Is your business highly dependent on YOU for its success?
Founder dependence is the single greatest factor holding back company growth, personal freedom and exit attractiveness.
Are you ready to learn the proven strategies & tactics to building an autonomous business that accelerates in enterprise value?
Why Founder Dependence Matters
The 3 Breaking Points
Burnout or Fatigue
The feeling of not being able to step away from the business without negatively impacting revenue, customers or business operations. Constantly fighting fires are taking its toll.
Business Growth
The struggle to grow & scale the business beyond the Business Owner’s personal capacity. Growing the business to the next level starts to feel like a personal sacrifice not worth taking.
Exit Options
Finding out the hard way that the business is not as marketable as originally thought and faced with fewer options or unattractive offers.
The escape plan…
The Founder’s escape plan is about more than just exit strategies; it’s a transformative journey that aims to elevate enterprise value while reducing reliance on the owner’s direct involvement.
By strategically aligning the business with a future that doesn’t depend solely on its founder, we not only safeguard the Owner’s legacy but also unlock opportunities for sustainable growth, innovation, and business resilience.
Learn the 10 Ways to Free Yourself While Increasing the Value of Your Business
2x Business Operator with Multiple Exits
What clients have to say…
“Joe is a strategic visionary who transformed our business operations, simplifying and improving processes while enabling us to focus on growth. His guidance helped us reduce founder dependency and paved the way for long-term success.”
Rohit S.
CEO
Naryant Data Management
“Joe helped me clarify my goals and prioritize what truly matters. His ability to cut through the noise and focus on actionable steps was a game-changer for my business. I now feel confident, making real progress toward my objectives.”
Sean F.
CEO
Freight Management Scale-Up
HOW IT WORKS
The Business Freedom Framework
In as little as 3 months, we can change the way you think about building your business
1. Assess
Freedom Questions
Each week we will review a set of thought-provoking questions related to your business that will provide vital insights on how the business operates.
2. Identify
Gap Analysis
We will uncover dependency gaps in 8 key functional areas and collect 270 data points that contribute to bottlenecks, barriers & dependencies within the business.
3. Feedback
Realtime Suggestions
Each week will be packed with strategic & tactical advice based on real-world experience building an owner-independent business.
4. Action Plan
Independence Roadmap
At the end of the program, you will receive a summary plan with practical recommendations that can be implemented at your own pace.
By the end of the program you will…
Learn how Business Owner dependence is affecting your business valuation
Buyers are uneasy about making offers to companies that heavily rely on the Business Owner. Camouflaging this during the LOI process might work, but most deals fall apart during the due diligence phase when Buyers get under the covers on your business, causing “walk-away” or unfavorable terms. You will identify all the areas that make Buyers uncomfortable and address them well before you’re ready to exit.
Remove bottlenecks that are holding back growth, scale & efficiency
We will do a deep dive into 8 functional areas covering 30+ themes and processes that are affecting your capacity to grow the business. We uncover the dependency factors rooted in Sales, Marketing, Finance & KPI, Business Operations, Performance Management, Risk Management, Governance & Leadership. We also look at how decisions are made throughout the organization and provide recommendations on how to build autonomy, resilience and consistency that will reduce your workload.
Build a company culture that will thrive when you’re not around
We will work on creating a completely “aligned” organizational culture that optimizes business performance, fosters a high performance environment, mitigates your business risks and embeds business continuity practices throughout the company.
Navigate through difficult decisions, business pivots & market attractiveness
Running a profitable business with a decent growth rate is not enough to attract good offers for your business when it’s time to exit. In this program, we will guide you through difficult decisions related to employees, customers, suppliers, business pivots and overall market attractiveness. We go through a curated process to uncover single points of dependency and create a plan to remove them.
Acquire an Independence Plan + Mindset
By the end of the program, you will have a documented plan with recommendations on how to implement them within your organization. More importantly, you will come away with an “independence mindset” that will guide every decision you make moving forward so you don’t fall into the common traps that could limit your options moving forward. This is the multiplier effect that pays back in perpetuity..
ABOUT
I’ve been in your shoes…
Do you feel like you need a body-double to run your business? For over 20 years, I’ve built teams and businesses that didn’t depend on me to the point where it compromised my personal freedom or options.
In fact, I sold my last company with 25 employees and $100M in revenue without an earn-out provision or long-term requirement to stay in the business.
But I spent years removing every possible dependency factor so that I could step away at any point – whether it be for extra flexibility, extended absence, succession/transition or an eventual exit event.
Multiple Exits
Engineered multiple business exits to private equity & strategic buyers. None of them required me to stay beyond a short transition period.
Build to Scale
Leveraged strengths in technology & business process innovation to create capacity and mitigate business risks.
Multi-Verticals
Built several businesses in the technology & distribution industries with Advisory experience in service & manufacturing companies.
Multiple Exits
Engineered multiple business exits to private equity & strategic buyers. None of them required me to stay beyond a short transition period.
Build to Scale
Leveraged strengths in technology & business process innovation to create capacity and mitigate business risks.
Multi-Verticals
Built several businesses in the technology & distribution industries with Advisory experience in service & manufacturing companies.
High Performance Culture Builder
2x Winner of the Business Excellence Award with 20-year track record of consistently building high performance teams validated by strong employee surveys & retention.
Due Diligence
Led many DD processes with a solid understanding of Buyer red flags & confidence killers.
Cross Border
Led several North American operations with the bulk of sales in the US for over 15 years.
Let’s get started…
The journey towards building an independent, resilient and marketable company can start now.
In a few short months, you will get an Independence Plan that will serve as your playbook for creating the mindset that will govern all of your decisions moving forward.
Satisfaction Guarantee
No payment required if you are not satisfied within the first 30 days.
