The Off Ramp - Strategic Advisor Board
Strategic Advisor Board · The Off Ramp

You will leave your business.
Everyone does.

The only question is whether you chose the terms. A bi-weekly mastermind for owners who intend to sell, transition, or step back, built around the numbers buyers actually pay for.

Cadence
Every other week
Session
90 minutes, live
Built on
8 Steps to 8 Figures
Reserve your seat - $97/month
Month to month. No contract. Cancel anytime.
$2M-$4M
on a business earning $2M in EBITDA. Same performance, different structure.

Most owners don't skip exit planning because they're careless. They skip it because the business needs them today and the exit is a someday problem.

Then someday shows up early: a health scare, a partner dispute, an unsolicited offer, and you negotiate from the one position ninety days can't fix.

Owner-dependent companies sell at a one- to two-turn EBITDA discount against management-run companies with identical numbers.

That's not a valuation problem. It's a readiness problem.

Every quarter you wait, the readiness gap gets more expensive to close.

Reserve your seat - $97/month

Who the room is for

The Off Ramp is the room where you fix it, one step at a time, with owners doing the same work and a board that has sat on both sides of the deal.

This is for you if

  • You own an operating company above $250K in revenue, not corporate, not franchise.
  • You're three or more years in, with a business worth preparing.
  • You intend to sell, transition, or step back in the next two to seven years.
  • You're building toward an eight-figure outcome and you'll do the work.

Not for you if

  • You're pre-revenue or shopping for a growth hack.
  • You're selling in the next ninety days: that's a private conversation, not a room.
  • You want theory. This room assigns homework and checks it out loud.
  • You'd rather not put your real numbers on the screen.

What a session looks like

Ninety minutes. Cameras on. Same room, same people, every other week.

30 min
Teaching
One step of the 8 Steps to 8 Figures, taught against what buyers actually pay for it.
45 min
Hot seats
Real numbers on the screen. Live feedback from the board and the room.
15 min
Commitments
One move each, named out loud, and checked at the next session.

The curriculum

26 sessions. Four quarters. All eight steps, scored, worked, and re-scored. Members join at any session; the quarterly Value Check re-baselines everyone.

Q1

Self-Discovery: Know Your Number

01
The Baseline
Run the Exit Value Diagnostic. Score your readiness and name today's number.
02
The Buyer's Lens
What a buyer pays a premium for, and the five risk flags that restructure a deal.
03
Step 1 · Acquisition
The concentration audit. Who actually owns your revenue, and what it reads as to a buyer.
04
Step 1 · Acquisition
Building one acquisition channel that doesn't depend on your top three accounts.
05
Step 2 · Sales
Getting your name off every deal in the pipeline, and what it's worth when you do.
06
Step 2 · Sales
A documented sales process and one person with authority to close without you.
07
Value Check #1
Re-score. Price the movement. Reset commitments for the next quarter.
Q2

Planning: Make Revenue Repeat

08
Step 7 · Referrals
One trigger, one script, one person accountable. Turning luck into a channel.
09
Step 7 · Referrals
Tracking it, because untracked isn't a system, and a system is what transfers.
10
Step 3 · Onboarding
The first thirty days that decide retention, and the handoff that costs you renewals.
11
Step 4 · Support
The retention math, and exactly what it does to your multiple.
12
Step 6 · Fulfillment
Turning projects into plans and plans into contracts: the single largest lever on price.
13
Value Check #2
Re-score. Compare to your baseline. Rank what's left.
Q3

Preparation: Build the Machine

14
Step 8 · Processes
Document before you delegate. The order that makes delegation stick.
15
Step 8 · Processes
The operating manual a buyer will actually read, and what belongs in it.
16
The 90-Day Test
What happens to the business if you disappear for a quarter. Run it honestly.
17
The Management Layer
Building the team a buyer wants to keep, and the incentives that hold it through a transition.
18
Clean Financials
Surviving diligence before it starts. Add-backs, reviewed statements, deal-killers.
19
Transferable Assets
The eight assets that transfer with the company, and the ones that walk out with you.
20
Value Check #3
Re-score. This is the quarter readiness usually moves the most.
Q4

Execution: Get Ready to Be Chosen

21
Step 5 · Communication
Naming your transition team: the advisor, the operator, the family decision-maker.
22
Step 5 · Communication
Telling your people, your family, and your advisors: sequence, timing, and language.
23
What You Actually Keep
The gap between the offer and the deposit, and the planning that protects the rest.
24
Your Options Menu
Strategic buyer, financial buyer, internal transition, family transfer: what each one asks of you.
25
The Roadmap
Your written three-year exit plan, on paper, with dates and owners.
26
Year Review
Your updated number, and a line-by-line account of what moved it.

Built on the 8 Steps to 8 Figures: Customer Acquisition, Sales, Customer Onboarding, Customer Support, The Power of Communication, Fulfillment, Referrals, and Internal Processes & Procedures. The cycle repeats annually.

26 sessions. Four quarters. One written exit roadmap by the end of year one.

Reserve your seat - $97/month

What comes with membership

  • 26 live sessions a year, plus recordings
  • The Exit Value Diagnostic, re-scored quarterly
  • The 8 Books to 8 Figures library
  • A worksheet and action plan for every step
  • Between-session access to the room
  • A written three-year exit roadmap

Join the room

The price isn't the filter: showing up is. It stays low on purpose, because lead time is the one thing we can't sell you later.

$97/ month
Month to month. No contract. Cancel anytime.
Because you don't get to choose when you exit. You only get to choose whether you were ready.
Reserve your seat
"You don't get to choose when you exit. You only get to choose whether you were ready."
- Shelby Jo Long, President, Strategic Advisor Board

The Off Ramp is exit-strategy education for business owners. It is not investment, legal, tax, or accounting advice, and nothing in it is an offer, a solicitation, an appraisal, or a valuation opinion. Figures cited are directional planning ranges from published lower-middle-market transaction data, not a prediction of what any specific business will sell for.