Can you help me help someone you know?

I was recently chatting with some colleagues about my exit planning program, and one of them pointed out something that really struck me: Of the 75% of business owners planning to exit in the next 8 years, many of them may not be social media or tech-savvy.

Maybe it’s a parent, an aunt or uncle, a neighbor, or even a friend who fits this profile.

They’ve built an established business over the years, but they often mention that they’re thinking of retiring soon—though they’re not sure how to make that happen.

Or maybe they’ve talked about wanting to sell their business, but the whole process feels overwhelming, and they don’t know where to start.

If you know someone who fits this description, I can help.

Whether they’re looking to exit soon or just want to start planning for the future, my program is designed to guide them through the steps, no matter their level of tech expertise or business experience.

I'll work with them to create a clear, actionable exit plan—helping them to understand their options, improve business value, and make the transition as smooth as possible, whether they want to sell, pass it on, or close up shop.

If this sounds like someone you know, let’s talk. I’m here to help them turn those “plans to retire” into reality. DM me or feel free to connect us.