Exit & Succession Planning Virtual CEO Roundtable

Most of the CEOs I talk to have two things in common: they’re too busy to plan for their exit, and they aren’t comfortable talking about it. The successful ones do it anyway.

This program was designed to alleviate both these objections.

  • Virtual group meetings every other week for 2 hours. We will discuss valuable topics each meeting in a webinar format. Only I will appear on the screen so group members can remain anonymous. Members are voice only and can share and discuss as much as they wish. Guest experts and other business owners who have successfully exited will join from time to time.
  • Monthly, one-on-one, 1-hour call with me. I’ll be your accountability partner and executive advisor. We can discuss the topics of the month or anything else going on with your company.
  • Start anytime and attend when you can. Each meeting stands on its own and focuses on a single topic about exit and succession planning. If you miss a meeting, watch the recording or just come to the next one. We’ll cycle back to that topic again.
  • The emphasis is on practical solutions and building value. Each meeting is designed to be practical and concentrated on bringing value to group members. The focus is on practical solutions and best practices in exit and succession planning.
  • The highly interactive format will keep you challenged and engaged.  In addition to in-depth content and best practices, each meeting includes peer support and interactive discussions.

–This is not a generic CEO peer group or social club–

The Exit and Succession Planning Virtual CEO Roundtable is unique because it focuses on a pressing challenge that all serious business owners face – the inevitable exit from your business.

The commitment to the program is only 3 months with a quarterly advisory fee of $2100 that will recur until cancelled. Group calls are on the first and third Tuesday of the month at 10am EST. Monthly one-on-one calls will be scheduled.

Are you ready to “do it anyway”? CLICK HERE TO JOIN US!

If you’d like to set up a call to see if this is a good fit for you, CONTACT ME.