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
How It Works
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Browse our upcoming events to find the one that feels right for you. We host events year-round in all different locations and climates.
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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.
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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.
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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.
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Now all that's left to do is pack your bags and get excited for your new adventure.