Meet the Team Behind Exit to Excellence
We are a collective of experienced advisors, strategists, and mentors dedicated to
guiding business owners through the 8 Exits of a Founder. Our team is passionate about helping leaders discover what’s N.E.X.T after their business, providing both the emotional and strategic tools to navigate the transition with ease.
At Exit to Excellence, we believe every transition is not just an ending but a beginning—a chance to redefine your purpose and embrace a new chapter. Our founder, Jerome Myers, transformed his own exit experience, after leading a team of 175, into a mission to eliminate the Founder's Exit Paradox—the hidden struggles of selling a company that few discuss. Using his expertise, Jerome developed frameworks that guide our team in helping founders achieve meaningful transitions.
His thought leadership, books, workshops, and the top-rated podcast “Your NEXT” have established him as a trusted voice. Exit to Excellence offers the “8 Exits of a Founder” framework, highlighting dimensions like financial independence and personal reinvention, alongside tools like the NEO assessment & N.E.X.T. Intensive. These tools provide founders with a clear roadmap for financial success and personal growth, supported long-term by the NEO Navigator program.
The Origin of Your NEXT Podcast
Your NEXT podcast was born from a passion to educate, inspire, and guide leaders through life’s transitions, helping them find fulfillment in their next chapter. It all began in 2016 with Tribe Calls, biweekly teleconferences where professionals shared the stories behind their achievements. These conversations evolved into Dreamcatchers, a top-rated podcast celebrating transformational journeys.
Today, Your NEXT continues this legacy by addressing the unique challenges of navigating major transitions.
Our mission is to guide business owners on the path to Exit to Excellence—ensuring that the journey goes beyond financial success to embrace purpose, fulfillment, and lasting impact. At Exit to Excellence, we don’t just help you leave your business; we walk with you into your next chapter, shaping a legacy that truly reflects your values and aspirations. Exiting isn’t the end—it’s a portal to a life of meaning and significance.
Founder of Carson Group
Ron Carson
Founder of Carson Group
A $21 billion wealth management firm, sharing strategies for scaling purpose-driven businesses.
Former EVP of Merck
Ric Edelman
Founder of Edelman Financial Engines
Discussing his journey to building a $270 billion AUM financial planning powerhouse.
Founders Bankers Healthcare Group
Bobby and Sophia Castro
Entrepreneurs who scaled and exited their billion-dollar business, offering lessons on vision and purpose.
Willie Deese
Former EVP of Merck
Founder of Edelman Financial Engines
Reflecting on his philanthropic contributions, including $10M+ to North Carolina A&T.
Founder MG Ventures
Myron Golden
Wealth-building expert
Sharing his journey from trash man to inspiring financial freedom through biblical principles.
Founder ABB Optical
Angel Alvarez
Founder
Founder of a $500M company, sharing resilience and reinvention lessons.
A $21 billion wealth management firm, sharing strategies for scaling purpose-driven businesses.
Reflecting on his philanthropic contributions, including $10M+ to North Carolina A&T.
Entrepreneurs who scaled and exited their billion-dollar business, offering lessons on vision and purpose.
Discussing his journey to building a $270 billion AUM financial planning powerhouse.
Sharing his journey from trash man to inspiring financial freedom through biblical principles.
Founder of a $500M company, sharing resilience and reinvention lessons.
CEO of Limitless Advisor
Founder FinanciallySimple.com
Co-Founder Sharenote
Co-Founder Divvy
Founder Strategic Wealth Partners
Founder Incredible One Enterprises
Chief Wealth Architect at Wealth Factory
Sold her consulting firm to Genworth Financial before authoring best selling books
and starting limitless advisor
Seven successful exits, 2 best selling books and months off from the business every year
Bootstrapped, scaled and exited enterprise-level software solutions in behavioral health care multiple times
Under his leadership, Divvy experienced rapid growth and was acquired by Bill.com for approximately $2.5 billion
Sold her firm to focus on C&J Innovations, a female-led fintech company
She has helped her clients generate more than 500 million in sales
Author of multiple Wall Street Journal bestselling books on prosperity and finance, including "Killing Sacred Cows"
Our Approach
The transition from running a business to exiting it is complex. The Founder’s Exit Paradox refers to the conflicting emotions business owners experience: balancing the relief of stepping back with the fear of losing their identity. Our holistic advisory services address these challenges, helping founders find purpose and fulfillment post-exit.
The transition from running a business to exiting it is complex. The Founder’s Exit Paradox refers to the conflicting emotions business owners experience: balancing the relief of stepping back with the fear of losing their identity. Our holistic advisory services address these challenges, helping founders find purpose and fulfillment post-exit.
Exiting a business often triggers what we call the 6 Centers of Doubt—deep-rooted challenges that arise around self-image, relationships, work, health, prosperity, and significance.
The Red Pill, our model for a Centered Life, confronts these doubts head-on, guiding business owners through their transition with purpose and resilience. We take a holistic approach to each area, helping founders transform uncertainty into new possibilities:
Exiting a business often triggers what we call the 6 Centers of Doubt—deep-rooted challenges that arise around self-image, relationships, work, health, prosperity, and significance.
The Red Pill, our model for a Centered Life, confronts these doubts head-on, guiding business owners through their transition with purpose and resilience. We take a holistic approach to each area, helping founders transform uncertainty into new possibilities:
Self-Image: Rediscovering who you are beyond the business and embracing a new identity.
Relationships: Navigating evolving personal and professional connections with intention and balance.
Work: Redefining your role and exploring new directions that ignite passion and purpose.
Health: Prioritizing physical and mental well-being to thrive through the transition.
Prosperity: Recalibrating financial goals to align with a fulfilling post-exit lifestyle.
Significance: Shifting the focus to lasting impact and legacy that reaches far beyond business achievements.
Self-Image: Rediscovering who you are beyond the business and embracing a new identity.
Relationships: Navigating evolving personal and professional connections with intention and balance.
Work: Redefining your role and exploring new directions that ignite passion and purpose.
Health: Prioritizing physical and mental well-being to thrive through the transition.
Prosperity: Recalibrating financial goals to align with a fulfilling post-exit lifestyle.
Significance: Shifting the focus to lasting impact and legacy that reaches far beyond business achievements.
Our Mission
Our mission is to guide business owners on the path to Exit to Excellence—ensuring that the journey goes beyond financial success to embrace purpose, fulfillment, and lasting impact. At Exit to Excellence, we don’t just help you leave your business; we walk with you into your next chapter, shaping a legacy that truly reflects your values and aspirations. Exiting isn’t the end—it’s a portal to a life of meaning and significance.
Our mission is to guide business owners on the path to Exit to Excellence—ensuring that the journey goes beyond financial success to embrace purpose, fulfillment, and lasting impact. At Exit to Excellence, we don’t just help you leave your business; we walk with you into your next chapter, shaping a legacy that truly reflects your values and aspirations. Exiting isn’t the end—it’s a portal to a life of meaning and significance.
Discover common pitfalls founders face during exit and strategies to avoid them. Understand the Founder's Exit Paradox and apply these insights for a smoother transition, leading to a fulfilling, purpose-driven post-exit legacy.
Discover common pitfalls founders face during exit and strategies to avoid them. Understand the Founder's Exit Paradox and apply these insights for a smoother transition, leading to a fulfilling, purpose-driven post-exit legacy.