What If Your Client's Retirement Plan Depends on a Business That Can't Sell?
According to MassMutual, 80% of privately held businesses in America are unsellable, including profitable ones.
Partner With UsThe Hidden Risk in Your Client's Portfolio
This business is your client's biggest asset. They may even be exit-minded. But when it's time to actually transact, they discover what everybody discovers too late: they're not exit-ready. The business can't sell.
Not because the financials are bad. Because the business is built on the owner's dependency. Without transferable systems, a capable team, or clean financials, the business can't sell for what they need.
And that puts their retirement plan at serious risk.
We Build Sellable Businesses So Your Clients Have Real Options
We work with founders and service business owners to reduce owner dependency and build transferable value. Whether they want to sell in 18 months or hold for another 10, we make sure they have options.
What we do: help systems run without the owner. Build teams that have decision-making authority. Create clear financials and document what buyers demand. Optimize the 8 Drivers of Value that impact enterprise value.
The result:
Your clients get a business worth buying, so that they can finally stop being one bad day away from everything falling apart.
A Trusted Resource for Your Practice
Protect Your Client's Retirement Plan
When a business can't sell, retirement gets delayed or destroyed. We do the work that gives your clients real exit options before it's too late.
Strengthen Your Advisory Relationship
Referring problems you can't solve makes you the trusted advisor who connects clients to solutions. It makes the relationship stickier because you're the one who saw the risk before they did.
We Handle the Heavy Lifting
We do the work: systems buildout, team development, operational restructuring. You keep your seat at the wealth management table. We fix the business.
Transparent Process, Regular Updates
We keep you informed so you know exactly where your client stands in their exit planning journey.
How It Works
Initial Assessment
We evaluate where the business stands today and start to score the transfer of value.
Build the Foundation
We develop systems, strengthen the team, and create a financial structure that can operate without the founder running everything.
Create Exit Optionality
Once the foundation is solid, your client can decide: keep it and enjoy it, or sell it to a buyer who'll pay what it's actually worth. Either way, their retirement plan isn't riding on hope anymore.
Ideal Clients for Referral
We work with founder-led businesses generating $250K to $20M+ in revenue, where the owners are exit-minded but not yet exit-ready. They know something needs to change. They just need the team and the framework to make it happen.
Ideal clients include:
Owners 3 to 10 years from retirement
Profitable businesses at risk in a transition
Founders with most of their net worth tied up in the business
Business owners with retirement goals dependent on a future sale
Meet Kevin Oldham
Kevin Oldham is a Certified Exit Planning Advisor (CEPA) and Certified Value Builder with 20 years of experience building, growing, and exiting companies. He's also invested in over 30 startups through BetaBlox, a Kansas City based incubator that invests in early-stage companies.
His core frameworks: Value Builder System, 8 Drivers of Value, exit planning methodology, buyer personas, market positioning, and transferable company design.
Work that gets results.
Partner With Us to Protect Your Clients' Exit Plans
If you have clients who are exit-minded but not exit-ready, we can help them close the gap. And we'll keep you in the loop the entire time.
Schedule a Conversation