Get Advice
You don't have to figure this out alone. David brings decades of real-world experience as a founder who actually planned and executed an optimal exit. Get personalized guidance tailored to your unique situation.
Getting to Exit Guidance
Build a stronger business and prepare for a successful exit with expert support every month.
The Getting to Exit Guidance Program gives you ongoing, personalized access to David as he walks you through his proven 9‑Step Framework. This program ensures you always know your next move — and never feel alone at the top.
What You'll Receive:
Monthly strategy sessions tailored to your exit journey
Unlimited short calls for real‑time guidance as issues come up
Structure, accountability, and momentum to ensure measurable progress
A simple 3‑month commitment, renewable quarterly
Only 20 spots available to maintain high-quality attention
Prerequisite: You must have read Getting to Exit
$3,000 per quarter
Exit Planning Workshop
A full day dedicated to uncovering your challenges, clarifying your priorities, and accelerating your exit plan.
David spends an immersive, high‑value day with you at your business — breakfast to dinner — diving into your story, your goals, and your path to an Optimal Exit.
This workshop gives you:
A deep understanding of the 9‑Step Framework
A clear picture of where your business stands today
Insight into what's holding you back
A focused action plan to move forward with confidence
A fully inclusive, white‑glove experience
All travel, accommodations, meals, preperation, and David's full day are included.
Prerequisite: Reading Getting to Exit prior to the workshop
$8,500 all‑inclusive
Getting to Exit Retreat
A transformational 3‑day experience for couples preparing for life beyond the business.
Hosted at David's private cabin on Lake of the Woods, this retreat brings together four couples for an intimate, confidential, and highly meaningful planning experience. Facilitated by David and Kathleen, the retreat blends strategic planning, open conversation, and rejuvenation.
During this exclusive retreat, you will:
Build or refine your Optimal Exit Plan
Address the business, personal, and emotional sides of the transition
Learn alongside other business‑owning couples
Enjoy exceptional meals, reflection time, and memorable experiences
Strengthen alignment with your life partner around your future
This retreat runs once per year, limited to four couples, and includes all costs from arrival to departure in Winnipeg. This is a curated experience that will take your Exit planning to a new level! There will be lots of pre-work!
Prerequisite: Owner and spouse must have read Getting to Exit
$19,500 per couple (all‑inclusive)
What you'll gain
Working with David means getting actionable insights from someone who has been in your shoes — not theory, but proven strategies from lived experience.
Clarity on your personal 'why' for exiting
Understanding of your real financial need
A gap analysis between where you are and where you need to be
Selection of the right exit path from 10 different options
A system for identifying your ideal buyer
Confidence to make decisions with long-term impact
Ready to start planning?
The first step is a conversation. Reach out to discuss your situation and explore how David can help you build toward your optimal exit.