Working with the firm follows a clear sequence. You start with a diagnostic, decide how far to go, and move through a structured engagement that makes your business run without you. Here's exactly what each step is, and what happens in it.
You don't commit to everything up front. Each step earns the next, and you decide how far to go based on what you learn.
Your first step, and it costs nothing. A working conversation with Jason about where your business is, where it's stuck, and whether the firm fits. You leave with something useful either way.
An optional next step. A formal read on what your business is worth today and what's suppressing the number. Terms are discussed on your application call.
A 12-month minimum advisory retainer: six Kickstart Consultations, your personalized Exiter Plan, twice-monthly meetings, weekly office hours, full advisory-team access, membership in The Exiter Club community, and live workshops. Engagement terms are discussed after your diagnostic, so the recommendation fits your business.
Owner independence. From there you keep the business and the freedom (that's Exit Without Exiting™), or go to market at full value. When your business is ready, you choose who takes it to market. We have trusted investment banking relationships if you need them, and if you came to us through your own advisor, banker, or broker, that relationship stays yours.
The work only pays off for a specific kind of owner. Here's how to tell whether that's you.
The name isn't decoration. When you begin the engagement, you're not just hiring advisors. You're stepping into a room of founders doing the same work, at the same time, with the same team behind them.
Every client of the firm becomes a member of The Exiter Club.
That's the twice-monthly meetings, the weekly office hours, the live workshops, and the peers who keep you moving. The firm prepares your business. The community keeps you in the work until it's done.
The whole path begins with a conversation. Apply now and walk your business through with Jason.
Built for founders of profitable US and Canadian businesses planning an exit within the next five years.