Design Your Exit.
Protect Your Legacy. Maximize Your Value.
The Succession Roundtable is an exclusive 10-week intensive hosted at StoryLabs, designed for established business owners who are preparing to transition from being the primary operator to a strategic seller. Whether you plan to exit in 12 months or five years, this program provides the operational framework and financial clarity needed to ensure your business is a high-value, transferable asset.
Who Should Join?
If you see yourself in any of these roles, this circle is for you:
The Seasoned Owner: You’ve built a profitable business (service, retail, professional services, or light industrial) and realize you won’t do this forever.
The Legacy-Minded Leader: You care deeply about your employees and customers and want to ensure the business thrives long after your departure.
The Exit-Ready Entrepreneur: You are ready to move from "owning a job" to "owning an asset" that can be converted into cash flows without the same day-to-day time commitments.
What You Will Gain
A Curated Peer Circle: Exit planning can be a lonely and highly sensitive process. This program provides a confidential "vault" of 5-8 owners sharing challenges, experience, and strategies in total confidence, while learning from local specialists.
A Roadmap For An Orderly Transition: An actionable Succession Plan of steps to maximize the value you’ve created, to build the right advisory team, and to minimize succession risk.
The Local Advisor Network: Gain direct, intimate access to local CPAs, professional attorneys, and wealth managers who understand our regional economic landscape and the tax implications of various deal structures.
A Formal Business Valuation: Establish your baseline market value with a comprehensive Valuation Report.
The 10-Week Roadmap
Weekly advisor-led sessions to transition the "brain" of your business to paper.
Week 1: Legacy & Intent (Assess exit goals and timelines)
Week 2: The Valuation Reality (Financial auditing and EBITDA cleanup)
Week 3: Operations Manuals (Moving knowledge out of your head and into systems)
Week 4: Team & Culture (Preparing staff for a change in leadership)
Week 5: The Seller’s Story (Crafting a compelling Confidential Information Memorandum)
Week 6: Tax & Legal Structures (Understanding asset vs. stock sales)
Week 7: Finding the Right Fit (Vetting potential buyers for values alignment)
Week 8: The Art of Negotiation (Deal structures and seller financing)
Week 9: The Transition Plan (Designing the critical 90-day post-sale handoff)
Week 10: The Finish Line (Finalizing your Succession Plan over a celebratory dinner)
Commitments & Investment
When We Meet: Thursdays afternoons September 17th – November 19th
Where: Weekly gatherings in person at StoryLabs
Investment: $5,000 (Includes all program materials, advisor honorariums, and a comprehensive Business Valuation Report).
Application Timeline
August 14th: Applications Due
August 15th - Sept 6th: Candidate Interviews
September 7th: Participants Selected & Notified
September 17th: Cohort Kicks Off
