Exit Planning Coaching Services

Getting the right help from the right people has never been easier...

Our exit planning coaching encompasses a meticulously structured approach, focusing on the three foundational pillars of success: personal, business, and financial. We collaborate closely with you and our strategic partners to ensure a seamless integration of objectives across these critical areas, underpinning your transition strategy with robust planning and execution.

Personal Pillar Coaching

We begin with an in-depth assessment of your personal goals and aspirations post-exit. This foundational step allows us to align your personal ambitions with the broader exit planning process, ensuring that the outcome of the business transition supports your life’s objectives. Our coaching addresses key aspects such as lifestyle considerations, legacy aspirations, and personal growth opportunities, preparing you for a fulfilling next chapter.

Business Pillar Coaching

In the business domain, our emphasis is on enhancing the operational, financial, and strategic facets of your company to elevate its market value and appeal to potential successors or buyers. We leverage sophisticated business systems and leadership training to optimize your organization’s performance. Our strategic partnership network provides access to cutting-edge resources and industry insights, ensuring your business stands out in the competitive market.

Financial Pillar Coaching

Financial readiness is paramount in exit planning. Our coaching services extend to our strategic partners financial structuring and planning and how it impacts the big picture. Our strategic partners aim to maximize your financial returns and ensure fiscal health during and after the transition. Together with our strategic partners, we offer guidance on business valuation, wealth management, tax planning, and investment strategies, ensuring your financial security is paramount. HSC does not offer financial advice directly (our strategic partners licensed to do so do that), however we do help you see how it impacts the overall exit plan.

Integrated Coaching Approach

Our coaching methodology is characterized by its authoritative and academic tone, ensuring that you receive professional and slightly technical guidance throughout the process. We are committed to delivering a comprehensive and methodical service, designed to provide clarity and confidence as you navigate through the complexities of exit planning. Through our collaborative approach, we and our strategic partners stand ready to guide you towards achieving a successful and rewarding exit from your business.


The TSG Method

The TSG Method comprises three phases that guarantee the rapid success of your business. 

Phase one, the accountability system, emphasizes clarity: clarity in structure, roles, priorities, and tasks. It addresses the age-old questions of “Who does what” and “When and how do they do it?” 

The second phase, strategic planning, also revolves around clarity: clarity in beliefs, purpose, attraction, future, and the next two- and one-year plans. It ensures alignment among all team members regarding expectations from themselves, others, and the company. 

Lastly, the third phase focuses on execution, encompassing the pursuit of daily, weekly, monthly, quarterly, and yearly goals. It’s all about achieving the desired results.


DiSC Learning

1. Take The Assessment

As the original DiSC provider with over 40 years of expertise, Everything DiSC on Catalyst offers a proven, scientifically validated assessment with a 90%+ accuracy rating from learners worldwide. Learners respond to behavioral statements on a five-point scale to measure their preferences and tendencies based on the DiSC model—a simple, yet powerful model that describes four basic behavioral styles: D (Dominance), i (influence), S (Steadiness), and C (Conscientiousness).


2. Discover your DiSC Style

Catalyst delivers each learners’ assessment results using a personalized, narrative-style behavioral profile. The personalized profile content:

  • Deepens self-understanding through the lens of each learner’s unique DiSC style
  • Gives learners insight into their own preferences and tendencies
  • Lays the groundwork for a transformational learning experience full of “aha!” moments

3. Connect with Colleagues

The Your Colleagues feature enables learners to integrate DiSC into their day-to-day work lives. Learners can use this feature to:

  • Compare DiSC styles and gain tips for more effective interactions
  • Easily navigate through the platform to view comparison continua, actionable tips, and more 
  • Adapt to the unique needs of each person and situation they encounter in real time

4. Assess DiSC Applications for Ongoing Learning

Catalyst offers a range of DiSC application content designed to help learners develop the social and emotional know-how for more effective interactions at work. This personalized content helps each learner:

  • Better understand themselves
  • Appreciate and value difference in perspective and approach
  • Readily—and consistently—adapt to the unique needs of each person or situation they encounter

Kolbe Indexes

Kolbe identifies the natural way people take action. We all have ways of solving problems that are innate to us, and we will choose them when we are free to choose our solutions. The Kolbe index aims to find the instincts people will use by studying their behavior. Many companies worldwide use this index to understand their employees and allow them to work smarter by playing to their strengths. 

Whether you are a Fact Finder, a Follow Thru, a Quick Start, or an Implementor, you are a great asset to your team and finding a balance of all these characteristics within a team can be very powerful.


Our Services

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Our exit planning service is designed to be your comprehensive guide through the complexities of business transition, whether for sale, succession, or any change in ownership. With a deep understanding of exit strategies, we offer tailored support to address every aspect of the process, including financial planning, business evaluation, operational improvement, and strategic positioning. Our expert team utilizes a structured approach to equip you with the necessary knowledge and tools for informed decision-making, aligning with both short-term objectives and long-term goals.

We provide access to advanced resources like leadership training, business system analysis, and communication optimization to enhance your business’s value and ensure a smooth transition. Our commitment is to offer expert guidance and support, preparing you for a successful exit with confidence and clarity, ultimately empowering you to realize your future aspirations.