The Value in Joining a Board on Exit Planning

Successfully exiting your business will likely prove to be the single largest financial transaction of your life – and a transition you’ll want to accomplish on your own terms. But planning for this event is a complex process.

To help navigate the process, consider joining our exit-planning-focused Peer Advisory Board (PAB). This exclusive membership of closely-held business owners allows you to engage with your peers who are in similar situations, which can serve to streamline your exit planning journey. You’ll benefit from the experiences and insights of other board members and the expertise of board facilitator, Bob Zarlengo.

Board members “deep dive” into many exit planning topics including:

  • Identifying Your Exit Objectives
  • Quantifying Financial Resources (cash flow, business valuation)
  • Maximizing and Protecting Business Value
  • Handling Ownership Transfers
  • Learning how to Construct Your Advisor Team
  • Understanding Tax Implications of Various Transition Strategies

The Peer Advisory Board (PAB) meets six times per year, every other month, to discuss challenges, share resources and cultivate solutions throughout the exit planning process. Board membership requires a minimum one-year commitment in order to provide continuity and afford the greatest opportunity for each member’s success. In addition to participation in this collaborative environment, each PAB member receives six one-hour individual consultations with Bob Zarlengo, opposite the board meeting months.

Joining the Peer Advisory Board provides closely-held business owners:

  • An inexpensive way to gain valuable strategic insights into exit planning
  • A process by which to formulate your own exit strategy using tried and proven methods
  • A sounding board, with peer insight, for issues that surface as you plan your exit
  • Accountability to your own exit planning strategy
  • Access to ideas you may not have considered
  • Comradery with other like-minded, closely-held, business owners
  • Resources that will ensure your successful exit when the time comes

Along with developing a strategic plan for their future exit, board members gain knowledge that can benefit their business today. A strategic exit plan charts the course for many aspects of your business for the long-term. It is designed to optimize and protect the value of your business, and it provides systems to monitor your progress. Few businesses have this degree of strategy, long-term planning, and accountability in place without having gone through the exit planning process.

Before participating in a meeting, new members are asked to sign a non-disclosure agreement, complete an Input Form, and participate in a phone call regarding board meeting structure, expectations, and an overview of one-on-one meetings. PABs meet in both Colorado and Arizona; there are limited options for virtual participation for individuals outside these areas.

For more information or to be considered for membership on the Peer Advisory Board, email Bob Zarlengo at or visit

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