THE CLEAR PROCESS™

You built this business. Let's make sure it's ready for the day you step away.

So many women spend years building a business and then close the doors when it's time to move on, because everything still runs through them and there's no one ready to take it over. The CLEAR Process is a 12 month program where you and the Solutions for Scale team build the systems, the team structure, and the plan that let you exit on your terms, whether you sell, hand it off, or step back.

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You want to exit your business, and you want it to stay whole when you do.

Maybe you're still in the middle of it right now, answering the questions, making the decisions, and handling whatever comes up that day.

And at the same time, you're already thinking about your exit. That could mean selling, handing the day to day to a leader on your team, bringing in a partner, or even stepping back and owning it from a distance. Whichever one you choose, I'm guessing you want everything you built to stay whole when you go. Your team keeps doing great work, your clients keep coming back, and the money keeps coming in, whether you're there or not.

Something to keep in mind: every one of those exits depends on your business being able to run without you. When the processes, the decisions, and the client relationships are built into the company, you can hand it to a buyer, a leader, or a partner and it keeps going. And if you do decide to sell, you get paid what it's actually worth.

That's what we build together.

Who we built this for

This may be you if:

Maybe you own a business that's already working, and it still runs through you. You may have tried coaching, or even hired a manager or a COO, and you still don't feel like you can step away. Whether you want to sell someday, step back from the day to day, or simply know that what you built is ready to be passed on with real value, the work starts with getting your business to run without you.

This probably isn't the right fit if:

This is a 12 month commitment, and it works best when you want to build it side by side with the Solutions for Scale team and you're willing to bring your team into it if you have one. If you're looking for a template to work through on your own, or you're still testing whether your business idea will work, this may not be the right time, and I'm happy to point you toward something that works better for where you are.

How we work together

We developed the CLEAR Process for business owners, and we build every piece of it inside your business, alongside you and your team if you have one.

We build it inside your business

Your Solutions Dashboard, your Vital Signs, your Playbook Library, and your Horizon Plan are all built around how your business actually runs, and they stay with you after our work together ends.

We do the work together

You and the Solutions for Scale team meet twice a month for all 12 months. Each stage gets 2 months, so there's time to build it, use it inside your business, and adjust it before we move on to the next one. In between calls, you and your team will have assignments to work on, and we're available by email if you need us.

We build a business you can exit

Documented systems, a team that knows their role, and predictable revenue make a business more valuable to a buyer, an investor, or even to you. The goal is that by the end of the 12 months, your team can make decisions and run the business whether you're in the room or not.

Here's what you can expect, 2 months at a time:

MONTHS 1 AND 2

Cast and Locate

We get clear on where you're going and where you are today. This will include your vision for the future, the anchors that make your company unique, the values that drive your growth, and an honest look at what's working, what's broken, what's missing, and what's confusing.

MONTHS 3 AND 4

Evaluate

We write down how the work gets done, so the same problems stop coming back. This will include your Playbook Library of documented processes, your Fire Prevention Protocols, and the messaging and offer structure that brings in the right clients.

MONTHS 5 AND 6

Align

We set up your team structure and how everyone communicates. This will include who does what across 6 departments, a meeting rhythm with the right meetings at the right frequency, and a full map of your customer journey.

MONTHS 7 AND 8

Rhythm

We build the rhythms that protect your time and your energy. This will include your Vital Signs (the weekly numbers each department tracks), your KPIs, your Forward Roadmap, your Ideal Week, and your Horizon Plan, a 3 year plan with quarterly revenue and profit targets.

MONTHS 9 AND 10

Optimized Growth and Money Flow

We grow what's already working and set up your money so it supports that growth. This will include a 90 day Growth Sprint, your Profit Architecture, a Financial Review Rhythm, and financial SOPs for how money comes in, gets allocated, and gets set aside for taxes.

MONTHS 11 AND 12

Evaluate and Adjust

We look at everything we built as you use it day to day, and we adjust anything that isn't working the way it should. This will include a full systems review, a final check on your roadmap, and a plan for how you keep the dashboard going on your own.

WHAT COMES NEXT

Exiting looks different for every CEO, and you get to choose what it looks like for you.

Once your business can run without you, each of these options is open to you.

Step back from the day to day

Your team runs the business, and you stay on as the owner, working on the parts you actually want to work on.

Bring in a leader

You hire or promote someone to run operations, and they have the playbooks, your Vital Signs, and your Horizon Plan to do it well.

Bring in an investor or a partner

Your numbers are documented and your plan is written down, so an investor or a partner can see exactly where the business is going.

Sell it for what it's worth

Whenever you're ready, you have a business a buyer can take over, and you get paid for the years you put into it.

Questions you may have

I'm not planning to exit anytime soon. Is this still for me?

Yes! Everything that makes a business ready for an exit also makes it easier to run, so you can take time off and know it keeps going. Whether you exit in 2 years, in 20, or never, you'll have the option.

How much of my time does this take?

We meet twice a month for all 12 months, and you and your team will spend some time between calls working on the assignments from each call. We're available by email in between if you need us.

What happens after month 12?

Everything we build stays with you. Months 11 and 12 are set aside to review all of it together and plan how you'll keep the dashboard going on your own.

I've worked with coaches before and ended up with a plan I never used. How is this different?

We build every piece inside your business, with you and your team, 2 months at a time, and we test it as you use it before we move on. The dashboard is something your team uses every week. Your program is unique to your business.

Ready to build a business you can exit on your terms?

The first step is a conversation about where your business is today, where you want it to go, and whether the CLEAR Process is the right fit.

You know there's a better way. Let's build it together.

Book a discovery call