"Value isn't what you built. It's what transfers."
Your Master Plan starts with an honest conversation.
Module 6 is the last stop on the Growth & Exit Roundtable. It brings Discover, Protect, Build and Harvest together into one integrated plan — and then asks the only question that matters: what are you doing about it in the next 90 days?
Insight
Module 6 sits in the Manage stage of the NorthStar Value Path™. Not because the work is finished. Because from here on, it has to be run deliberately.
Why we built this
Programs end. Plans have to keep going.
We kept watching the same thing happen. Owners finished the Roundtable energized, full of good notes — and six months later nothing had moved. Not because the ideas were wrong. Because nobody wrote down who was doing what by when.
So Module 6 isn't a recap. It's a conversation that ends with a plan you can hand to your advisors.
- Most owners finish a program with notes, not a plan.
- The gap between insight and action is usually a deadline and a name.
- Talking it through surfaces things a form never will.
- Your advisory team can only help with what you've written down.
What you'll accomplish
Four sections. One integrated plan.
Separate push from pull
Name what's pushing you out of the business and what's pulling you toward what's next.
Test your readiness honestly
Decide which force is stronger right now — and what still needs to be developed.
Learn from The Failed Sale
See what due diligence exposes when Discovery and Protect work never got finished.
Learn from The Family Transfer
Family transitions need a plan, not hope. Decide what yours would require.
Learn from The Engineered Exit
The owners who exit best never waited until they were ready to sell to start preparing.
Assess your advisory team
Five advisors matter before an exit. Find out which seats are empty.
Prepare for the roundtable
Capture your biggest takeaway and the questions your advisors need to answer.
Commit to 90 days
Three action items, a real deadline, and a name attached to each one.
Before you begin
Have these handy.
- Your completed Module 1–5 workbooks or notes
- About 20–30 minutes without interruptions
- A quiet place where you can think out loud
- An honest sense of who's currently advising you
Pro Tip
Speak naturally.
Don't think like you're filling out a form. Think like you're sitting across the table from a trusted advisor, talking through where your business — and your next chapter — really stand. More natural conversations produce clearer, more useful reflections.
At any point in the conversation, tap the built-in Dictate answer button to speak your response — we'll transcribe it and clean up the ums and ahs for you.
Let your ideas flow naturally.
You've done the work. Now make it a plan.
Twenty minutes of honest conversation, and you walk away with a written Master Plan and a 90-day commitment you can actually hold yourself to.
Build My Master Plan