Engineer a Premium
Regret-Free Exit
On Your Terms
Most founders think they own a business.
Buyers see a job.
Mastery: The 6 Pillar Exit System™ turns owner-dependent companies into engineered, buyer-ready assets — so you can grow ahead of sale, get your business truly ready, and design a tax-efficient (even tax-free) exit instead of rolling the dice on timing.
You don’t need more hustle.
You need structure, sequencing, and a system that closes The Gap™ between where you are and the exit you know is possible.
The Gap™
Where Founders Lose Millions
Every founder eventually hits The Gap™ —
the space between potential and price
between what you feel your company is worth
and what a buyer is actually willing to pay.
On one side:
The Stuck State
- Business revolves around you
- Hustle instead of systems
- Revenue without transferability
- Great income… but a fragile, owner-dependent asset
On the other side:
The Sovereign State
- Business that scales without you
- Systems, governance, and reporting built for diligence
- Structured tax strategy and capital stack
- A truly transferable, buyer-ready platform that commands premiums
Most owners never cross that gap.
Research shows 80–90% of businesses listed never sell, and 3 out of 4 owners who do sell regret their exit within 12 months.
Not because they weren’t smart.
Because they were trapped in uncertainty:
- “We’ll get serious about this in a few years.”
- “Buyers will see the potential.”
- “We’ll professionalize once we’re bigger.”
By the time they discover the truth, the window has shifted
Multiples compressed, EBITDA slipped, buyers moved on.
Uncertainty is the single greatest destroyer
of enterprise value.
Not competition. Not technology. Delay.
The Hidden Cost of Waiting
You’re already feeling the pressure:
- You know most of the value is still stuck in your head and your daily decisions.
- You feel tethered to the business — you can’t fully step back without something breaking.
- You’re watching competitors consolidate, private equity roll up your space, and you’re wondering if you’re already late.
- You know you should prepare for exit… but don’t know where to start — and that uncertainty feels safer to ignore.
- You’re not sure how to protect your upside from taxes, fees, and deal structure — so the idea of selling feels risky instead of liberating. Master Plan Snapshot - Dan Stan…
This isn’t just financial.
- You’re tired of carrying key-man risk on your back.
- You worry that if something happens to you, the value disappears overnight.
- You’re afraid of waking up one day to find the market moved on — and your “someday” exit turned into a forced sale… or no sale at all.
Waiting feels safe.
On the spreadsheet, it’s the most expensive decision you can make.
Exits Don’t Fail
At the Finish Line.
They Fail
In the Preparation.
You don’t get a premium exit because you “find the right buyer.”
You get a premium exit because you become the right seller.
The core premise of Mastery: The 6 Pillar Exit System™:
“Entrapment in uncertainty quietly erodes millions. Mastery is the bridge.”
The MASTER Path™ gives you the philosophy:
Move, Act, Structure, Time, Exit, Repeat.
The 6 Step Exit System™ gives you the operating system:
Diagnose, Engineer, Systematize, De-Risk, Position, Exit & Re-Enter.
When you apply both, you:
- Turn a job into a transferable asset
- Turn owner-dependence into platform value
- Turn random timing into engineered inevitability
Performance in the exit is not about luck.
It’s about sequence, structure, and story.
The 6 Step Exit System™
Turning Chaos into Clarity — Step by Step
This is the operating system we’ll use to engineer your exit:
Diagnose — Reveal the Truth
Full audit of EBITDA, concentration risk, systems, tax exposure, and owner dependency.
Quantify The Gap™ between today’s value and a premium, buyer-ready outcome.
Engineer — Design Accretive Leverage
Replace personality with process.
Build pricing power, predictable origination, and recurring revenue.
Identify accretive acquisitions and proof-point moves that expand valuation rather than just topline
Systematize — Build Transferable Structure
Document SOPs, install dashboards, governance, and reporting.
Build a company that runs without you — so buyers see a platform, not a project.
De-Risk — Eliminate Fragility & Collapse Time
Reduce customer and key-person concentration.
Design redundancies, handover paths, and Predictable Diligence™ so deals move faster with fewer surprises.
Position — Tell the Right Story to the Right Buyer
Reframe your company from “owner-dependent operator” to institutional-grade asset.
Align capital stack, tax strategy, and narrative to the buyers who pay premiums.
Exit & Re-Enter — Harvest, Hold, or Hand Off
Execute your preferred path: full sale, recap, or partial exit.
Use liquidity to fund your next platform, investment, or life chapter — with the option to play the game again from a position of Sovereignty.
This is not theory.
It’s a repeatable system that turns exits from emotional chaos into strategic choreography.
A Founder’s Life After Mastery
After this work, your reality looks different:
- Your business runs without you day-to-day — you choose when and where to plug in.
- You know your valuation range, Value Delta™, and buyer profiles before you ever go to market.
- You have documented systems, a transition plan, and bench strength that make buyers lean in instead of discounting for risk.
- You’ve engineered structure and tax strategy that keep a third — or more — of your proceeds from evaporating to taxes and fees.
- You have optionality: hold longer, sell now, recap with a partner, or roll equity into a bigger platform.
- You’re no longer guessing. You’re choosing.
This is the difference between:
Selling under pressure vs. exiting from a position of power
Hoping for a good offer vs. engineering a competitive process
Being trapped in The Gap™ vs. living in Sovereignty
PROOF
Case Study:
From Strong Platform to Engineered Roll-Up
Example: Established MSP–ISP Platform (Free Master Plan™)
~15–20 year operator with entrenched client relationships
Hybrid MSP–ISP model with proprietary infrastructure
Lean team with long-tenured technicians
Significant deployable capital for acquisitions
Primary constraint: deal flow, not capability
Value Scenarios
Scenario | EBITDA | Multiple | Enterprise Value
As-Is (Reactive, No Engine)
$850K
4.5×
$3.8M
Post-Integration (Synergy Applied)
$950K
5×–5.5×
$4.8M–$5.2M
Engineered (Buyer-Ready Platform)
$950K
6×–6.5×
$5.7M–$6.2M
Same business. Same acquisition. Same capital.
$2M+ gap generated purely from:
- Off-market origination
- Systems and integration sequencing
- Cost overlap removal
- Platform positioning
- Reduced owner dependency
When layered with tax-optimized structuring, the difference in take-home increased by 20–30%+ compared to a “sell-as-is” exit.
WHO THIS IS FOR
This is for you if:
- You’re doing $2M–$50M+ in revenue, with strong margins — but you know the business is still too dependent on you.
- You’re 3–7 years from a possible exit (or could be) and want to maximize enterprise value and optionality.
- You’re a founder / owner who has more to build after this — another platform, investments, or a different life chapter — and you want the first exit to fund the next.
- You’re not looking for hype or a broker blast-email. You want quiet, strategic preparation, DFY support, and engineered outcomes.
Industries we commonly work with:
- B2B services (MSP, SaaS-enabled, agency, specialized consulting)
- Niche manufacturing / distribution
- Multi-unit / roll-up ready operators
- Founder-led platforms attractive to private equity or strategic buyers
If you see yourself in these stories…
you’re in the right place.
WHAT'S INCLUDED
What You Get When You Raise Your Hand
Option 1: Free Master Plan™
When you complete the brief intake, you’ll receive a private, Free Master Plan™ that includes:
Executive Valuation Snapshot
- Today’s estimated value range
- What’s compressing your multiple
- Where buyers will discount you — and where they’ll pay up
The Gap™ — From Job to Transferable Asset
- Side-by-side view of your current “Stuck” state vs. a Sovereign, buyer-ready state
Valuation & Cost of Waiting™ Scenarios
- As-Is sale vs 12- and 24-month engineered scenarios
- How much value is on the line if you wait without a plan
5 Driver Diagnostic
- Revenue quality
- Owner independence
- Systems & documentation
- Concentration risk
- Positioning & buyer appeal
Tax & Fee Exposure Snapshot
- How much you’d likely lose to taxes, deal costs, and brokerage
- Simple paths to reclaim a major percentage of that leakage
Next Steps Roadmap
- 3–5 moves to start closing The Gap™ over the next 12–24 months
- A clear decision: optimize, hold, or prepare for exit
Option 2: Premium Engagement — DFY M&A & Exit Planning
For founders ready to move beyond insight into implementation, we offer a deep-dive, done-for-you partnership that can include:
Premium Master Plan™ — Full, paid strategy engagement with:
- Detailed valuation and tax modeling
- 24-month 6 Step Exit System™ implementation roadmap
- Quarter-by-quarter sequencing plan
- Capital stack and tax-alpha strategy design
Growth Ahead of a Sale
- Identify and engineer accretive acquisitions
- Design operational improvements that expand EBITDA and multiples
- Build a track record that proves your thesis to future buyers
Preparation for Sale
- Systematize operations and reporting
- Reduce owner dependency and key-man risk
- Prepare data rooms and Predictable Diligence™ so deals move quickly
Engineer a Tax-Efficient (or Tax-Free) Exit
- Coordinate with your tax and legal team to design structures that protect your upside
- Explore tools like charitable vehicles, rollovers, and other advanced planning strategies (no legal/tax advice — strategy and structure only)
PRICE
The Investment
Free Master Plan™:
- $0. Private, customized snapshot of your valuation, risk, and opportunity.
It's our much-loved no-brainer for owners and investors.
Premium Master Plan™ & DFY Engagements:
- Priced based on scope, complexity, and deal size — typically a blend of fixed-fee strategy + performance-based upside (success or transaction-linked).
You’ll see options and structure only after we both agree there’s a fit.
What Happens
If You Don’t Do This?
If nothing changes, you’re likely signing up for another cycle of:
- Increasing owner dependency
- Rising fatigue and shrinking bandwidth
- Compressed multiples as markets shift and consolidation accelerates
- More value leaking to taxes, fees, and rushed deal structure
A future where you’re forced to sell on someone else’s timeline — or not sell at all
Every month of delay is not neutral.
It’s compounding opportunity cost.
Compared to What?
Great question.
Glad you asked.
Thought you might.
Founders often invest:
- $15K–$35K+ on a mastermind
- $20K–$50K+ on generic coaching
- $8K–$20K/yr on scattered advisory support
- Hundreds of thousands (or millions) lost in tax, structure, and mis-sequenced deals
None of those, on their own, are designed to:
- Increase your multiple
- Decrease your risk
- Protect your net proceeds
- Engineer a strategic, regret-free exit
The Free Master Plan™ is precisely focused on that.
Our DFY engagements exist to
turn that insight into execution.
How Risk Works Here
The Free Master Plan™ is exactly that — free.
If we decide to work together beyond that:
- You approve scope, deliverables, and economics before any work begins.
- Fees are structured to align incentives — we win when you win.
No retainers you don’t understand.
No pressure to transact before you’re ready.
Just structured, sequenced preparation so when you are ready, you’re not starting from scratch.
Frequently Asked Questions
Q: How “big” does my business need to be?
A: Most clients are $2M–$50M+ in revenue with healthy margins. If you’re smaller but highly profitable (e.g., solo MSP with strong EBITDA), the Free Master Plan™ can still reveal meaningful opportunity.
Q: Is this a brokerage or listing service?
A: No. We’re not here to blast your deal to a list. We help you become the kind of seller that the best buyers want to pursue — then help you structure and sequence the process so you keep more of what you’ve built.
Q: Do I have to be ready to sell now?
A: Absolutely not. Many of the best outcomes are engineered 3–7 years before exit. The earlier you start, the more levers we can pull to increase value and protect your net proceeds.
Q: Do you give legal or tax advice?
A: No. We collaborate with your existing advisors (or help you assemble the right ones) and focus on strategy, structure, and sequencing — the architecture around which those professionals can do their best work.
Q: What if I decide not to sell?
A: You still win. The same systems, structure, and positioning that prepare you for a premium exit also create a more valuable, resilient, and enjoyable business to own and operate.
A Personal Invitation
I wrote Mastery: The 6 Pillar Exit System™ because I watched too many founders wait too long — and lose millions they never knew they were risking.
Not because they weren’t capable.
Because no one had ever shown them the bridge across The Gap™ — the path from entrapment in uncertainty to a sovereign, engineered exit.
If you’re reading this, you already know:
- You’ve built something real.
- It deserves more than a rushed sale or a fire-drill exit.
- You want your next chapter — whatever that looks like — to be funded, intentional, and free.
That starts with one simple move:
See the truth on paper.
See what you’ve built, what it’s worth today, and what it could be worth with structure and strategy.
I’d be honored to help you see it clearly — and, if you choose, to help you engineer the outcome most founders only hope for.
Jason Alan Bohrer
The Performance Architect™
Jason is a strategist, author, and off-market M&A advisor who created Mastery: The 6 Pillar Exit System™ and the 6 Step Exit System™ to help founders close The Gap™ between potential and realized exit value.
Blending:
- Deal architecture & capital stack design
- Off-market origination and accretive acquisition strategy
- Systems thinking and performance frameworks
... He works with founders to grow ahead of sale, build buyer-ready structure, and design tax-efficient exits that fund their next chapter.
He doesn’t sell theory.
He helps founders engineer outcomes that look like luck — but aren’t.
