QUOTE FROM A BUSINESS OWNER CLIENT: Is this you?
“I’ve successfully grown my business for decades, making many sacrifices along the way. I’m not ready to suddenly sell my business outright but would like to have a systematic wind down of my day-to-day involvement so I can begin planning my next chapter of life. However, I still want/need my income, my benefits and perks for several years longer. I know I will eventually exit my business or transition it to family or my key people so I need to know my exit options, my strategy to get ready and then actually be shown how to implement it.”
Building Value
Most entrepreneurs assume their industry and size will determine the value of their company. While size matters, eight other factors impact company value more than your industry. We use the Value Builder System™ to get these eight factors right. See how your company scores and get your personal report by completing the Value Builder questionnaire.
Half-Retire
Half Retire transforms your business from a source of working income to a source of income earned from your equity in the business. It creates a new and unique Exit Strategy, and it enables you to enjoy all the benefits of business ownership without the burdens, by letting you keep the income stream, benefits, perks and leadership role, while losing the stress…
Exit Planning
We help business owners leave their companies in their own time, with complete control and maximum value. We help in building transferable value to enhance the final value. Exit Planning is nothing more than good business and strategic planning in the here and now, but with an end date in mind. It’s never to soon to start. We can help get you there.
Certified Valuations
As a business owner, you know the importance of regularly reviewing and understanding the value of your business. It’s a smart move to check the value of your business every three to five years and to take the steps necessary to increase value, if needed. We provide certified and informational valuations to help you determine the value of your business.
Compensation Strategies
To grow your business, you need a high-performance culture. To create a high-performance culture, you need top talent. To attract retain and reward your top talent, you need an irresistible value proposition. And to create an irresistible value proposition you need a compelling pay offer. From annual bonus incentives to long term reward plans we can help.
Next Gen ES Bootstrap
Are you a business owner planning your exit strategy? Our Next Generation Entrepreneurial Skills Bootcamp is designed to equip your employees and/or family members with the essential skills and mindset to successfully take over your business when you’re ready to step away. The Bootcamp is structured around 8 key principles over a 12 month agenda.
New Book Coming Soon!
How to Exit Your Business with No Regrets
A 3-Step Personal Action Plan for a Happy (and Lucrative) Exit from Your Business
by Thomas Jordan Sr., MSFS, CEPA, CVBA
The Creator of the Exit Readiness Trilogy™
Once published, we will be personally sending out free copies of the book to the first 100 people who reserve copies. Please complete the form below to reserve your copy today!
Half Retire Workshop Delivers Clear Path Forward
“I was not sure what the Half Retire Workshop would involve when Thomas first presented it to me. Quickly realized these were materials I had a strong need to understand in depth. His presentation is to the point and loaded with excellent actionables for the business owner who understands that stepping away from the spotlight of their business is a process. Highly recommended workshop. I will engage in more coaching with Thomas without question.”
Dr. Kevin Trembush
Owner - Advantage Health & Wellness
Morgantown WV
Oct 25, 2024
Gentle Guidance Towards a Profitable Exit
“I find Tom’s style gentle and knowledgeable which is a great combination for a business owner. He shares his wisdom and insights along your journey and moves you along the path to understanding what you need to do to exit your business one day at the best multiple possible. His business model allows you to go at your pace and at the same time encourages you to make progress. I cannot speak highly enough of Tom.”
Kelly Borth
CEO & Chief Strategy Officer - GREENCREST
Sep 10, 2024
Half Retire Helps Clear the Exit Path
If you’re a business owner approaching the next chapter of your life and considering your exit strategy, I highly recommend Tom Jordan’s Half Retire course. Each week, I found myself looking forward to the sessions, where I learned not only from Tom but also from other business owners who, like me, felt a bit adrift when thinking about the future. The course reinforced the idea that the more you invest in this process, the more clarity you’ll gain. For me, the greatest benefit was that the fog surrounding my next chapter began to lift, revealing a clearer path forward. I’m not at the finish line yet, but thanks to Tom, I’m much closer than I was before.
Timber Frame Company, North Carolina
Founder
Sep 3, 2024
Enhancing Value Beyond EOS
Tom Jordan’s work in confirming organizational value and learning/executing concepts has helped to build value in our organization. We use the Entrepreneurial Operating System, or EOS, as the model to run our business and a lot of things in that model natively help with value building. Yet there are a lot of other modules where there’s more work to be done to enhance value that EOS doesn’t address, and the Value Builder System and Tom does. Having participated in conceptual education sessions on value building in years past, we’ve found Tom’s work with us has been solid and his advice, guidance, and suggestions come from a place of experience.
Integration Company, Columbus
Principal
Apr 18, 2024
Comprehensive Preparation for Transition
I have contracted with Tom Jordan on several items in preparation for my exit from my business in years to come. The most recent project is The Value Builder System. We collectively set up the program to meet both of our scheduling needs and the cadence was spot on. Tom’s input was invaluable and shows his wide range of expertise. He asked probing questions to get to the root of the situation. As a result, I have gained a better understanding of my business and my exit strategies. I highly recommend Tom and ExodusComplink to work with, even if you are not thinking of leaving your business. They have added value to me and my business.
Contracting Company, Westmont
President
Feb 11, 2024
Trusted Advisor, Exceptional Results
Tom Jordan has unbelievable insights and talents. He has the end in mind when he looks at your Business. He utilizes his 35+ years experience to help you see through items that a business owner most likely would never see (it’s hard to see the forest when you’re stuck in the trees). Tom showed me how to make our business very attractive not only from the cleanliness of our trucks and equipment, but also our reputation and most important, our annual sales with the annual EBITDA growth. I would recommend ExodusComplink without reservation. With our succession plan in place, we achieved a windfall day of success.
Landscaping Company, Houston
Founder
Jan 21, 2024
Seller’s Advocate, Customized Approach
I wanted to sell my business within a year when I approached Tom Jordan. He was very accommodating and customized his program to fit my needs. He always had great answers to my questions and obviously knows the industry very well. He prepared me well to meet my broker and ask the right questions. He is a true “seller advocate.” I would recommend Tom and his programs to anyone selling their business who wants to focus on the immediate changes that will have the largest impact on your business value and your EBITDA multiples without getting bogged down with unnecessary tasks.
Manufacturing Company, Seattle
Owner
Nov 15, 2023
Aligning Compensation and Business Strategies
I thought I knew all of the intricacies of compensation planning as it relates to Human Capital….then I met Tom Jordan. His broad spectrum of experience and creativity shed more light on the importance of aligning a companies’ compensation strategy, both short and long term, with the business strategy. From annual salary and bonus platforms to his use of stock and non-stock strategies to retain and reward key people, his creative use of applying the Value Acceleration Methodology to his unique role and his ability to speak the CEPA language makes him a valuable asset to all CEPA’S as they take their clients through our trademarked process. Tom is easy to work with and expertly positions other exit planning advisors in their client planning.”
Business Education Company, Westlake
President
Aug 5, 2023
Differentiation Through Well Planned
I was looking for something unique to offer my 4 key employees. The usual package of health insurance and 401-k plan was just not a differentiation of my company anymore. It’s as if these basic benefits are these days considered an expectation. A colleague at our local trade association introduced me to Tom’s Well Planned platform. It immediately became clear to me how unique this benefit is and how it will change the financial lives of my key people. The methodology used is almost genius in that it takes a holistic approach in teaching my people how to make better money decisions. Tom does an outstanding job of protecting the confidentiality of everyone involved. I highly recommend taking a close look at how Tom uses this benefit to bring key people closer to the vision I have for my company.
Manufacturing Company, San Antonio
Owner
Jul 10, 2023
Enhancing Employee Financial Clarity
Tom and I started our relatonship by focusing on building my business value. I am planning on selling my company in about 4 years. In the process of our work together he prepared a comprehensive exit readiness analysis which included a deep review of my personal wealth outside of the business. The platorm he used is called “Well Planned.” I was so impressed with the process that I hired Tom to take my 6 key employees through the same experience. Not only is his platorm an outstanding executive perk, it also helps my people with personal financial clarity.
Construction Company, St. Louis
Owner
May 15, 2023