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Free Toolkit for Retiring Business Owners

Everything You Need to Prepare for a High-Value, Low-Stress Exit

Created by the Retiring Business Owner Association, a 501(c)(3) nonprofit

Thinking of Selling or Retiring?

If you’re planning to retire or sell your business in the next few years, don’t leave money on the table or learn the hard way.

This free toolkit gives you everything you need to start strong.

What’s Inside the Exit-Ready Toolkit:
  • Exit Readiness Scorecard – Quick self-assessment to uncover your exit gaps in less than 5 minutes.
  • Deal Math Tool – See your current valuation vs. what you could get by converting SDE to EBITDA.
  • Margin & SOP Templates – Improve profit, structure your operations, and make your business more transferable.
  • 90-Day Exit Roadmap – A week-by-week plan to increase value, reduce risk, and get ready to sell.
Why This Is Free

We’re a nonprofit. Our mission is to help business owners exit smart — with clarity, confidence, and no regret.

“Most owners only get one shot at selling their business. We want to help you get it right the first time.”

We’re not brokers. We don’t take a commission. We’re here to educate, not sell.

Who This Is For
  • Roofing or Medspa business owners
  • Doing $1.5M+ in annual revenue
  • Planning to exit in 6–36 months

If that’s you — this free toolkit is your smartest first step.

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No spam. No sales pitch. Just real tools from people who’ve been there.