Merge, Sell or Retire Mastermind
A strategic, confidential space for leaders at a major crossroads.
Strategic Decisions. Honest Conversations. Support You Can Rely On.
You’ve built something significant.
Now you’re asking the big question: What’s next?
Whether you're preparing to merge, looking to sell, or exploring how to step away with intention, this mastermind gives you the space, strategy, and support to do it wisely.
The Merge, Sell or Retire Mastermind is a private, curated circle for experienced business owners ready to make high-stakes decisions with confidence, alongside peers who truly understand the weight of this moment.
No surface level talk. No overwhelm.
Just practical guidance, smart strategy, and confidential support, led by trusted business advisor Sarah Daly.
This Is For You If…
- You’ve been running your business for 3+ years and know you’ve reached a crossroads
- You’re seriously considering a merger, sale, retirement, or restructure
- You want to explore your options with strategic input and peer perspective
- You value honest conversations, clear thinking, and accountability
- You’re ready to make a smart, intentional decision, not a rushed one
What You’ll Get
- Monthly 90-minute group sessions (online via Zoom)
- “Hot seat” problem-solving for your specific challenges
- Quarterly 1:1 strategy check-ins with Sarah Daly
- Private group chat for wins, wobbles, and weekly momentum
- Curated tools and templates to guide decision-making
- Optional add-ons: Team workshops, finance consulting, Genos EI assessments
Structure & Commitment
- Group size: 6–8 members (small, safe, and strategic)
- Duration: 12 months
- Frequency: Monthly group sessions + quarterly 1:1 strategy session
- Delivery: 100% online – private and flexible
- Genos EI assessment & debrief
- Start date: Rolling intake (next group starts in 2026)
- Led by: Sarah Daly – Business Consultant & Strategic Advisor
Why Join Now?
- Clarity: Make high-stakes decisions with the right insight
- Support: Step into confidential, honest conversations
- Accountability: Stay focused on your next move
- Perspective: Learn from peers navigating similar crossroads
- Momentum: Move forward with intention, not guesswork
Apply Now
This is a curated space, not an open group. To ensure alignment, all members apply and meet with Sarah before joining.
- Apply here to express your interest
- We’ll schedule a short call to explore fit
- If aligned, you’ll secure your spot and prepare for one of the smartest moves of your business life
