Clarity Partners Coaching NetworkExit & Legacy Pathway
A structured, four-stage program that prepares you, your finances and your business for a transition, and protects what you have built for the people who depend on it.
Your business, ownership, goals and advisory team, plus an eight-question continuity screen that flags anything urgent.
Start intakeWhy now, what success means to you, your ranked priorities, your future role, life after business and your legacy.
Start worksheet44 items across six pillars, scored on evidence of completed work. Includes your Blind-Spot Rate, Wealth Gap snapshot and first 90-day sprint.
Start the IndexFive phases and 24 designed sessions, from Discover & Define through Prepare, Decide, Execute and Transition & Legacy, supported by worksheets and 11 planning calculators.
View the program roadmapAll three assessments, full reports, your first 90-day sprint and a 75-minute review with Jerry Covella. Credited toward Phase One if you continue.
The numbers from the Exit Planning Institute's research make the case for preparing early.
Sources: Exit Planning Institute, "Owner Readiness: What It Is & Why Should You Care?" (Sept 2025) and National State of Owner Readiness research; regret figure is the widely cited EPI/PwC finding.
The Clarity model scores everything the leading exit-planning methods cover, in one place.
| Clarity feature | What it gives you |
|---|---|
| Evidence scale | Every item is rated by work actually completed, from "Not started" to "Reviewed and applied", so your score reflects progress rather than optimism. |
| Blind-Spot Rate | Anything you mark "Unknown" is reported separately. What you do not know is exactly what a buyer will find. |
| Weakest-Leg Rule | A strong business cannot hide an unready owner. Your overall tier is held near your weakest pillar until it improves. |
| Wealth Gap snapshot | Compares the proceeds you need with what the business may be worth today, as a starting point for your financial advisor. |
| Your first 90-day sprint | The report turns your lowest-scoring items into six dated actions with a lead for each, ready for your first coaching session. |
Developed independently by Clarity Partners and comparable in scope to the leading exit-planning methods. Value Acceleration Methodology and CEPA are trademarks of the Exit Planning Institute; BEI Seven Step Exit Planning Process and CExP are trademarks of Business Enterprise Institute; The Value Builder System and Certified Value Builder are trademarks of Built to Sell Inc. Clarity Partners is not affiliated with, certified by or endorsed by these organizations.
Start with Intake & Discovery, or talk it through with Jerry first.
Every report is sent to you and copied to your coach. Clarity Partners provides coaching; valuation, tax, legal, investment and transaction services are provided by qualified professionals on your advisory team.