For owners who value discretion, control, and long-term outcomes.

You don’t need to decide today. This page is designed to help you understand your options confidentially and without pressure.

Two Proven Paths to a Successful Sale

You Are Not Committing to Anything.

Many owners begin this process with more questions than answers. That is entirely appropriate.

Reviewing this framework does not obligate you to pursue a sale, select a path, or move forward in any way. It simply outlines the two established approaches we see owners and their advisors evaluate when considering next steps.

Our role at this stage is to provide clarity, preserve optionality, and allow you to move at your own pace.

Two Proven Paths — Each With Different Advantages

Owners typically select the approach that best aligns with their priorities around privacy, timing, and market exposure.

PATH A

Confidential / Private Sale

A privacy-first approach designed for owners who prioritize discretion, controlled access, and careful timing.

  • Restricted buyer access

  • Discreet market testing

  • Seller-controlled information flow

  • Ideal for protecting employees, brand, and operations

PATH B

Strategic Public Exposure

A structured, deliberate approach that expands the qualified buyer universe while maintaining narrative discipline and brand respect.

  • Broader intentional visibility

  • Expanded buyer pools

  • Momentum through controlled exposure

  • Proven effective when executed properly

Day One

Arrive & Meet

As everyone arrives, we take time to settle in, get comfortable, and begin connecting with those around us. The journey starts here.


Check-In

9:00 – 9:30am


Group Activity

11:00am


Lunch Break

12:30pm


Creative Workshop

2:00pm


Dinner

6:30pm


Day Two

Set Intentions & Reflect

Together, we pause to consider our goals, hopes, and direction. This is about aligning with ourselves and with the journey ahead. This is a chance to reconnect with what brought you here—your questions, your hopes, your turning points—and consider how they’ve shifted or deepened.


Check-In

9:00 – 9:30am


Group Activity

11:00am


Lunch Break

12:30pm


Creative Workshop

2:00pm


Dinner

6:30pm


Day Three

Look Forward & Wrap Up

We explore the possibilities beyond this moment, making space for growth, action, and forward momentum. As we end our time together, we honor the experience, the growth, and the connections made along the way.


Check-In

9:00 – 9:30am


Group Activity

11:00am


Lunch Break

12:30pm


Creative Workshop

2:00pm


Dinner

6:30pm


  • "What I love most is the flexibility. I can go at my own pace, revisit lessons, and keep learning whenever it works for me."

    Former Customer

  • "Even as a total beginner, I never felt lost. The step-by-step structure and encouragement along the way made all the difference."

    Former Customer

  • "This has been such a worthwhile investment in myself."

    Former Customer

How It Works
  • Browse our upcoming events to find the one that feels right for you. We host events year-round in all different locations and climates.

  • Sign up and pay all required fees to reserve your spot. If plans change, you can cancel up to 14 days before the retreat start to receive a 50% refund.

  • After booking, we'll send you a Welcome Packet with everything you need to know—detailed schedules, packing list recommendations, add-ons to consider, and more.

  • We'd recommend booking your transportation to and from the event as soon as possible, to ensure you can arrive without any complications or delays.

  • Now all that's left to do is pack your bags and get excited for your new adventure.

Book Your Stay