Maximise the value of your business – and prepare for what’s next.
As a business owner, your wealth and wellbeing are deeply connected to your business. It’s your source of income, your most important asset, and often the key to your future freedom.
Yet 84% of business owners don’t know their true business value – or how to maximise it before they exit.
The High Table is where strategy, succession, and legacy meet.
It’s a one-on-one coaching and advisory partnership designed to help you grow the value of your business, prepare for sale or succession, and exit with purpose, confidence, and mana.
Who is it for?
You’re already successful and profitable – now you’re thinking ahead.
The High Table is for business owners who:
- Plan to exit or transition ownership within 3–5 years
- Either want to sell shares internally to a partner or key team member or
- Are preparing for an external sale or succession event
- Want to strengthen leadership and reduce dependency on themselves
- Seek a trusted partner for accountability and strategic guidance
What we do together
Valuation & Value Gap Analysis
We start by determining what your business is worth today – and what it needs to be worth to fund your goals after exit.
We’ll identify your value gap and create a clear roadmap to close it.
Business Improvement Plan
Using our proven framework, we’ll design a tailored plan to bridge that gap.
This includes strategies for profit, cash flow, governance, risk, and leadership succession.
Annual budget & quarterly reporting
We’ll complete your annual budget and quarterly management reports to monitor performance and growth.
Accountability & Board of Advice
We meet regularly to review progress and hold you accountable for execution.
Our approach mirrors a Board of Advice (BoA) structure – giving you strategic direction, expert input, and independent perspective to stay on track.
Succession, Exit & Wealth Alignment
We’ll help you develop internal capability and structure your business to operate without you – maximising sale value, minimising disruption, and protecting your legacy.
business revaluation
Each year, we will revalue your business on the anniversary of our engagement, to track your progress and quantify your gains.
Join us at The High Table!
Why it matters
Preparing a business for sale or succession takes time – often three years or more.
By starting now, you ensure:
- A business that operates independently and efficiently
- A higher sale price or smoother succession
- Financial independence and peace of mind
- A legacy that enhances your mana, not just your balance sheet
This isn’t just business improvement it’s value creation with purpose.
Your seat at The High Table
This is a premium one-on-one experience designed for leaders who are ready to move from success to significance. We’ll help you build value, prepare your exit, and transition with clarity – so you can live fully and leave empty.
Includes:
- Business Valuation & Value Gap Analysis
- Business Improvement Planning
- Annual Budget
- Quarterly Management Reporting
- Monthly Accountability & Coaching
- Soundboard & Succession Support
Duration: 12 month plan – with the ability to roll over
You don’t have to do it alone
Every year, we see purpose-driven business owners leave millions on the table – simply because they didn’t plan their exit early enough.
When you sit at the High Table, you’ll have a partner who helps you:
Protect your wealth and wellbeing
Strengthen your business foundations
Grow value with confidence
Exit with impact and integrity
Everyone holds mana – even at the end of the journey!