“The owner's vision, in their own words. e.g. Travel 4 months a year, finish the house in Sedona, and mentor the next generation of shop owners, done before 55.”
What do you want from this business?
🏁
Cash Exit
Sell for maximum value and walk away
🌳
Legacy / Family
Pass it to family or a successor
⛵
Lifestyle
Step back, keep it, take income
🤝
Stewardship
Do right by the team (often ESOP)
What you want out, your return on a life's work
💰 Financial
$8.5M
exit proceeds, ~$6.4M after tax
📅 Timeline
2031
exit by age 55, 5-7 yr horizon
🌳 Legacy
Team stays
crew retained through transition; mentor next-gen owners
Everything else in OptiqOS exists to get you here. Your Annual Plan targets, the levers and movers your team runs, even how everyone gets paid, all of it is calibrated to this number, this timeline, and this life. Change what you want, and the whole plan re-points.
Owner's Plan, Owner
Owner's Plan
🏁 Goal: Cash Exit
Value today
$5.2M
Target
$8.5M
Progress
61%
Plan readiness
2.7/5
Horizon
2031
💰 Financial
$8.5M
~$6.4M after tax
📅 Timeline
2031
by age 55
🌳 Legacy
Team stays
mentor next-gen
🎯 Strategic
Market leader
acquisition-ready
“The owner's vision in their own words, short form for the dashboard.”
Plan readiness, 6 checks
2 at risk, 2 watch, 1 on track
Biggest gaps: runs without you, guaranteed monthly income, addressed by your TLM movers.