers Evaluate — 2-page reference showing what a "1" vs. a "5" looks like from a buyer's perspective
Get the Starter Kit — $49
30-day money-back guarantee. No questions asked.
MOST COMPREHENSIVE
THE FULL SYSTEM
Exit-Ready System
The complete 90-day transformation playbook.
$197one-time

Everything in the Starter Kit plus the complete implementation system: CRM templates, sales process documentation, financial readiness guides, SOP frameworks, and a week-by-week 90-day roadmap. This is the full playbook a disciplined owner can run independently.

EVERYTHING IN THE STARTER KIT, PLUS
✓
90-Day Exit Readiness Roadmap — Week-by-week implementation plan across all 8 dimensions with milestones and check-ins
✓
CRM & Pipeline Architecture Template — Complete HubSpot setup guide with pipeline stages, deal properties, and reporting dashboards
✓
Sales Process Documentation Template — Fill-in-the-blank system for lead sources, qualification, stages, talk tracks, and handoffs
✓
Financial Readiness & QoE Prep Guide — Step-by-step financial cleanup, normalization, and monthly reporting setup
✓
SOP Documentation Framework — Prioritization matrix, standard format, and 3 example SOPs for B2B services
✓
Management Readiness Assessment — Leadership evaluation tool, authority matrix, and 12-month development plan template
✓
Legal & Transferability Checklist — Pre-diligence legal review covering contracts, IP, employment, and compliance
✓
Transition Planning Worksheet — Three scenario templates: full sale, CEO installation, and leadership team buildout
Get the Exit-Ready System — $197
30-day money-back guarantee. No questions asked.
SIDE BY SIDE
What's in each package
Starter Kit
$49
System
$197
Exit Readiness Diagnostic Workbook
✓
✓
Owner Dependency Audit
✓
✓
14-Day Jumpstart Action Plan
✓
✓
Enterprise Value Gap Calculator
✓
✓
What Buyers Evaluate — Reference
✓
✓
90-Day Roadmap (week-by-week)
—
✓
CRM & Pipeline Architecture Template
—
✓
Sales Process Documentation Template
—
✓
Financial Readiness & QoE Prep Guide
—
✓
SOP Documentation Framework
—
✓
Management Readiness Assessment
—
✓
Legal & Transferability Checklist
—
✓
Transition Planning Worksheet (3 scenarios)
—
✓
Starter Kit — $49 Exit-Ready System — $197
WHO THIS IS FOR
The right fit — and the wrong one

These tools work for owners who are ready to do the work themselves. They're not a substitute for professional advisory when you need it.

This is for you if:
✓ You own a B2B services business doing $1M–$20M in revenue
✓ You're thinking about a transition in 1–7+ years
✓ You're willing to invest 30–60 minutes per day on infrastructure
✓ You want to understand your gaps before hiring anyone
✓ You're a self-starter who executes from a playbook
This is not for you if:
✗ You want someone to do the work for you
✗ You're looking for a quick-fix before listing next month
✗ Your business is pre-revenue or under $500K
✗ You need M&A advisory or broker services (we can refer you)
✗ You're looking for motivational content, not operational tools
WHAT YOU'LL BUILD
By the end of the 90-day roadmap, you'll have:
01
A clear picture of your gaps
Every dimension scored, prioritized, and connected to enterprise value impact. No guessing about what to fix first.
02
A functioning CRM with real data
Pipeline stages, deal properties, revenue classification, and reporting dashboards — the infrastructure a buyer expects to see.
03
A documented sales process
Lead sources, qualification criteria, stages, and handoff procedures — written down so someone other than you can follow them.
04
Buyer-ready financials
Personal expenses separated, revenue categorized, monthly reporting in place. Ready for a QoE without a three-month cleanup.
05
Critical SOPs documented
Your top 10 processes written down in a format your team can follow and a new hire can learn from.
06
A leadership development plan
Roles assessed, authority clarified, delegation frameworks in place, and a 12-month plan to build management depth.
COMMON QUESTIONS
Before you decide
What format are the materials in?+
PDF guides, Excel/Google Sheets templates, and fillable workbooks. Everything is designed to be printed or used digitally — whichever fits how you work. The CRM template includes screenshots and step-by-step instructions specific to HubSpot (free tier).
I already took the Exit Readiness Score. How is this different?+
The free score gives you a high-level picture across 8 dimensions. The Starter Kit goes deeper — the diagnostic workbook expands each dimension with guided self-assessment, notes, and specific examples from your business. The System then gives you the implementation tools to actually fix what the diagnostic reveals.
Can I upgrade from the Starter Kit to the System later?+
Yes. If you start with the Starter Kit and want the full System later, email us and we'll credit your $49 toward the $197 — so you only pay the difference.
How much time does this actually take?+
The Starter Kit diagnostic takes about 2 hours. The 14-day jumpstart requires 30–60 minutes per day. The full 90-day System requires roughly 5 hours per week — a meaningful commitment, but less than you're probably spending putting out fires caused by the gaps you're trying to fix.
What if I realize I need more help than self-guided tools?+
That's actually the most common outcome — and it's by design. The tools give you clarity on your gaps and progress on the straightforward ones. For the harder structural issues, our Exit Readiness Workshop or Strategic Assessment are natural next steps. Many of our advisory clients started with the Starter Kit.
Is there a money-back guarantee?+
Yes. 30 days, no questions asked. If the tools don't give you clarity on your gaps and a clear path forward, we'll refund your purchase. Email us and it's done.

Not sure which one to start with?

If you want to understand your gaps and take a few immediate actions, start with the Starter Kit. If you're ready to commit to a 90-day build with full implementation templates, go with the System. Either way, your $49 applies as credit if you upgrade.

Starter Kit — $49 Exit-Ready System — $197
Haven't taken the Exit Readiness Score yet? Start there — it's free →