Exit Planner

Josh Levine shares how experiences from the White House press corps to Microsoft, a failed venture, and a business betrayal shaped the performance-based Amazon growth agency he built.

John duHadway, founder of Strategic CFO Solutions, shares how surviving the 2008 mortgage collapse shaped his approach to guiding founder-led companies through growth and successful exits.

Scott Hardy built and sold NEOS three times, then launched Venture Seven Advisors to help mid-market owners do what he learned the hard way.

Samir Mokashi, founder of Business Millionaires Club, shares how he built and sold a building-code consulting firm with his wife, and now helps founders prepare for a premium exit.

Dave Parker, founder of Trajectory, shares lessons from five startups, two shutdowns, a bankruptcy, and cancer, and how he now helps founders prepare to exit their companies well.

John Sedej went from Enterprise’s top region to a real estate collapse he paid back without bankruptcy. Now he helps business owners find clarity, freedom, and a business that works for them.

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.