A good exit isn't one skill. It's several, working in the same direction. These are the six advisors who prepare your business, and you, for the exit you want.
Exit preparation touches every discipline of a business at once. Your financials, your legal structure, your valuation, your team, your wealth, and your own readiness all have to be handled, and they don't wait for each other. So The Exiter Club™ isn't one advisor with a broad title. It's six specialists in one integrated engagement, each owning the part they know best. They work alongside the professionals you already trust, from one shared plan.
Founder of 14 companies with 5 exits. Creator of The XOS Method™ and author of Exit Without Exiting™. Featured in Inc. and Entrepreneur magazines, and a 2x TEDx speaker. Leads your exit strategy, runs your engagement, and works with you on the operational moves that make the business independent of you.
Your go-to advisor for exit planning, delegation, hiring, SOPs, and building systems that get you out of the daily grind.
Founder and CEO of Clear Profit 365, a national tax and accounting firm, with 20+ years as a Chief Financial Officer and tax advisor guiding business owners through growth, optimization, and exit preparation. Gets your financials clean, clear, and buyer-ready.
Your go-to advisor for business financials, tax strategy, and building clean financial systems that support a successful exit.
Founding Principal of Madfarm Advisors, a boutique M&A advisory firm dedicated to lower middle market business owners. Supports founder, family, and entrepreneur owned businesses in sell-side engagements across industrials, manufacturing, distribution, and business and professional services. Holds a Juris Doctorate from the University of Tennessee College of Law with a focus on business transactions. Establishes your baseline valuation and leads the transaction conversation when your business is ready for market.
Your go-to advisor for valuation, deal readiness, and making your company more attractive to buyers.
Business, tax, and estates attorney representing companies across professional services, technology, construction, manufacturing, and real estate. Serves as outside general counsel to LLCs, C corps, S corps, partnerships, and nonprofits, with an LL.M. in Taxation and experience before the IRS and U.S. Tax Court. Finds the issues that kill deals before a buyer's counsel does.
Your go-to advisor for legal structure, M&A, tax planning, and exit-related legal strategies.
Certified Financial Planner and CEO of Counterflow. Co-founded Overflow Coffee Bar and exited in 2018. Certified Profit First Professional and Bank On Yourself® Practitioner, and creator of the "STILL" method for financial clarity. Plans the personal side of the exit, so the money the business becomes actually funds the life you're exiting into.
Your go-to advisor for personal financial planning, tax savings, and creating your own banking system.
Speaker, mentor, and human potential expert specializing in leadership development and transformational coaching. Built multiple ventures including a six-figure e-commerce business, and overcame personal health challenges that reshaped his approach to sustainable success. Works on the founder, not the business: identity, fear, and the psychology of letting go.
Your go-to advisor for getting your head on straight to deal with the daily obstacles of entrepreneurship.
The advisors aren't a directory you call when something breaks. They're an engagement you move through together, starting the day you join.
In your first 90 to 120 days, you sit down one-on-one with each of the six advisors. Each session works your business through that advisor's lens: financials, valuation, legal, wealth, operations, and mindset. Together those six conversations produce your personalized Exiter Plan, the roadmap the rest of your engagement runs on.
Once the plan is set, the advisors stay in reach. You get twice-monthly meetings that pair advisor-led training with live roundtables, weekly office hours to work through what's in front of you, and a private member channel between sessions. The plan gets revisited as the business changes.
The fastest way to meet the advisors is to start the work. Begin with the diagnostic, or apply now.
Built for founders of profitable US and Canadian businesses planning an exit within the next five years.