Meet Your Six Expert Advisors

Six XOS Certified Coaches working together to help you build an owner-independent, exit-ready business tailored to your goals

Why Six Expert Advisors?

No single point of failure - your success doesn't depend on one coach

  • Investment Banking — Prepare for valuation, deal readiness, and exit execution

  • Legal — Structure growth and transactions with exit-focused legal guidance

  • Financial — Improve cash flow, margins, and long-term business performance

  • Wealth Management — Protect and grow personal wealth before, during, and after exit.

  • Mindset & Performance — Strengthen leadership capacity and high-stakes decision-making

  • Exit Strategy — Design your path to owner-independence, whether you're selling, stepping back, or building a legacy asset

Meet Your Coaches

Simone Bachaud, CPA

Financial Coach

Founder and CEO of Clear Profit 365, a national tax and accounting firm. 20+ years as a Chief Financial Officer and tax advisor guiding business owners through growth, optimization, and exit preparation.

Your go-to coach for business financials, tax strategy, and building clean financial systems that support a successful exit.

The Real Jason Duncan

Exit Strategy Coach

Founded 14 companies, exited 5. Creator of The XOS Method™ and author of Exit Without Exiting. Featured in Inc. and Entrepreneur magazines. 2x TEDx speaker.

Your go-to coach for exit planning, delegation, hiring, SOPs, and building systems that get you out of the daily grind.

Scott Mitchell

Valuation Coach

Managing Director at SDR Ventures. Leads investment banking operations including closing transactions, deal execution, and business development. Dozens of completed transactions across B2B services, technology, and industrial services. Series 24, 79, and 63 licensed.

Your go-to coach for valuation, deal readiness, and making your company more attractive to buyers.

Amanda Neely, CFP

Wealth Management Coach

Certified Financial Planner and CEO of Wealth Wisdom Financial. Co-founder of Overflow Coffee Bar (exited 2018). Certified Profit First Professional and Bank On Yourself® Practitioner. Creator of the "STILL" method for financial clarity.

Your go-to coach for personal financial planning, tax savings, and creating your own banking system.

Neo Phalora

Mindset Coach

Speaker, mentor, and human potential expert specializing in leadership development and transformational coaching. Built multiple ventures including a six-figure e-commerce business. Overcame personal health challenges that reshaped his approach to sustainable success.

Your go-to coach for getting your head on straight to deal with the daily obstacles of entrepreneurship.

Nick Thompson, Esq.

Legal Coach

Business, tax, and estates attorney representing companies across industries including professional services, technology, construction, manufacturing, and real estate. Serves as outside general counsel to LLCs, C corps, S corps, partnerships, and nonprofits. LL.M. in taxation with experience before the IRS and U.S. Tax Court.

Your go-to coach for legal structure, M&A, tax planning, and exit-related legal strategies.

How You Work With the Team

  • Kickstart Consultations — Meet one-on-one with each of the six coaches in your first 90-120 days to assess your business and build your personalized roadmap

  • Bi-Monthly Mastermind Sessions — Virtual meetings with fellow members featuring XOS Roundtable discussions, implementation coaching, and Q&A with the advisory team

  • Weekly Office Hours — Drop-in sessions with XOS Certified Coaches for real-time guidance on specific challenges

  • 24-Hour Member Chat — Direct access to coaches and peers between sessions for quick questions and accountability

  • One-Off Sessions — Schedule additional time with any coach when you need deeper support on a specific issue

  • Collaborative Approach — Coaches communicate behind the scenes to ensure your financial, legal, operational, and exit strategies align

Why Six Coaches Instead of One?

  • Six specialists assess every challenge from their expertise — not one generalist guessing

  • Weekly office hours plus 24-hour chat access — you're never waiting

  • Finance, legal, investment banking, wealth, mindset, and exit strategy — all in-house

  • Coaches collaborate behind the scenes so your strategies align

  • No single point of failure — your progress doesn't depend on one person's availability

Ready to Work With Our Team?

Schedule your Exit Strategy Session and see if The Exiter Club™ is the right fit.

The Exiter Club™

The Exiter Club™ serves established founders, not startups, who are preparing to step away from day-to-day operations and build real exit options.

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