Exit Advisory

A business transition represents years of work, relationships, and dreams– a process that deserves thoughtful preparation and the right partnerships. I serve as a guide and advocate, ensuring that founders realize the full value of what they’ve built while securing their legacy for the future.

Where One Journey Ends,
Another Begins

Drawing from my experience building three companies and doubling the size of YPO to 33,000 members across 138 countries, I’ve learned that meaningful growth happens when organizations embrace both their strengths and their challenges with equal clarity.

My approach is rooted in extensive preparation designed to ensure your business is truly ready to sell before beginning the process. Using my framework of essential questions every owner should address before selling, we’ll identify strengths to highlight and gaps to address before approaching potential buyers.

Plan Your Exit Strategy

My Approach

Working together, we’ll:

Assess your business’s readiness for sale using my comprehensive checklist
Identify the right industry-specific partners from my network to represent your interests
Connect you with specialized expertise in accounting, investment banking, HR, marketing, and intellectual property to maximize your company’s value

Develop a strategic approach that allows you to remain focused on running your business during the sale process
Ensure you find not just the highest bidder, but the right partner for your company’s future

Throughout this process, I draw on my extensive relationships with specialized firms across industries, matching your specific business with the partners best positioned to understand and represent its value.

Creating a Successful Transition

A well-executed exit strategy provides peace of mind, protects your legacy, and sets the stage for your next chapter. My clients appreciate having a trusted advisor who understands both the technical aspects of business valuation and the personal significance of this period of change.

By approaching the process thoughtfully, you’ll be positioned to make choices that honor what you’ve built while opening new possibilities for your future.

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No one has made me feel more welcomed and inspired. Sean not only excels in entrepreneurial and leadership realms but possesses an innate ability to connect with others. He has challenged my conception of what a leader can be, demonstrating firsthand the possibilities of managing with both empathy and dependability.

- Meagan Hatton-Mishra,
Learning Content and Community Manager, YPO

We make a living by what we get, but we make a life by what we give.

- Winston Churchill

A hero is someone who has given his or her life to something bigger than oneself.

- Joseph Campbell

This is the true joy in life, the being used for a purpose recognized by yourself as a mighty one; the being a force of nature instead of a feverish selfish clod of ailments and grievances complaining that the world will not devote itself to making you happy. I am of the opinion that my life belongs to the whole community and as long as I live it is my privilege to do for it whatever I can. I want to be thoroughly used up when I die, for the harder I work, the more I live. I rejoice in life for its own sake. Life is no 'brief candle' to me. It is sort of a splendid torch which I have a hold of for the moment, and I want to make it burn as brightly as possible before handing it over to future generations.

- George Bernard Shaw

In daily life we must see that it is not happiness that makes us grateful, but gratefulness that makes us happy.

- Brother David Steindl-Rast

If you study the root causes of business disasters, over and over you’ll find this predisposition toward endeavors that offer immediate gratification. If you look at personal lives through that lens, you’ll see the same stunning and sobering pattern: people allocating fewer and fewer resources to the things they would have once said mattered most.

- Clayton Christensen

The first task of a leader is to keep hope alive.

- Joe Batten

The best way to predict the future is to create it.

- Peter F. Drucker

Everything should be made as simple as possible, but no simpler.

- Albert Einstein

Let’s talk about what matters most

Whether you’re navigating growth challenges, considering leadership transitions, or building more meaningful connections within your team, I welcome the conversation and opportunity to collaborate. Share what’s on your mind, and let’s figure out how I might help you achieve your most important goals.

Connect With Me

Where One Journey Ends, Another Begins

My Approach

Creating a Successful Transition

Let’s talk about what matters most

Where One Journey Ends,
Another Begins