EXIT WISE
You Built Your Business To Last, Now It’s Time To Gain Your Freedom
The 90-Day Exit Wise program will help you prepare to scale, succession, or sell your business on your preferred terms and timeline.
Scale
Strategically accelerate growth and scale the business profitability
Succession
Prepare for a successful transition and preserve your legacy
Sell
Achieve maximum net proceeds and secure your financial freedom
The Risks of Neglecting Your Exit Strategy
Unrealized Value
If you don’t work on your business with end outcomes in mind, you may not unlock the full value that buyers appreciate and you will likely leave a lot of your wealth on the table.
Unplanned Events
If you and your businesses are not prepared for a future transition, you may find yourself at risk of unplanned events that could back you into an involuntary exit and cause significant losses.
Trapped by Success
If you are not planning for what you want personally and financially, the business will continue to come first and leave you stuck in your circumstances without a plan for what is next.
Don’t let a lack planning limit your personal and financial freedom.
There are hard truths in the data...
50%
of business transitions are involuntary due to lack of preparation
70%
of businesses that go to market don’t sell
75%
of owners who do sell regret it within the first 12 months
94%
of owners have no formal written exit plan
** The Exit Planning Insititute
100% of Owners Will Exit Their Business.
We help you do it on your terms.
The 90-Day Exit Wise Program, led by Certified Exit Planning Advisor Renee Russo, delivers a comprehensive fact-finding, educational and action orientated engagement that puts business owners back in control of their future.
Key deliverables:
- Assess the current business value through a strategic buyer’s lens
- Extract insights to unlock the full value potential of the business
- Build the owner’s personal vision and establish desired outcomes
- Build a detailed action plan to achieve all of the goals of the owner
This program uniquely integrates personal, financial and business planning, empowering owners to take action to build value, unlock their wealth and realize their personal freedom.
Our 90-Day Exit Wise Process
A Roadmap to Achieve Entrepreneurial Freedom
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Owner Outcomes Discovery
Identify desired and required outcomes for the owner and their stakeholders
Business Valuation Process
Assess the current and future value potential of the company and reveal how to unlock it
Personal Visioning Session
Reclaim personal identity and purpose of the owner and design their desired life
Prioritized Action Planning
Integrate personal and business objectives into a prioritized action plan to achieve desired outcomes
What You’ll Walk Away With after 90 Days
Upon completing the Exit Wise Program, you’ll receive:
In-Depth Business Insights Report
Gain a comprehensive understanding of your current and future business value potential with a detailed 50+ page Business Insights Report that provides key insights on how to unlock the financial and non-financial value potential of your business.
Customized Personal Vision Workbook
Gain a detailed understanding of who you are and what fuels your soul, and then use that clarity to build your personal vision and path forward to realize your freedom to live your life by your own design, rather than by default.
Integrated Personal and Business Action Plan
Receive a detailed and integrated Prioritized Action Plan that captures your personal, financial and business objectives and 90-Day Priorities to help you prepare for your exit so that you can get what you want on your terms and timeline.
Don’t let a lack planning limit your personal and financial freedom.
Trusted Methods We Use
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5-4-3-2-1: Five Things Every Business Owner Must Know About Exit Planning – Whitepaper
The process of growing a significant company takes time and can be complex. This white paper takes the Value Acceleration Methodology and breaks it into 5 easy concepts introduced as 5-4-3-2-1. Though easy to understand, as a business owner you may be sitting here still wondering “how do I implement this?”
Request the whitepaper for a deep dive into the exit planning process and learn how to incorporate the Value Acceleration Methodology into your business.
Source: The Exit Planning Institute
Meet Renee
Your Partner in Growth and Exit Planning
I’m a seasoned Entrepreneurial Business Coach and Certified Exit Planning Advisor who has humbly been in your shoes. Throughout my career, I’ve seen too many passionate owners get trapped in the daily grind of their business and fail to prepare for their future. Sadly their lack of preparation cost them their wealth, their identity and their sanity.
My thoughts? If you’re not planning for your exit—even if it’s years away—you’re not planning to grow. It is essential that you work on your business today with your future personal and financial goals in mind.
Business Owners! If you get Exit Wise early and take action on your plans, you can steadily gain control of your future outcomes. With a good plan, a 90-day process and the right professionals, you can build value, unlock your wealth and realize your freedom. You are worthy!
What sets my coaching apart
- Recognized best-in-class Certified Exit Planning Advisor (CEPA)
- 530+ session Expert Entrepreneurial Operating System (EOS) Implementer
- Experienced CEO Coach and CEO Peer Group Facilitator for seasoned executives
- Trusted advisor committed to long-term partnerships with owners
- Deep understanding of exit options, succession planning, and sale dynamics
- Proven strategies to maximize business value and owner independence
I’d love to learn about your goals for your business and your life, and help you get what you want.
What clients are saying
Owner, Murray GM
Craig Slack, Owner/CEO, INVERO Digital Solutions
Nicole Chacalias, Owner/CEO, MOVAC Mobile Fluid and Waste Management Services