Plan your exit today with the "Designed for Legacy" Framework

• Legacy Blueprint
  A plain language plan that sets your exit goals, valuation target, timeline and risk profile. Includes a route comparison across management buyout, trade sale and hold for cash.

• Operating System by Design
  Clear roles, decision rights and weekly and monthly rhythms. Scorecards for each function. Playbooks for the top twenty percent of processes that drive eighty percent of value.

• Financial Uplift Kit
  Margin map. Pricing and scope tools. Working capital playbook. Month end close in five days. Clean P and L, balance sheet and cash controls that buyers trust.

• Risk and Readiness Pack
  Client and supplier mapping. Contract and IP checklist. Data room structure and document list prepared for diligence.

• Succession and Handover Plan
  Leadership bench plan. Incentive options. Communications plan for team, clients and partners.

• Exit Pathway Review
  Quarterly review of valuation, timing and buyer landscape with actions to move you closer to your goal.

Designed for Legacy is built for business owners who want more than just an exit — they want to leave behind a business that thrives without them. It’s for:

1. Owners preparing for succession – You want to ensure your team, clients, and family are protected while you step back.

2. Founders considering a future sale – You need a business that is attractive to buyers and capable of performing independently.

3. Leaders carrying too much weight – You’re the key person in every decision, and you want to build a leadership bench that shares the load.

4. Entrepreneurs focused on wealth and legacy – You want the value you’ve created to outlive your day to day involvement, providing security for your future and opportunity for others.

Pre-signing up gives you early access to the framework. This means you'll be among the first to gain the knowledge and tools to transform your business. Plus, you'll have the opportunity to provide feedback and influence the final framework content.