Videos & publications
Searching for a PDF or video, you’re in the right place.
Who we are, what we do and why we’re different.
Business Ownership SchoolSM Overview
An introduction and how it works.
Inner OptimizationSM Overview
The why and how behind our Inner OptimizationSM interoception offerings.
Survey options & research
Details on our different surveys and the research behind them.
Business ownership skills
The integrated skills and content areas of ownership skills.
Our planning process deliverables and long-term partnership options.
Valuation Bridge PlanSM
Details behind our Valuation Bridge PlanSM.
The one question
Looking to transition out of the day to day of your business or sell? Ask yourself this question first.
Key dimensions of Inner OptimizationSM
Details on our proprietary interoception training and why owner-mangers need these skills.
Direct ownership partnerships
Looking to lower GP fees and carry? Download our guide.
Estate legacy planning & heir training
An overview of our legacy planning & heir training.