How It Works
A 12-month arc from clarity to control, built on one methodology that fits every destination.
What to Expect
A 12-month arc from clarity to control
90 Days
Know exactly where you stand and what to do next
6 Months
Feel in control of your business direction
12 Months
Fully connect business value to personal wealth
12-Module Curriculum Snapshot
One methodology. Every destination.
Q1
Foundation
- Business Valuation & Gap Analysis
- Financial Freedom Number
- Big Hairy Audacious Goal
Q2
Build
- Core Values, Brand & Marketing
- Partnerships & Continuity
- People: Right Seat Right Comp
Q3
Protect
- Disaster & Key-Person Planning
- Retirement Strategies
- Legal & Estate
Q4
Optimize
- Tax Structure & Annual Plan
- Long-Term Tax & Reinvestment
- Velocity of Money
Start Here — No Commitment
What's Your Business Ready For?
Take the confidential 5-minute Owner Optionality Assessment. Get your Business Optionality Score and a recommended path — grow, own, pass, or exit. Then, if it makes sense, request a private ERI strategy session.
Take the Owner Optionality Assessment →