You want to successfully transition or sell your company to insiders on your terms and timeline with the optimal payout to support your lifestyle
You would like to optimize your company so it is more prepared for your eventual departure, ensuring your business’s continued success
You want to approach your company exit process deliberately and become more informed so you can more effectively navigate the unique dynamics of an internal transition
You want to minimize unnecessary nose bleeds, heartache, costly mistakes and last minute surprises during your the process of your internal exit
You’re a doer, and you know that if things are ever going to change, you’ll need to push yourself out of your comfort zone and invest in your company before you are too tired to do anything
Legacy-X program is inspired by our founder's acclaimed book “Exit Bomb”. And from the millions of family businesses worldwide that are not able to successfully transition to the next generation.
program will help you...
Clarify Exit Timeline & Cash Needs
Align business objectives with your personal, financial, family and estate planning goals
Dismantle Misconceptions
Dismantle biases and mental conditioning that often has entrepreneurs spinning their wheels in vain
Performance Framework
Build a performance framework that helps improve and sustain revenues, margins, cash flow and profits
Align Your Team
Get your entire company on the same page with strategy and actions that are aligned and understood by everyone
Optimize Working Capital
Learn the variables involved in optimizing your working capital so you are not leaving excess cash in the business
Reduce Risks
Assess and reduce risks so your business can be more resilient with stronger leadership and controls
Safeguard Continuity
Lay the foundation for preparing your company to ensure survival and continued growth
The program will show you how to create the right framework so your company can sell or transition successfully to family members or insiders.
ROADMAP
Each step of the program is made up of unique training and tools that have been specially designed by rarebrain Institute, so you can optimize your business for an internal exit as efficiently as possible.
Benchmark your company's readiness for a successful internal exit.
You Will Receive:
Company Capacity Scores so you can get better insight into your company.
Benchmarking Scorecards to help you pinpoint areas for improvement.
Custom Action Plan to help you start prioritizing what matters.
Clarify objectives and formulate the path forward.
See how Jonathan transformed his company
OWNER READINESS
Achieve clarity and align business
and personal goals.
See how Kevin transformed his company
COMPANY READINESS
Lay down the foundation to improve and sustain performance.
See how Jeremy got out of day-to-day
DEPARTURE READINESS
Create the framework to help make succession and transition easier.
See how Darren works a lot less
TRANSACTIONAL READINESS
Ensure your company is ready for an optimal internal sale or family transfer.
See how David gained his freedom
SPEND MORE OF YOUR
LIFE LIVING!
Our training allows you to optimize your company for an internal transfer. The program keep you accountable. The rewards of real-time progress keep you engaged
Control how and when you will exit by preparing yourself psychologically for departure. Set clear goals that must be achieved during your company optimization process to ensure peace of mind
Transition Smoother
Reduce stress and uncertainty for yourself and your employees with a smooth transition. Better control the sale outcome as your company and its staff continue to drive forward momentum in the business
Manage Red Flags
Create controls to manage and correct red flags before, during and post-transition, so you can ensure your business stays viable
Increase Take-Home Proceeds
Get a better handle on the variables that control net take-home proceeds from the internal sale or transfer of your company so you take home the maximum amount possible
Maintain Your Lifestyle Post-Transition
Worry less knowing you have planning in place to help ensure that you can achieve financial goals and maintain your lifestyle after your business transfer
Preserve Your Business Legacy
Enjoy the peace of mind that comes from knowing that you have better prepared your company to grow and prosper without you
Legacy-X program teaches business owners how to prepare and successfully transition or sell their companies to family members or company insiders
Legacy-X is for entrepreneurs with company revenues of $1-$50 Million who are seeking to transition, transfer or sell to Family or Insiders on their terms and timeline.
Who is rarebrain Institute?
rarebrain is a training & coaching advisory that helps entrepreneurs navigate their $1M-50M revenue company to live the life they imagine.
Why should I join?
Participants create real change in their company every month, supported by powerful learning, tools and accountability.