A NorthStar Value Group Program

Build a Business
Worth Buying.
Exit on Your Terms.

The Growth and Exit Roundtable is a structured six-module program for business owners who want to increase the value of their business, reduce their dependence on it, and prepare for a successful exit - whether that is three years away or ten.

Have a Friendly Call with Ray Croff (CEO - CEPA - CVGA)

THE EXPERIENCE

Three Ways You Learn. One Integrated Experience.

Video Lessons

Short, professionally produced video lessons for each module. No talking heads. No slides. Cinematic visuals and a clear, authoritative voiceover that respects your time and your intelligence.

AI-Powered Tools

Each lesson includes a custom AI tool that takes your specific inputs - your financials, your goals, your risks - and generates a personalized output. A valuation estimate. A future vision profile. A risk checklist. A scenario model.

Live Roundtable Sessions

At the end of each module, you bring your completed workbook to a live session with your advisory team. This is where the numbers become a real plan and your specific situation is addressed by qualified advisors.

THE CURRICULUM

What You Get in the Growth and Exit Roundtable

Six Modules. Six Transformations.

Module 01 - The Reality Check

You will learn exactly how buyers calculate the value of your business, what the eight value drivers are, and how to identify the gaps between your current valuation and your potential valuation. You will leave this module knowing your real number.

Module 02 - The Future Vision

You will define what you actually want your post-business life to look like - and calculate the exact exit number your business needs to generate to fund it. This is the module that makes the financial strategy personal.

Module 03 - Risk and Readiness

You will assess the foundation of your business across four dimensions of Intangible Capital, identify the risks that could destroy your value overnight, and build a prioritized action plan for addressing them.

Module 04 - Operational Freedom

You will implement the systems, automations, and recurring revenue strategies that free you from the day-to-day grind - and make your business worth significantly more to a buyer.

Module 05 - The Transition Roadmap

You will explore every available exit option, understand the M&A process in detail, and build a personalized Transition Decision Matrix that points to the right path for your situation.

Module 06 - The Master Plan

You will bring everything together into a single, integrated Master Plan - your roadmap for the next three to five years, reviewed and validated by your advisory team.

What You Walk Away With

By the End of the Program, You Will Have:

Every deliverable is yours to keep. Every tool is built for your specific business. This is not a course you take and forget — it is a plan you execute.

An estimated current value of your business — a working number based on your inputs, not a certified appraisal

A specific, personalized target exit number tied to your life goals

A framework for your estate and legacy strategy — the key questions answered and the right conversations started with your attorney

A prioritized risk mitigation plan

A clear picture of your ideal exit path and ideal buyer

The core components of your Master Plan — the foundation and key sections built, with a clear roadmap for completing the full plan over time

Access to the NorthStar Course Companion — an AI tool trained on the full program for ongoing support

Enrollment

Your Investment

$1,495ONE-TIME ENROLLMENT

Six modules of video lessons
Six module workbooks with guided assignments
Access to all AI-powered tools
Live roundtable sessions with your advisory team
The NorthStar Course Companion App
Lifetime access to the course materials

Have questions? Schedule friendly talk with Ray.

● STRICTLY LIMITED AVAILABILITY

We only take on 10 business owners for each roundtable session to ensure personalized attention.

Join the Waitlist for the Next Roundtable

30-Day Satisfaction Guarantee

We stand behind the quality of this program. If you complete the first module and do not feel the program is right for you, contact us within 30 days for a full refund.

Fit

This Program Is Right for You If:

You own a business generating up to $10 million in annual revenue
You are thinking about selling in the next three to five years - or you want to build a business that could sell at a premium when you are ready
You want to get more time back from your business right now, not just at exit
You have never had a clear, structured plan for building and protecting your business value
You are ready to do the work - not just learn about it

This Program Is Not For You If:

You are looking for a quick fix or a shortcut
You are not willing to complete the workbook assignments and attend the roundtable sessions
You have already sold your business

Common Questions

Frequently Asked Questions

How long does the program take to complete?

The Growth and Exit Roundtable is a structured six-module program. The exact timeline depends on your implementation pace, but it is designed to provide actionable value whether your exit is three years away or ten.

Do I need to have an exit planned to join?

No. This program is for business owners who want to increase the value of their business and reduce their dependence on it, whether you are planning to sell soon or just want more operational freedom.

What kind of business is this designed for?

The program is specifically designed for owners of businesses generating up to $10 million in annual revenue who want to build a business that could sell at a premium when they are ready.

What are the live roundtable sessions?

What if I have questions between sessions?

You will have lifetime access to the NorthStar Course Companion App, an AI tool trained on the full program for ongoing support, as well as access to our AI-powered risk and valuation tools.

Is there a guarantee?

Yes, we offer a 30-Day Satisfaction Guarantee. We stand behind the quality of this program. If you complete the first module and do not feel the program is right for you, contact us within 30 days for a full refund.