LIVE WORKSHOP

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For Small-to-Mid Companies

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Lower / Middle Market CEOs

Acquisition or Passive Income?

You’ve built a successful business—but what’s next? This workshop helps you navigate one of the most important decisions of your career: should you sell your business or keep it for passive income? Through a blend of personal reflection, financial modeling, and operational planning, you’ll explore both paths in depth.

You’ll assess your emotional readiness, evaluate your business’s ability to run without you, and learn what it takes to either maximize valuation for a sale or build a self-sustaining operation. We’ll walk through real scenarios, decision matrices, and case studies to help you clarify your goals and make a confident, informed choice.

Whether you’re leaning toward a clean exit or a semi-retired role as a passive owner, this workshop helps you align your business strategy with your life goals—and build a plan that supports both.

virtual or hybrid

2 hour Workshop Agenda

Starting at $14,000
To guide business owners through evaluating the pros and cons of selling versus retaining their business for passive income.
  1. Introductions and Framing the Decision
  2. Personal Goals and Emotional Readiness Exercise
  3. Financial Considerations & Lifestyle
  4. Operational Readiness for Passive Ownership
  5. Preparing for an Acquisition (if selling)
  6. Decision Matrix Activity
  7. Wrap up and Next Steps

Includes a psychographic segmentation audit for your organization.

virtual or hybrid

4 Hour Workshop Agenda

Starting at $20,000
To provide a structured decision-making framework that includes financial modeling, operational readiness, and personal alignment for long-term transition planning.
  1. Introductions, Overview, and Personal Scenarios
  2. Clarifying Your “End Game” Vision
  3. Preparing for Passive Ownership (deep dive)
  4. Break
  5. Preparing for Acquisition (deep dive)
  6. Impact on Life and Legacy
  7. Decision and Action Planning
  8. Wrap up and Q&A

Includes a psychographic segmentation audit for your organization.