Protect Your Legacy and Capture Your Company’s True Value

An Intensive Working Session Designed for Owners Who Value Action Over Small Talk

You’ve built a significant enterprise.

Join fellow business owners for an intensive working session to master the 5 Stages of Value Maturity—the definitive framework for de-risking your operations and building a company with maximum transferable value.

50%

50% of business exits are involuntary, triggered by one of the “Five Ds”:

Death, Disability, Divorce, Disagreement, and Distress.

A Practical Roadmap for the Next 3–5 Years

We spend the full day diving into the specific mechanics of business maturity.

You will leave with a clear understanding of how to move your company through:

Learn exactly how a business like yours is valued in today’s market.

De-risk your business and yourself to protect current value.

Implement changes to improve value by building intellectual capital.

Identify exit and succession options and the pros and cons of each.

Secure your future income and the lifestyle you’ve earned.

Who should attend:

Business owners who want more clarity, more leverage, and the ability to exit on their terms — not by accident.

If you’ve ever wondered “What is my business really worth?” or “Could this run without me?” — this roundtable is designed for you.

The Work of 3 Years Cannot Be Done in 3 Months

A common mistake business owners make is waiting until they are “ready to sell” to start building value. By then, it’s often too late to influence the final exit price.

This roundtable is designed for the owner who is 3–5 years away from a transition.

We focus on the 5 Stages of Value Maturity now so you have the time to move your business from “successful” to “best-in-class,” ensuring you don’t leave millions on the table when the time finally comes.

Only 20% to 30% of businesses that go to market actually sell, leaving the other 80% of owners without a way to harvest their wealth.

20%

Registration Details:

  • The Investment: $995.00

  • When: Tuesday, March 10, 2026 | 8:30 AM – 5:30 PM MT

  • Where: Englewood, Colorado

  • Availability: Strictly limited. Small groups ensure you get direct answers from hosts Wally Waldron and Bob Lee.

Wally Waldron
Founder & CEO
EXITOLOGY

Bob Lee
Senior Wealth Advisor
MARINER

TESTIMONIALS
“Wasn’t sure what to expect, but it knocked my socks off.”

“This was an amazing experience. There was a ton of content that could be taken home and implemented right away.”

Don’t Leave Your Business Legacy to Chance

  • Step 1: Enter your details below to start.
  • Step 2: Finalize your $995 registration on the secure Square page. Your seat is confirmed only once payment is received. Watch your inbox immediately after for your calendar invite and session briefing.

The Cost of Waiting

80%

80% of business owners fail to exit on their own terms. Waiting until you are “ready to sell” is often too late to influence your company’s value; start your maturity roadmap today to ensure you don’t leave millions on the table.