A Private Advisory Forum for Owners Preparing for Exit

We’ve formed a small, invitation-only group for business owners planning a transition, sale, or succession within the next 3–5 years. This is a confidential forum focused on two critical objectives:

• increasing the value and transferability of your business
• designing a meaningful and financially secure next chapter

This is not a course, a networking group, or a sales pitch.

It’s a curated circle of experienced owners and trusted advisors having practical,
candid conversations about what really matters before an exit.

What You’ll Gain

✅ A clearer strategy to increase enterprise value
✅ Peer-level feedback from owners facing similar decisions
✅ Confidential “hot seat” problem-solving sessions
✅ Exit readiness assessments and actionable insights
✅ Access to experts in M&A, legal, tax, wealth, and post-exit planning
✅ A trusted community that understands both the business and personal side of transition

Simply stated:

Because preparing to leave your business may be the most important leadership decision of your life.

Freedom Score is a 10-minute, online questionnaire that evaluates your financial readiness to fund the next phase of your life after your business. Freedom Score calculates your Freedom Point – when the sale of your company will generate enough to fund your desired lifestyle for the rest of your life. Discover how to reach financial independence, de-risk yourself financially, and live worry-free in the next chapter of your life. Get Your Freedom Score.