Your clients need your help!
Exit and transition planning is a challenge to most business owners. GLOBOcoach.com resources will help you engage your business owner clients with assessment and tools that begin their exit planning under your own brand.
The average business owner spends 80,000 hours building, but only 6 hours planning their exit. They need you as an advisor. Engage with your business owner clients to begin their exit planning with a simple assessment that matches your brand.
We host the assessment and generate a customized scorecard and report. You engage your clients.
Our Online Assessment is the right start to your clients' exit and transition plan
Your Advisory clients need to take the right steps to maximize their business’ value come exit time. Preparing a business for sale is like preparing a house for sale. It must ‘show’ well. Business transition, succession, or exit planning is a passion of ours.
Tap our expertise to help your Advisory clients with business succession and sale planning. Begin your work with them by sending them through the Business Exit Assessment.
Engage your clients
Everything you need, easy to access
The business exit and transition advisory expertise you need with the technology to make it easy for your busy clients to engage with you.
Designed by experts
We have successfully guided many business owners through both exit planning and successful business exits.
Our knowledge, your advice
With the Business Exit Assessment and optional ongoing advice, you will build your Advisory business with our expertise.
Technology for busy business owners
To get owners to engage, the assessment process must work wherever they are. Our technology is built to work on any device.
Zero IT team
All the technology, none of the work
We host and manage the technology that your clients will use to complete the Business Exit Assessment. It is accessible around the world on any device.
- Cloud secured
The Business Exit Assessment runs in a secure cloud environment. Your Advisory client's answers are securely stored.
- Phone/Tablet friendly
The guided assessment is designed and built to be compatible with any device whether your client is on-the-go, at home, or in the office.
- Automated report generation
The Business Exit Scorecard and custom Full Report do not have to be manually created by you or your staff. Our software automatically generates and sends the custom content to your client's by email.
Example Assessment
Submit your email address and we will connect you with a sample version of the Business Exit Analysis assessment for your evaluation. We will also advise on next steps to sign up for using the assessment in your Advisory practice.
Testimonials
Built with expertise gained from working with hundreds of owners
“My business would not be what it is if it had not been for the initial guidance of Ronen and his team. He was willing to go the extra mile and was willing to stand by his satisfaction guarantee in such a way that I will absolutely hire him again for changes in my business as it moves to the next level. I was very impressed with how much effort he put into learning my industry so as to best be able to advise me. I have modeled many of his methods of serving my company as I attempt to serve my clients. His leadership by example is as valuable if not more valuable than some of the actual advice, and that’s saying something! Any organization would be wise to consider working with Ronen and his team.”
“I strongly believe that any successful business requires the assistance of a skilled professional team working together to achieve the objectives of the client…. I have referred many business clients to ROCG and have relied heavily upon ROCG’s expertise during numerous business transactions… I highly recommend the services of ROCG and encourage clients to contact them for professional business advice.”
“Terry, I just wanted to give you some feedback. I really appreciated the ‘Glass Door’ retreat process. I think the questions that you asked were very good and I find myself looking to the future in a different way, in much more reflective way. This has been very insightful and I can see this helping me as I look ahead to the future. I hope to use this starting today in planning towards the future and not get 10 years down the road and find myself ready to retire or do less and have no idea what I want to do with my time. This is very exciting and Heidi and I appreciate what you are doing for us.”
“In looking back at the transition process – I am convinced that we would not have made the progress in transitioning to the next generation as smoothly or as effectively. It was not an easy journey but with your wise counsel, Terry, we were able to view the right things in the proper priorities and execute. Thanks for the help on the journey. My time with the profiling is negligible, but am immersed in the work with 2 non-profits that is quite rewarding and challenging. I feel that my talents are being used – to my enjoyment. This also is something that without your prodding, I would not have realized the importance to my mental health as I stepped away from my role. Thanks for your time and fulfilling all the promises the were committed to me – both verbally and written. You are a man of integrity that we are privileged to know and work with. You are appreciated.”
Pricing
Simple pricing to ensure your success
When you are engaging an advisory client in the beginning of exit planning, you want a simple and straightforward system that starts your long term engagement off on the right foot.
Free tier
The perfect plan when you are just getting started in your business exit advisory role.
$0 /month
Get 30 days free- Standard, shared assessment
- Up to 5 submissions per year
- The standard Scorecard
- No automation
Expert Advisor
Recommended
The Private-label technology plus the support of ROCG experts when you need help. For Business Exit Planning we are the Advisor's advisor.
$149 /month
Get 30 days free- $300 one-time, setup fee
- Branded with your logo
- Access history and client assessment data
- Automated Scorecard generation
- Automated Full Report
- Reports sent to you
Engaged Expert
Beginning you business exit advisory practice? We recommend that you tap our expertise in-depth to establish you as an expert with your clients. Make business exit planning a successful part of your advisory practice.
$299 /month
Get 30 days free- Setup fee waived
- Branded with your logo
- Access history and client assessment data
- Automated Scorecard generation
- Automated Full Report
- Reports sent to you
The Graduate Level of Business Ownership
We wrote the book!
The team behind Business Exit Analysis literally wrote the book on business exit planning. Find out more and purchase The Graduate Level of Business Ownership.
Without your knowledge and advice, we would never have achieved the exceptional outcome that we realized. I truly believe in the process and outcomes that you have shared in your book, and I know that anyone that reads and employs the advice delineated in this book will be greatly rewarded.