Ownership Exit Planning Banner

Navigate your business transition with ease, confidence, and clear next steps.

A 3-month program for exiting business owners.

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Ownership-Exit-Planning_HEADER copy
Indiana SBDC

PROFESSIONAL BUSINESS
VALUATION

ISBDC provides business valuations using financial metrics and environmental factors, requiring three years of financial statements and a factors worksheet. Participants receive two value estimates plus access to industry reports and performance benchmarks.
Purdue University Northwest

GROWTH POTENTIAL ANALYSIS & FINANCIAL MODELING

PNW customizes deliverables by company needs, which may include vertical-specific forward-looking projections, valuations, and funding mechanism analysis.
WeCreate

PRE-EXIT IMPROVEMENT STRATEGIES

WeCreate conducts industry, market, and competitive analyses to develop customized, data-rich improvement strategies designed to maximize company value prior to retirement, sale, or succession.
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Nearly half of privately held businesses in the United States are owned by baby boomers looking to retire in the next 3-10 years. This shift is being dubbed the "silver tsunami" and it leaves a significant gap in the workforce. Most face unpreparedness in knowing their true business value, having confidence in a success, understanding financial implications, and ensuring their legacy will be preserved for generations after them.

Lower Lincoln, in partnership with Purdue Northwest, ISBDC, and WeCreate Media is here to help close the gap.

PROFESSIONAL SERVICES YOU'LL RECEIVE

Growth Potential Analysis

Growth potential Analysis

VEREFI Framework with actionable strategies.

Financial Modeling

Financial modeling

Tax implications, cash flows, and timing strategies.

Professional Business Valuation

Professional Business Valuation

Provided by the ISBDC and paid for by the State of Indiana.

Succession Planning

Succession planning

Customized exit scenarios crafted to you and your business.

Program
Structure

MONTH 1

Current State Deep Dive + Exit Strategies Education

MONTH 2

Future State Deep Dive + Growth Potential Workshop

MONTH 3

Roadmap Creation + Implementation Planning

Post-Program
Support

FOR 12 MONTHS

Quarterly check-ins

UNLIMITED ACCESS

Legacy Leaders Network through Lower Lincoln

PRIORITY ACCESS

Consulting services offered by WeCreate Media

Is This Program Right for You?

You're a Great Fit If:

  • You're looking to exit in 3-10 years
  • You're uncertain about your exit strategy
  • You have a successor but lack confidence in your plan
  • You want to maximize business value before selling

This Isn't For You If:

  • You're planning to liquidate
  • You already have a solid plan in place

Is This Program Right for You?

You're a Great Fit If:

  • You're looking to exit in 3-10 years
  • You're uncertain about your exit strategy
  • You have a successor but lack confidence in your plan
  • You want to maximize business value before selling

This Isn't For You If:

  • You're planning to liquidate
  • You already have a solid plan in place

A Community of Legacy Leaders

The Ownership Exit Program developed by Lower Lincoln brings together community leaders, regional partners, business brokers, and succession planning experts to guide you through every aspect of your exit. This is one of the first programs of it's kind and we're inviting you to pioneer this solution with us.

A Special Thank You to Our Partners

Purdue Northwest, WeCreate Media, ISBDC, and Community Foundations.

Unlike generic consulting, this is structured peer learning with accountability, expert guidance, and practical next steps over three months.

A Community of Legacy Leaders

The Ownership Exit Program developed by Lower Lincoln brings together community leaders, regional partners, business brokers, and succession planning experts to guide you through every aspect of your exit. This is one of the first programs of it's kind and we're inviting you to pioneer this solution with us.

A Special Thank You to Our Partners

Purdue Northwest, WeCreate Media, ISBDC, and Community Foundations.

Unlike generic consulting, this is structured peer learning with accountability, expert guidance, and practical next steps over three months.

Join Us for Breakfast

Limited-Enrollment_Banner

Looking for community before commitment? Join us for an exclusive peer-led brunch to meld minds and meet other business owners in a likeminded environment.

Limited Enrollment

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Only 12 participants per cohort. The first cohort beings January of 2026. Early registrations is recommended due to high demand.

open-quote

All good men and women must take responsibility to create legacies that will take the next generation to a level we could only imagine.

JIM ROHN,
BUSINESSMAN, AUTHOR, MOTIVATIONAL SPEAKER

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John Rohn Portrait
Taylor Rodriguez - WeCreate

Your Future Starts with a Conversation

Whether you're five years out or ready to make your move, Taylor can help you map the right path forward. Connect with us to explore strategies that maximize your business value and set you up for what's next.

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