About Planning Value

We are Half-Retire specialists
a division of ExodusComplink

piggy-bank

Half-Retirement is a completely different approach to both exit planning and creating a smoother-running business.

Instead of working to create only better systems, it takes a more holistic approach with the express goal of radically reducing the owner’s work time, and rethinks everything about the business from the ground up. As you can imagine, this requires some investment of time and attention on the owner’s part, but the results are more than worth it.

Thomas-J-Jordan-Headshot-Cropped-2023

Tom Jordan, MSFS, CEPA, CVBA

Founder & CEO ExodusComplink, LLC

I am an Exit Readiness Integrator ✍️ I solve the #1 problem that business owners face: How to slow down, work less, continue to build transferable value and thoughtfully develop the ideal exit strategy in their timeframe and full control.

(210) 772-1086
tom.jordan@exoduscomplink.com

What 🤔
My clients work with me to make the business less dependent on themselves so as to free up their time to enjoy the fruits of their labor. In a way, my role is to clearly assess what the real dependency bottlenecks are by eliminating them so the business will thrive and help the owner reclaim their Freedom and Work-Life balance. In doing so we also increase value, convert working income to equity income and create an Actionable Blueprint on how to enjoy A SLOW MOTION EXIT

How 🤔
My proven system, The Exit Readiness Integration, creates a step-by-step action plan that identifies what needs to be fixed, improved, discarded or rebirthed so that the owner can enjoy more time away from the office while still building his company. And, not be rushed in deciding the best exit or transition strategy.

Result⭐ My clients spend less time putting out fires every day at the office. They control the pace of their exit strategy through the Half Retire strategy while still building a highly decentralized company that is perpetually profitable and has transferable value. They sell at premium EBITDA multiples and are always attractive to qualified buyers.

My trademarked Exit Readiness Integrator focuses on three fundamental desires of every business owner:

1. Continue growing a profitable business thru the Value Builder Platform
2. Slowing down and reducing their involvement in the day to day with the Half Retire Blueprint
3. Thoughtfully and strategically create an exit plan that is understandable and doable

Is this You? 👇

You have successfully grown my business for decades, making many sacrifices along the way. You are not ready to suddenly sell your business outright but would like to have a systematic wind down of your day to day involvement so you can begin planning your next chapter of life. However, you still want/need your income, your benefits and perks for several years longer. You are well aware that you will eventually exit your business or transition it to family members or a key people so you need to know your options, your strategy and actually be show how to implement it.

Do you see yourself above? let’s talk privately. Schedule 20 minutes with me. I am an easy guy to talk with. You can share a little about your story. No pressure. No hard sell. No razzle dazzle.

☎️ https://calendly.com/20minuteswithtom

Many business owners don’t want to fully-retire – they’d be bored.

They’d miss their work relationships and worry how they would maintain their lifestyle if they sold their business. There’s no need to feel that pit in your stomach when you think about how you’ll exit your business.
You don’t have to feel this way!