Exit Planner

Alan Melton was homeless at 14, built an Inc. 500 transportation company, sold it two months before 9/11, and spent 20 years coaching 1,100 founders through the seven stages to business freedom.

Brian Carlisle woke up in the ICU at 18, got rejected from medical school, and built a career in operating rooms and boardrooms. Now he advises med tech companies on growth and exits.

John Ratliff of Align 5 shares how he got turnover to 18%, sold at 5x the industry multiple, and now helps entrepreneurs build businesses worth buying — and exit on their own terms.

Randy Long spent 40 years building the one thing no attorney or accountant could offer business owners: a macro view of everything happening around them at once. Now he helps them exit on their own terms.

Amanda Luebeck launched K&D Advisory after watching a broker put his commission first. Now she’s the broker who would rather pull a deal than close a bad one.

Matt Logan went from broke and directionless at 22 to founding Rise North Capital, a nationwide financial firm built around people development and serving clients in all 50 states.

Richard Parker bought 13 businesses before helping others sell theirs. His boutique M&A firm closes 90% of deals — and his $197 course has reached 100,000 buyers across 80 countries.

David Tobin had four exits. One was painful. All of them shaped TobinLeff, the MA advisory firm that has helped 250+ owners sell on their terms.

Dave Allred went from living in a semi truck at 17 to building a $50M real estate fund. His story is about reverse engineering freedom with a deadline.

Kevin Koster turned a tragic accident into a 40-year mission: proving that marketing controls most of what determines a business’s value — and most owners never calculate it.

Christian Hertl of Antolino Wealth Advisors shares how a 60-year-old firm built on thinking and caring became his professional home and what a terminal diagnosis taught him about purpose.

Joel Guth built Gryphon Financial Partners into a $2.4B wealth firm by asking business owners what money means to them — not just what they have.