The long-term preparation that transforms uncertain exits into intentional outcomes.
The Exit Trilogy™ Masterclass
Next group forming in late June 2026.
Most business owners don’t fail to exit successfully because they lack ambition—they fail because they begin preparing too late. Meaningful transition planning takes time, structure, and consistent action long before an exit becomes necessary. This Masterclass was created to provide a practical framework, peer collaboration, and built-in accountability to help owners strengthen business value, increase personal freedom, and create more future flexibility. It provides a clearer commitment, lower cost, stronger peer accountability, and a defined time frame.
Build Value
Systematically improve the 8 drivers that buyers score every business on
• Value Builder Score™
• Hub & Spoke• Switzerland Structure
• Recurring Revenue Audit
Half-Retire™
Reduce owner dependence, reclaim time, and convert working income
• Picasso Work
• 4 Degrees of Delegation• Flash Reporting
• The Stress Test
Exit with Clarity
Align personal, financial, and business readiness to exit on your terms
• PREscore™
• Freedom Point™• 7 Exit Paths
• Deal Team + Action Plan
A single workshop gives you knowledge. A single coaching engagement gives you a plan. A 12-month masterclass gives you both — plus the peer accountability, iterative application, and genuine relationship that turns a plan into a result. The owners who exit at the highest multiples almost all spent 24 to 36 months in deliberate preparation. This masterclass is designed to be the structure that makes that preparation happen. After this 12 month Masterclass you will have the option to keep going, either in a graduated group or with one-on-one coaching.
Most business owners exit their businesses one of two ways: by choice or by chance. The ones who exit by choice — on their terms, at their timeline, with the outcome they designed — almost never did it alone. They had a framework, a community, and an advisor who held them accountable to the preparation that made it possible.
This masterclass exists to put that framework, community, and accountability in place — not when an exit is imminent, but years before it’s necessary. Because the work that creates the most business value takes 18 to 36 months to complete. The owners who start that work early are the ones who get to choose. Many of you have expressed a desire to participate in this type of structure rather than working with me privately one on one. Reasons? There are many but to name a few: time, cost, peer accountability and clearly knowing the start and the end of the commitment.
The Exit Readiness Trilogy™ is the backbone of everything this group does: (I will send you a complimentary copy of my book.)
- Phase 1: Build Value — systematically improving the 8 drivers that buyers score every business on
- Phase 2: Half-Retire — reducing owner dependence, reclaiming time, converting working income to equity income
- Phase 3: Exit with Clarity — aligning personal, financial, and business readiness so the exit happens on your terms
This is not a lecture series. It is not a peer advisory group in the traditional sense. It is a working group — owners who show up to do the actual work of preparing, supported by a facilitator who has been through the exit experience personally and has guided hundreds of owners through it.
“You owe it to yourself, your family, and your people to exit with no regrets.”
This Masterclass is for business owners who:
- Have built something meaningful — a business with real revenue, real employees, and real equity
- Are starting to sense that the business depends on them more than it should
- Know an exit is coming — in 2 years or 10 — and want to approach it on their terms
- Are not ready to sell yet, but are ready to prepare
- Want to be part of the 25% who exit without regrets — not the 75% who do
Not everyone who wants to join should join. The masterclass works because every member is genuinely committed to the preparation work. You and your business should look like this:
- Business revenue between $2M and $30M — the sweet spot for the Exit Readiness Trilogy process
- Minimum 5 years in business — enough history to have real patterns to work with
- Owner is actively involved in the business — not absentee, not already exited
- Exit horizon of 2 to 10 years — close enough to feel real, far enough to do the work
- Willing to share openly in a confidential group setting — this is not a spectator group
- Owners who are 90 days from going to market — they need a broker or M&A intermediary, not a Masterclass
- Owners looking for a networking group or a sales channel
- Owners who aren’t willing to be accountable to the group for their commitments
- Owners whose businesses are in financial distress — the Exit Trilogy requires a foundation to build on
If you have been asking yourself, ‘What do I actually need to do to be ready?’ this might be worth a 20-minute conversation. I’m not looking for a commitment. Just a conversation to see if it’s a fit. I will send you my complete guide with all the details when you are ready for it. Schedule a private conversation here.
The next Masterclass begins in late June 2026 and will meet every month for 12 months. Pricing: $750/month.
Tom Jordan, MSFS, CEPA, CVBA
Tom Jordan brings three things to this group that no peer advisory group can provide: the Exit Readiness Trilogy™ framework, personal experience on both sides of a business exit, and over 1,000 hours per year working one-on-one with business owners in this exact preparation process. He is not a fellow traveler in this group — he is the guide. Members bring peer experience and peer accountability. Tom brings the map.
Have questions? Schedule a private conversation.
