Training Portal

Welcome to your
Exit Series training

Two focused modules for enterprise-level advisors building acquisition engines and preparing for liquidity events that reward decades of work.

6
Stage 6
Scale: Building the Acquisition Engine
M&A deal sourcing, acquisition financing, client integration playbooks, and multi-office infrastructure.
7
Stage 7
Exit: Preparing for Exit
Enterprise brand independence, successor CEO, IP creation, EBITDA optimization, and due diligence preparation.

Your Modules

Exit Series lessons

Stage 6 training
Stage 6

Building the Acquisition Engine

How to source, evaluate, finance, and integrate acquisitions — scaling from organic growth to a true M&A platform.

✓ M&A deal sourcing & criteria ✓ Acquisition financing & banking relationships ✓ 90-day client integration playbook ✓ Cultural integration for acquired teams ✓ Enterprise compliance & multi-office tech
Start Module →
Stage 7 training
Stage 7

Preparing for Exit

Maximizing enterprise value, removing founder dependencies, and positioning for a liquidity event.

✓ Enterprise brand independence ✓ Successor CEO & leadership transition ✓ IP creation & proprietary methodology ✓ EBITDA optimization & valuation multiples ✓ Investment bank selection & due diligence prep
Start Module →

Free Download

Exit Series
Playbook

Download the Exit Series framework — M&A playbooks, valuation checklists, and due diligence preparation guides for Stages 6–7.

Download PDF →
Exit Series Playbook
Jeremy Straub
“

At this level, you're not building a practice anymore — you're building an institution. The question isn't whether you can grow. It's whether what you've built can outlive you.

Jeremy Straub · Managing Partner, Coastal Wealth

Your Journey

Training progression

Review Previous

Launch

Stages 0–1 · Get licensed, build your first book.

$0–$250K revenue
Review Previous

Build

Stages 2–3 · Document systems, hire, delegate.

$250K–$1.5M revenue
Review Previous

Scale

Stages 4–5 · Multi-advisor firm, leadership team.

$1.5M–$7M revenue
Current
Now Training

Exit

Stages 6–7 · Acquisition engine, enterprise value, exit.

$7M–$15M+ revenue

Need Guidance?

Book a strategy call

At this level, the stakes are high and the decisions are complex. Talk with the Coastal Wealth team about M&A strategy, enterprise valuation, and exit planning.

Schedule Your Call →