Canadian business owners generating $5-50 million in revenue or at least $1 million in EBITDA who know their exit matters too much to wing it. You've built something substantial over 5+ years with 15-200 employees and understand that preparing a business for sale isn't a six-month project—it's a multi-year process that requires systematic work. Most importantly, you want to learn from people who've actually walked this path, not just read about it in textbooks.

Cultivating our unique community requires an unrelenting commitment to the quality and integrity of each cohort we curate. Prospective members are thoroughly vetted through the lens of the 6Rs of membership: 

- Readiness: You need to be genuinely ready for this work. That means $5M+ revenue, 5+ years operating, and a clear 1-5 year exit timeline. Not "someday"—actual dates you're working toward. We work with business owners who understand that building an exit-ready company requires dedicated focus and consistent action over months and years.

- Reciprocity: You need to contribute, not just consume. We're building a community where everyone shares knowledge and supports each other's success. This means active participation, sharing your expertise openly, and providing thoughtful feedback to peers. If you're only here to take without giving back, it won't work.

- Respect: You need to respect the process. Exit planning gets personal. People share real vulnerabilities about their businesses and fears. Everything stays confidential, and everyone supports each other genuinely. You maintain absolute confidentiality, listen actively, and celebrate others' victories. Because we all share an abundance mindset.

- Responsibility: You need to follow through. When you commit to action items or attendance, you honor those commitments. We're all busy, but this only works if everyone shows up prepared and engaged. You take ownership of both setbacks and successes, and you're transparent about challenges without making excuses.

- Resources: You need resources to implement what you learn. Exit readiness requires real investment in systems, people, and processes. You need capacity to act on recommendations—ability to invest in exit preparation initiatives, access to professional advisors when needed, and financial capacity to complete the exit journey once started.

- Readiness to Act: You need to be ready to actually change your business. We're not a discussion group—we're focused on putting what you learn into action. This means willingness to make difficult decisions about people, processes, or strategy, and commitment to building systems that reduce owner dependence. If you're not prepared to make changes based on feedback, you're not ready yet.

These aren't meant to exclude people. They ensure every member is at a similar commitment level so the group works for everyone. If you don't meet these standards now, we'll help you find resources that match where you are in your journey.

The 12-week foundation membership is $14,997 and includes:
- Complete business valuation to establish your baseline and identify value gaps
- 3 group sessions (2 hours each) with your carefully matched Core Group of 12-15 owners
- 1 hour of executive coaching with Andrea Matheson, our founding exit coach
- Access to all our exit planning tools and resources
- Ongoing access to our community platform to connect with your Core Group peers
- Weekly focus sessions led by our preferred partners covering specialized topics
- Weekly office hours with our team for any questions about the M&A process, exit planning, or strategic decisions

This foundational experience gives you everything you need to understand your current position, connect with the right peers, and begin building your exit strategy with confidence.

After your 12-week foundation, you have the option to continue with your Core Group in ongoing monthly cohort sessions and quarterly coaching sessions for $1,000/month at a reduced rate. This allows you to maintain the relationships and accountability you've built while continuing to navigate your exit journey together.

You join a confidential group of 12-15 non-competitive Canadian business owners for 12 weeks to learn the fundamentals of building enterprise value. This isn't networking—it's structured learning with people who can't compete with you but understand your challenges.

Here's what you get:

- Your 12-Week Foundation (Every member starts here):
‍Market-based valuation of your business to understand what drives your multiple in your industry. Core frameworks for systematically building value—your baseline of where you are today and what specific levers will move the needle. Twice-monthly 90-minute cohort sessions with your peer group. Weekly office hours when you need guidance on implementation or deal flow opportunities

- Complete ExitOS System: This is our entire exit planning toolkit—every tool, template, and framework we've developed to help Canadian businesses grow value and prepare for exit. These aren't theoretical concepts. They're the actual tools our most successful members use: financial modeling templates that show how specific changes impact your valuation, step-by-step guides for reducing owner dependency without losing control, and playbooks for the decisions you'll face.

- Weekly Expert Sessions: Learn from specialists who understand Canadian businesses—tax strategists, M&A advisors, wealth managers. These aren't generic webinars. They're focused on actionable insights and practical playbooks for businesses like yours.

- Executive Coaching: One session during your 12-week foundation, then quarterly ongoing. Your coach isn't just a facilitator—they're an entrepreneur who's successfully exited their own business. They understand both the business mechanics and the personal challenges of building toward an exit.

- M&A Insider Network: Access to vetted investment bankers, deal-making peers, and experienced founders who can provide guidance when opportunities arise or when you're ready to explore your options.

- Confidential Peer Learning: The real value is in your peer group. When another owner shares how they reduced customer concentration from 60% to 30%, or how they built recurring revenue into their business, that's immediately actionable intelligence you can't get anywhere else.

- Continued Community Access: After your 12-week foundation, you'll have ongoing access to our monthly sessions at a reduced member rate. Many owners find this ongoing accountability and peer connection invaluable as they implement their exit strategies over the months and years ahead.

‍Time commitment: About 3-6 hours every two weeks during the 12-week foundation, then 3-4 hours monthly ongoing.

The real work happens between sessions when you're implementing what you learn.This works because you're learning alongside peers who face the same challenges but don't compete with you. When someone solves a problem you're wrestling with, you get their playbook immediately.

This is exclusively for Canadian business owners generating $5-50 million in revenue or at least $1 million in EBITDA who know their exit matters too much to wing it. You've built something substantial over 5+ years with 15-200 employees. You understand that preparing a business for sale isn't a six-month project—it's a multi-year process that requires systematic work.

Industries vary—manufacturing, professional services, technology, healthcare, distribution—but everyone shares the same goal: building maximum enterprise value. What matters more than your sector is your mindset. Our members are serious about implementation. They don't just want to learn; they want to execute.

Each cohort is carefully curated to ensure no competitive conflicts. You'll share real numbers, real challenges, and real solutions because everyone in your group operates in different markets or serves different customers. This isn't a Slack group where anyone can join. We hyper-match and curate to ensure non-competitive owners with mindset fit.

‍The difference: We recognize you are more than your business. While other programs focus only on technical exit planning, we understand that successful exits require both business optimization and personal readiness. Our members are building toward something bigger than just a transaction—they're preparing for their next chapter while maximizing the value of their life's work.

This level of confidentiality and curation is why our members share actual financials, discuss real succession challenges, and get honest feedback on sensitive decisions. When there's zero competitive risk, real learning happens.

Yes, every member gets a market-based valuation in their first 12 weeks. This isn't a certified appraisal—it's a realistic assessment of what your business would likely sell for today based on your financials and how buyers actually value companies like yours.

Most business owners have never had a proper valuation done. They either wildly overestimate their value or drastically underestimate it. Neither helps you make good decisions.

Knowing your baseline number is crucial because it shows you exactly where you stand and what's holding you back from a higher multiple. Maybe it's customer concentration, or owner dependency, or weak financials. You can't fix what you can't see.

Once you know your real starting point, you can work systematically to close the gap between where you are and where you want to be. That's how you build value strategically instead of just hoping your business will somehow be worth more later.

The valuation alone typically pays for several months of membership when you use it to make better decisions about your business.

In the first 12-weeks you'll have a clear roadmap for increasing your business value and understand what drives your valuation. Whether you execute on that roadmap is up to you.

Here's what we can't control: market conditions, your willingness to make hard decisions, or whether you'll actually implement what you learn.

What we can control: giving you proven frameworks, connecting you with peers who've solved similar problems, and providing ongoing support from people who've successfully exited their own businesses.

Success comes down to consistent execution over time. We give you the tools, the accountability structure, and access to people who've been where you're going. The work is still yours to do.

You'll learn to think like someone who owns an asset, not just runs a business. That fundamental shift changes how you make decisions and builds real value whether you exit next year or hold the company forever.

‍What You'll Master: You'll understand the specific metrics that drive your valuation in your industry, how to build recurring revenue into traditionally project-based work, and how to reduce your personal dependency without losing control of quality. Most importantly, you'll gain clarity on what your business is actually worth and confidence in the moves you're making to increase that value.

‍Real Results: Members typically see 15-30% improvement in gross margins, develop 2-3 new revenue streams that don't require their direct involvement, and build systems that let the business run for weeks without them. Beyond the technical skills, you'll build trusted relationships with 12-14 other business owners facing similar challenges and gain access to vetted advisors who understand how to maximize outcomes for Canadian owners.

‍The Real Change: The biggest shift isn't tactical—it's confidence. Instead of wondering if you're making the right moves or what your business is worth, you'll know. That clarity changes how you operate day to day.

We're virtual-first for good reasons. Your monthly core group and weekly focus sessions happen online—we've found people share more openly about sensitive business issues when they're in their own space. There's something about being in your own office that makes it easier to talk about real challenges, like family dynamics or financial concerns you wouldn't discuss in a public setting.

The virtual format also means you're not limited by geography. Some of our strongest cohorts include members from coast to coast.

We will be hosting in-person events, starting in Toronto, but we're listening to what our community actually wants rather than assuming. These won't be required—they'll be valuable for building deeper relationships and working through complex challenges face-to-face.

The discretion factor is huge. Exit planning is sensitive. Virtual meetings give you privacy and control over your environment, which leads to more honest conversations and better outcomes.

Good. Keep them. We're not trying to replace your accountant, lawyer, or financial advisor. We're the strategic layer that helps you understand what actually drives value before you need those specialists.

Think of us as the team that helps you ask better questions. When you meet with your accountant, you'll know which financial metrics actually matter to buyers. When you talk to lawyers about contracts, you'll understand how terms impact your valuation.

Our members often tell us we help them get more value from their existing advisors because they finally understand the right questions to ask.

You can continue with monthly membership, at a reduced rate, to stay connected with your core group and the broader community. Most do, because building value is an ongoing process, not a one-time project.

The monthly sessions keep you accountable to the changes you've committed to and give you access to new members' fresh perspectives. Plus, as you get closer to actually considering an exit, you'll want the support of people who understand what you're going through.

Some members graduate to our Value Accelerator program if they want more intensive, hands-on support. Others take what they've learned and execute independently while staying connected to the community for ongoing guidance.

Those organizations are excellent for general leadership development and broad business challenges. We're laser-focused on one specific outcome: building enterprise value. Every session, every framework, every peer discussion centres on making your business more valuable and less dependent on you personally.

The focus matters. In YPO or Vistage, you might spend a session on team motivation, another on personal development, another on industry trends. All valuable, but scattered. We drill down on the specific levers that drive your valuation—recurring revenue, customer concentration, owner dependency, gross margins. Everything connects back to building a more sellable business.

Confidentiality is different too. In geographic groups like Vistage, you're often sitting across from potential competitors, suppliers, or people who know your customers. Our cohorts are specifically designed to avoid conflicts. A manufacturer in Ontario can share real margin data with a professional services firm in BC without worrying about competitive intelligence.

The facilitator difference is crucial. Most CEO groups are led by professional facilitators or retired executives who've run big companies. Ours are led by entrepreneurs who've actually built and sold businesses for significant value—$10M+ exits. They understand the specific challenges of preparing a mid-market company for sale because they've done it themselves.

Also, timeline. YPO and Vistage are designed for ongoing membership over many years. We're designed for business owners with a specific goal: understanding and maximizing their exit options. You get what you need in 12 weeks, then decide if ongoing monthly connection makes sense.

Think of traditional CEO groups as general business education and peer support. We're the specialized place you go when you're serious about preparing for the most important financial decision most entrepreneurs will ever make.

If you're accepted into the program, yes. We'll connect you with members or alumni who can share their real experience.

We can connect you with clients who've completed Value Baseline assessments or worked through our Value Accelerator program. We'll arrange a brief call with someone who can tell you about their experience.