Successfully Optimize Your Company For Succession and Transition to Insiders

Transition to InsidersSuccessfully and Spend Life Living.

Is this you?

Can you relate to any of the below?

Not sure how to best exit your company on your timeline?

The                     program will show you how to prepare and successfully transition or sell your company to family members or insiders so 

you can spend more of your life living.

Get Started By Benchmarking Your Company's Readiness For An Internal Exit in 10 Minutes

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. 

$2495

👍 Free for Overworked Entrepreneurs

is for you if....

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

$2495

👍 Free for Overworked Entrepreneurs.

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

$2495

👍 Free for Overworked Entrepreneurs.

Watch this nearly 100-year old family business in action

Your Company Can Do It Too!

$2495

👍 Free for Overworked Entrepreneurs.

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. 

$2495

👍 Free for Overworked Entrepreneurs.

MAGNIFY

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

$2495

👍 Free for Overworked Entrepreneurs.

will help you connect the right dots

Be More Mentally Prepared

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

$2495

👍 Free for Overworked Entrepreneurs.

How Will You Define Success?

FLIES "LIKE A FLOCK OF BIRDS"

SOLD

FREEDOM

Darren Fenn

Justin Riordan

David Butler

CEO, Upsource

CEO, Spade Archer

Ex-owner, Easy Media

+200% MARGINS  

DOUBLED PROFITS  

Jon Macdonald

Jeremy Parker

CEO, The Good Group

CEO, Oregon Induction

Take the first step and transform your company now.

$2495

👍 Free for Overworked Entrepreneurs.

Program Options

On-Demand

Cohort

Private

On-Demand Learning

Group Coaching  

Private Coaching 

Preserve  your legacy with expert online instruction built for small businesses.

Join a cohort of entrepreneurs supported by live, online group 

coaching, tools & accountability 

Get private coaching for your leadership team and learn to scale a whole lot easier.

$4995

$7495

$1299

one-time fee

monthly

monthly

You will receive:

You will receive:

You will receive:

Up to 6 work acceleration sprints annually 

Up to 12 work acceleration sprints annually 

12 learning modules, one released monthly

12 group working sessions with your coach annually 

24 private working sessions with your coach annually 

Expert training, learning materials & tools

12 online check ins with your coach annually 

Structured Roadmap,

group exercises, collaboration & activities.

Online office hours for support 

Customized roadmap,

personalized projects, activities and exercises 

Lifetime Access

Group learning and accountability.

Up to 5 members of your team can join each working session.

Online office hours for support 

Enrollment opens twice yearly

Program tools and learning materials

Private learning and accountability 

Program tools and learning materials

One Slot Available Next Month

3 years in 3 minutes

Watch this 50-year old family business in action..

Your Company Can Do It Too!

$2495

👍 Free for Overworked Entrepreneurs.

Still Need More Convincing? 

Watch the 4 fault lines that will 

threaten your internal exit

Isn't it Time You Preserve Your Legacy?

Get Started For Free

Assess and Benchmark Your Company's Readiness for Scalable Growth

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. 

$2495

👍 Free for Overworked Entrepreneurs.

FAQ

What is the Legacy-X Program?

Who is the Program Designed for?

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.

$2495

👍 Free for Overworked Entrepreneurs.

The Fine Print 

Prepare to be challenged


Get ready to question

many assumptions 

and think differently. 

Get Ready for 

Change


You will be tasked with company-focused activities.

This is NOT a get rich scheme


Our programs require dedication, focus and tenacity.

Results are NOT guaranteed


There are no silver bullets or guaranteed results. 

Copyright © rarebrain Institute, LP, All rights reserved | Website