Resource Library
Free Exit Planning Resources
Guides, assessments, and tools to help business owners plan a successful exit. All free.
Browse the Resources
Organized to follow the journey in Rod's book — from first considering an exit all the way through to life after the sale.
Introduction · Chapters 1–2
Facing the Crossroads
You're starting to think about what's next. Begin by understanding where you really stand — emotionally and practically — and what could force the decision before you're ready.
State of Owner Readiness
An assessment document to evaluate how prepared you are for a business transition.
Download free InfographicThe 5 D's
The five events that can force a business transition whether you're ready or not.
Download free Guide5 Things to Know
The five things Rod wishes every business owner knew before they started planning their exit.
Download freeChapter 3
Know What It's Worth
Before you can plan, you need an honest picture of your business's value — and the intangible assets that drive most of it.
Understanding Your Business Value
What drives your business's value, and what buyers actually look at. The fundamentals every owner should know.
Download free InfographicThe 4 Intangible Capitals
An infographic covering the intangible assets that drive the majority of your business's value.
Download free AssessmentThe 4 C's Evaluation Tool
A scoring tool to evaluate your business across four dimensions that matter most to buyers.
Download free WhitepaperIntangible Capitals
A closer look at the non-tangible assets that drive most of your business's value, and how to grow them.
Download freeChapters 4–5
Build Your Team & Strategy
You can't exit alone. Assemble the right advisors and choose the exit strategy that fits your goals.
The Exit Ready Roadmap
A collaboration process guide for working with value advisors to prepare for your business exit.
Download free InfographicKey Members
Who needs to be on your exit planning team, and what each person brings to the table.
Download free InfographicBusiness Planning Pyramid
A visual breakdown of how vision, strategy, and day-to-day execution fit together in your exit plan.
Download freeChapters 6–9
Close the Gaps & Maximize Value
Legal, financial, operational, and the exit process itself. This is where you do the work to be ready — and to be worth more.
Chapter 10 · Bonus Chapter
Life After Exit
The sale is the beginning, not the end. Build a life that's significant, not just successful.
Go Deeper
Ready to talk about your exit?
These resources are a starting point. When you're ready for a real conversation about your situation, Rod is available.