2026 EXIT PLANNING SUMMIT SPONSORS

Liberated Leaders

www.liberatedleaders.com

Liberated Leaders: Success Architects for Business Transformation

At Liberated Leaders, we believe the most powerful exit planning happens when business transformation and personal wealth planning work in concert. While wealth advisors expertly guide clients through the personal and financial wealth legs of the stool, we bring the creativity of an artist and the precision of an engineer to the business side of the equation—architecting companies for maximum value, sustainable performance, and successful transition.

Founded as a boutique advisory and Fractional COO firm, Liberated Leaders exists to serve a specific type of leader: the visionaries, dreamers, and innovators who see opportunities others miss, who build new offerings, and who change industries for the better. These liberated leaders share three common strengths—vision, insight, and an ability to lead teams through the spills and thrills it takes to shape the future. But they also face a common challenge: the burden of overwhelm that threatens to spill over onto their teams and compromise the very vision they're working to realize.

The Success Architect Approach

Our methodology combines strategic frameworks with hands-on execution support, bringing both structural rigor and leadership wisdom to every engagement. We help company decision-makers scale business performance, gain competitive advantage, and position their businesses for transition or exit—all while helping them rediscover the joy in value creation.

We focus on three strategic inflection points where business owners need the most support:

Architect Scale - addresses the critical question: "You've got a market—now what?" We help leaders build the operational infrastructure, team capabilities, and strategic systems needed to scale without breaking.

Fuel Competitive Advantage - brings strategic clarity to competitive positioning. We help leaders make smart decisions that create sustainable differentiation and market advantage.

Succession Planning - takes a long-term view of exit readiness. We help owners preserve their options by systematically building enterprise value and reducing owner dependency years before a potential transition.

A Partnership Model for Comprehensive Exit Planning

We recognize that successful exit planning requires expertise across multiple dimensions—business operations, strategic positioning, organizational capability, leadership development, personal wealth planning, and financial strategy. No single advisor can master all these domains, which is why we've designed our services to complement and enhance the work of financial and wealth advisors.

When wealth advisors partner with Liberated Leaders, they can confidently lead both the personal wealth and financial planning legs of the exit planning stool while we handle the business transformation work. This division of labor allows each party to focus on their zone of genius, creating a more comprehensive and effective planning process for the business owner.

Our collaborative approach includes working alongside wealth advisors to ensure alignment between business value creation strategies and personal financial planning objectives. We bring business owners the strategic clarity they need to make informed decisions, help them focus on execution priorities, and marshal the discipline and rhythm to bring it all to life. Meanwhile, wealth advisors can focus on tax efficiency, estate planning, investment strategy, and the personal financial architecture that protects and grows wealth beyond the business.

How We Serve

We deliver business transformation through two primary execution models:

As Advisors, we provide strategic counsel and frameworks to help business owners navigate critical inflection points. We bring an outside perspective combined with proven methodologies for scaling operations, building competitive advantage, and preparing for succession. Our advisory relationships range from focused engagements around specific strategic challenges to ongoing partnerships that span multiple years and business cycles.

As Fractional COOs, we embed directly into organizations to drive strategy, execution and build operational excellence. In this capacity, we become part of the leadership team, rolling up our sleeves to implement systems, develop talent, establish management cadences, and create the operational infrastructure that allows businesses to scale and eventually transition successfully. This hands-on approach ensures that strategy doesn't just stay on the whiteboard—it becomes embedded in how the organization operates daily.

Whether serving as advisors or fractional executives, we bring the same commitment: helping leaders gain strategic clarity, focus on execution priorities, and build the discipline and rhythm needed to transform vision into reality.

The Liberated Leaders Difference

What sets us apart is our ability to blend visionary thinking with operational excellence—to be both artist and engineer. We understand that business transformation isn't just about spreadsheets and org charts, it's about activating human potential, aligning teams around compelling visions, and creating organizations that can thrive with or without their founders.

We bring deep empathy for the entrepreneurial journey alongside proven frameworks for business building. We know that exit planning isn't just a technical exercise—it's an emotional, strategic, and operational transformation that requires both heart and rigor.

For advisors seeking to provide truly comprehensive exit planning services, Liberated Leaders offers the business transformation expertise that complements and completes your wealth planning capabilities. Together, we can help business owners ease the burden, embrace what's possible, and create successful transitions that honor both their life's work and their future aspirations.

Connect with Us

Learn more about our approach and explore partnership opportunities at www.liberatedleaders.com

Contact: Tina Dao | tina@liberatedleaders.com | 1.408.608.5538s