Successfully exiting your business will likely be the single largest financial transaction of your life. Exit Strategist and CPA, Bob Zarlengo, in his decades-long work with business owners, found that interaction with like-minded owners who are navigating the same process can prove invaluable.

Out of this realization grew the Exit Planning Peer Advisory Board (PAB) – a group of business owners who come together regularly to benefit from their collective intelligence. They share challenges, insights, resources, solutions, and successes that increase the value of their business, while developing and implementing their exit strategy.

 

PAB – What’s in it for you?

  • Gain foundational, strategic insights that are essential to every business.
  • Implement value-based management strategies to grow and sustain business value.
  • Build your own exit plan using tried and proven methods.
  • Benefit from peer insight and experience.
  • A “sounding board” for help addressing issues that impact your business and future.
  • Access to expertise in multiple areas, including that of guest speakers.
  • Support in remaining accountable to your own business growth and exit strategy.
  • Explore valuable resources that will ensure your successful exit in the future.
  • Build comradery with other like-minded business owners.
  • A highly effective, straightforward way to streamline the exit planning process, stay on track, and keep moving forward.

A Value-Based Management Approach

Optimizing growth requires strategic thinking with an eye on the future and a focus on maximizing your company’s value. Many business owners find that a value-based management (VBM) approach to growing their business enables them to build business value and sustain growth while developing and implementing an exit strategy to create the future they envision.

Exiting your business may seem far into the future and therefore not an immediate priority. Instead of focusing on your eventual exit, you’re likely focused on building your business today – which is exactly as it should be. Yet – with a focus on business value – at the same time you are building your business, you can simultaneously lay the foundation and structure of an exit plan! And you will never have a more thorough growth strategy than one that starts with your exit and works backward.

PAB – The Details

Peer Advisory Board meetings are held six times per year, every other month, with meetings facilitated by Bob Zarlengo in person or via Zoom. In addition to the collaborative group setting, individual Board members meet one-on-one in opposite months with Bob to drill down and address issues that are unique to their business. There is a one-year minimum commitment which cultivates continuity among members and best facilitates each member’s success.

2025 Colorado Meeting Dates and Topics

  • January 15: Key Performance Indicators (KPIs)
  • March 19: Tax Law and Legal Audit
  • May 22: Financial Statements and Financial Intelligence
  • July 16: Value Building and Value Drivers: This meeting has been cancelled; the topic will be addressed in September.
  • September 17: People—The #1 Value Driver: Ownership Thinking/Working Genius/Multigenerational Workforce
  • November 18: Year-End Planning: Strategy, Budget, Tax Planning

Resources

Check out our online resources and assessments that will help you gauge your business value as well as where you stand in terms of readiness for your exit.

Questions? If you’d like to discuss whether this unique opportunity is a fit for you and your business, please feel free to email or call Bob directly at 303-589-1613.

See For Yourself – Be Our Guest at a Meeting

Contact Bob to join us for the next meeting of our PAB, designed to help business owners bring exit planning onto your radar concurrent with building your business through a value-based approach. What better time than now to take that first step that will benefit your business over the long term?