Scalable, Sellable, Soulful

Academy

Many business owners pour their time and energy into their company. The business grows—but often at the cost of clarity, freedom, and lasting value. This Academy helps you break that cycle. You’ll learn how to align the way you naturally work with a business model that is both profitable and purposeful.

The Academy unfolds in three phases: Clarify Your Vision, Calibrate Your Leverage, and Capitalize Your Value. In these phases, you will:

● Understand the drivers that strengthen or weaken business value

● Build reliable systems that support long-term scalability

● Align your financial goals with your personal vision of freedom

● Create a roadmap to grow, transition, or exit on your own terms

Each step includes tools, exercises, and deliverables to help you turn ideas into action and track your progress.

By the end, you’ll understand what shapes your company’s value—today and in the future—and hold a clear plan to grow, gain freedom, and prepare for your ideal exit.

This is about building a business that feels soulful to run, scalable to grow, and sellable when the time is right.

Pillar 1 Soulful: Clarify Your Vision

Module 1.1

Discover Your Personal Flow Identify your strengths, values, and leadership style. 

Module 1.2 

Diagnose Your Business Value → Get a snapshot of current value, risks, and readiness.

Module 1.3 

Define Your Freedom Targets → Clarify your financial targets across needs, what-ifs, and wishes.

Pillar 2 – Scalable: Calibrate Your Leverage

Module 2.1

Evaluate Systems & Revenue Identify scalable offerings and recurring revenue

Module 2.2 

Examine Team & Dependency Risks Reduce owner dependence and concentration risk

Module 2.3 

Explore Customer Loyalty & Brand Position Build Loyalty and market uniqueness

Pillar 3 Sellable: Capitalize Your Value

Module 3.1

Measure Your Risk Exposure → Prepare for the unexpected events and ensure continuity

Module 3.2 

Model Your Value Projection Forecast growth potential and prioritize key drivers

Module 3.3 

Map Your Exit Blueptint Build a roadmap aligned with your values, flow, and legacy

3717 Douglas Boulevard, Suite 300
Roseville, CA 95661

916-619-2899

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