M&A Process Overview

This week, we shift from theory into execution, and it starts with understanding how the M&A process really works.

In this session, you’ll get a breakdown of the typical stages of an exit:

• What actually happens

• Who gets involved

• What to prepare for

• Where most founders lose control — and how you won’t

But more importantly, we’ll talk about how to optimize the process so you’re not reacting — you’re leading. This isn’t just about selling a company. It’s about designing an outcome.

This phase is where community becomes a key part of your growth.

We’re not doing this in a vacuum — and you shouldn’t either.

You’ve got two quick but important tasks this week:

1. Introduce Yourself to the OPTION 3 Community
   • Head into the feed and post a quick intro.
   • Not sure what to say? Keep it simple:

     • Who you are

     • What your company does

     • One personal detail

     • And one honest thought on exits (your goals, fears, questions — whatever’s real for you)

2. Share One Question from This Week’s Session
   • Pick one question — even a simple one — and post it. 
     • It’s about building the muscle of engaging with intention.
     • Use the chat, or the “Share what’s on your mind…” box inside the feed.
     • Start the habit now, you’ll thank yourself later when the mastermind work begins.

The founders who get the most out of OPTION 3 aren’t just consuming. They’re participating.

They’re building clarity and community, and both are part of what makes big outcomes possible.