You Built the Business. Now Build the Legacy.
We're going to go big here in order to grab some attention.
You’ve spent years building a business with grit, vision, and sacrifice. Now it’s time to turn that success into freedom. At Next Age Wealth, we help entrepreneurs like you transition with confidence—structuring your exit, aligning your wealth with purpose, and designing a legacy that lasts. This isn’t the end. It’s your most important beginning.
Is it time For your Next age of wealth?
At Next Age Wealth, we equip business owners with the tools, coaching, and frameworks needed to transition from day-to-day operations to long-term impact and wealth. Our platform is built on real-world experience and structured strategy—starting with the VALUE Framework, a step-by-step system to maximize your business’s transferable value. You’ll clarify your financials, streamline operations, strengthen your market positioning, and prepare your business for investment or sale.
Whether you're looking to own your property with Lease to Legacy, sharpen your operations with the Mastering Business Playbook, or prepare for a successful exit with the Business Exit Checklist, each tool leads to your ultimate next chapter. The journey culminates in The Next Age, our high-touch experience for owners ready to reinvest their time, capital, and influence into something more meaningful—mentorship, lifestyle design, and generational legacy.
Welcome to Your The Next Age Wealth.
Ready for your life to change?
Stuck Between Success and What’s Next?
Here you are
going to state the challenges and frustrations
I don’t know what my business is really worth—or how to increase that value before I exit
I want to own my commercial space, but I’m stuck in a lease with no clear strategy.
I’ve built a successful business—but I’m unsure how to transition or step away without losing everything.
I know there’s more I want to do, but I’m not sure how to structure my time, wealth, or legacy after I sell.
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You’ve built something valuable—but navigating the next phase comes with complexity, emotion, and tough decisions. You're not alone.
He saved me thousands on my line of credit and helped me expand effortlessly. His expertise unlocked growth opportunities I never imagined. Best decision ever!
— Kumar, Dr.
Working with Jon changed everything!
I know the pressure of running a successful business—and the silent questions that come when you're finally ready to step back. I’ve stood at the edge of a transition, wondering what’s next, how to protect what I built, and how to turn profit into purpose. I’ve felt the weight of legacy, the uncertainty of exit, and the desire to do something more meaningful with the wealth and wisdom I earned. That’s why I created Next Age Wealth—to help entrepreneurs like you navigate the next chapter with clarity, confidence, and a plan.
I’ve Been Where You Are—Successful, but Asking What’s Next.
Then it hit me—I hadn’t built my business just for profit. I built it for freedom, legacy, and purpose. That realization changed everything and became the spark behind Next Age Wealth.
but guess what...
Next Age Wealth
introducing...
Next Age Wealth is your all-in-one platform to transition from business success to purposeful legacy. It’s designed for entrepreneurs who are ready to go beyond profit—into intentional wealth, strategic exits, and a life that aligns with what matters most. Inside, you’ll find the frameworks, tools, and mentorship needed to navigate what’s next—with confidence, clarity, and freedom.
The VALUE Framework is your roadmap to building a business that others want to buy—or invest in. Most business owners wait until it's too late to prepare for exit or succession. This system walks you through a comprehensive evaluation of your business’s current strengths and weaknesses, then helps you improve your financials, operational efficiency, market positioning, and team structure. Whether you're 6 months or 6 years from selling, this framework ensures you're growing the transferable value of your company, not just revenue. It’s your first step toward exiting on your terms, with confidence.
If you’re leasing your space, you’re missing a critical opportunity to build long-term wealth. Lease to Legacy teaches business owners how to transition from renting to owning their commercial property—without overextending capital or halting business growth. You'll learn how to find off-market deals, analyze lease-to-own options, and structure creative financing that works with your existing cash flow. Real estate ownership isn’t just about equity—it's about control, leverage, and increasing the valuation of your business. This training is a game-changer for those ready to turn their lease into a lasting asset.
Here's What You'll Learn
The VALUE Framework
Lease to Legacy
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Exiting your business is not the end—it’s the beginning of something new. The Next Age Experience is our signature mentorship and coaching journey for entrepreneurs who are ready to realign their wealth, time, and purpose. This high-touch program helps you explore what matters most post-exit: legacy design, investment strategy, personal identity, and meaningful contribution. Whether you’re already out or preparing to walk away, this experience gives you a guided path forward—so your next chapter is one of clarity, intention, and fulfillment.
The Next Age Experience
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Most business owners run their companies from memory or instinct. The Mastering Business Playbook gives you structure. It’s a comprehensive set of SOPs (Standard Operating Procedures), workflows, and key performance indicators that organize your operations and increase your business’s buyer-readiness. Paired with the Business Exit Checklist, you’ll know exactly what steps to take to prepare for a smooth transition—whether you're looking to sell, step back, or bring in investors. This toolkit ensures no detail gets missed, no value is left on the table, and no process is dependent on you alone.
The Business Playbook + Exit Toolkit
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LET'S BREAK it DOWN
Start your Legacy Now
Prepare to Exit Now
Start your Next Age now!
Sign Up For The Value Framework
Download Now!
You’ll finally understand the real value of your business—and how to increase it before you exit.
How does this sound?
You’ll gain the financial clarity and tools to confidently plan your next move, whether that’s selling, scaling, or stepping back.
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the results you're going to get:
You’ll transform your lease into long-term wealth by exploring ownership strategies that align with your business goals.
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You’ll organize your operations and eliminate owner-dependence, making your business more attractive to buyers or investors.
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You’ll design a purpose-driven life after business—one that aligns your time, capital, and legacy with what truly matters.
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How It Works
Increase business value with structure, clarity, and buyer-ready positioning.
First This
Turn your lease into wealth through creative, cash-flow-based ownership.
Then this
Exit confidently and reinvest time, capital, and wisdom into legacy.
then this
"I didn’t think I’d find the right buyer. I did. I didn’t think I’d get the value my business deserved. I did. I didn’t think selling my company would be this smooth. It was."
Jeff Secured the Perfect Buyer and Maximized His Exit
NEXT →
"We didn’t think our employees would want to take over. They did. We didn’t think we could retire without sacrificing what we built. We did. We didn’t think this transition would feel so right. It does."
Jim & Sarah Built a Legacy That Lives On
NEXT →
real results
A year from now you will have wished you started today....
So let's geT started!
"The VALUE Framework showed me exactly where my business was strong and where I needed to improve. I went from guessing to negotiating from a place of power."
Jessica used the VALUE Framework to assess and enhance her company’s readiness for sale, adding $400K in transferable value and boosting her negotiating position with investors.
Jessica M. – “I finally knew what my business was worth—and why.”
Yes, It Really Works
"Lease to Legacy helped me turn rent into real wealth. I never realized how much control and equity I was giving away until now."
David went from leasing to owning his commercial property, increasing his business’s valuation while reducing long-term overhead—and setting up future passive income.
David R. – “Buying my building changed everything.”
"The Next Age gave me clarity. I used to think selling was the finish line—but now I see it was just the beginning."
After exiting her company, Elaine found renewed purpose through The Next Age experience, mentoring others and designing a legacy plan aligned with her values and freedom.
Elaine T. – “For the first time, I’m building something that outlives me.”
Payment Plan
Easier to budget over time
Immediate access, pay monthly
Spread out the investment comfortably
Same tools, flexible commitment
Monthly of $287
One Payment
Save money with full payment
All in, no future charges
Best value for serious builders
Commit once, unlock full access
1 payment of $3000
select the plan that works for you:
V.A.L.U.E. Framework
I’ve been there too—carrying the weight of success, pushing through challenges, and wondering if there’s a smarter, faster way to move forward. The truth is, you don’t have to figure it all out alone. What you need isn’t more hustle—it’s a proven roadmap, the right guidance, and someone who’s already walked the path ahead of you. That’s what Next Age Wealth is here to give you: clarity, confidence, and the next step forward.
You're stronger than you think you are. But if you're anything like me, you need help to take your super power to the next level. You just want someone to tell you what works.
You're in the right place.
Schedule a discovery call
When you join the VALUE Framework during the pre-sale or upgrade to the Premiere Package, you’ll receive the Mastering Business Transitions Playbook—a step-by-step guide to increasing your business’s value, optimizing your financials, and preparing for a profitable exit. Inside, you'll uncover cash flow strategies, valuation methods, exit planning tools, and proven tactics to attract the right buyers and negotiate the best deal. This bonus alone can help you unlock hidden equity and avoid costly mistakes most business owners make when it’s time to transition.
Limited-Time VALUE Framework Mastery Bonuses
Free guide
Bonus Course Module
Bonus!
"You didn’t come this far to stall out at the finish line. The time is now—build the value, claim your freedom, and go after what’s next with everything you’ve got."
— Jon P Moffitt
You'll know your business’s true value and how to improve it to attract premium buyers and strategic acquisition opportunities.
You’ll build a clear, structured exit plan aligned with your financial goals, personal timeline, and ideal buyer profile.
Your financials will be optimized and ready for due diligence, increasing buyer confidence and positioning you for a smoother sale.
You’ll eliminate hidden inefficiencies and systemize operations so your business runs without you, increasing valuation and freedom.
You'll implement targeted strategies to increase cash flow, profitability, and EBITDA, all of which directly impact your business’s valuation.
You’ll walk away with buyer-ready documentation and a professional pitch deck that communicates your business’s true value with confidence.
By the end of this course, you will...
ENROLL NOW >
Mark used the VALUE Framework to clean up his financials and streamline operations—making his business more profitable and preparing for a future exit on his terms.
— Mark S. – “This gave me clarity I didn’t know I needed.”
"I thought I was years from selling, but this framework showed me how much value I was leaving on the table."
Rachel went from overwhelmed to confident using the VALUE Framework. With a clear exit roadmap, she’s positioning her company for a high-value transition within 18 months.
— Rachel L. – “I finally feel in control of my exit.”
"I used to avoid thinking about selling. Now I have a plan, and it feels like freedom instead of fear."
I am Jon P Moffitt Podcaster!
Host of The Heartbeat of Money podcast, Jon Moffitt shares real strategies for business transitions, wealth building, and legacy planning.
more about JOn
hey there!
But it wasn't always this way.
I didn’t start as a business strategist—I started as a chef and business owner, working long hours and running everything myself. I built successful ventures, but I eventually realized I was the business. There was no exit plan, no real value without me.
That realization pushed me to learn everything I could about business transitions, valuation, and financial strategy. I applied it to my own businesses, and everything changed. Now, I help other owners do the same—build value, exit with confidence, and create a life of freedom and purpose.
If you’ve built something great, it shouldn’t trap you—it should free you. Let me show you how.
“Food is where passion meets art—every dish tells a story, and every flavor is a form of expression.”
Chef- Jon Paul
Step Into the Room Where Growth Happens
Monthly strategy, real support, and a high-level network to help you scale, exit, and lead your next chapter with purpose
The Next Age Wealth Membership is your front-row seat to strategic growth, ongoing education, and real-time support. Inside, you’ll get access to monthly trainings, expert guest sessions, Q&A calls, and implementation tools—all designed to keep you moving forward in building transferable value, increasing cash flow, and preparing for a successful transition. Whether you're just getting started or deep in the process, this membership keeps you aligned, accountable, and in motion.
For those ready to go deeper, the Inner Circle is a high-touch mentorship experience with Jon Moffitt. This is where strategy becomes transformation. You’ll get direct coaching, personalized feedback, and access to private roundtables with other high-level entrepreneurs navigating business exits, investments, and legacy design. It’s more than a program—it’s a powerful network of business owners who are all stepping into their Next Age with clarity, confidence, and community.
Join the Next Age
Book a Discovery Call
The ultimate checklist to prepare your business for a clean, confident, and profitable exit.
The Business Exit Checklist is your no-fluff guide to making sure nothing falls through the cracks. From financial documentation and valuation drivers to buyer readiness and operational handoff, this tool helps you spot gaps, reduce risk, and boost your business’s appeal.
Whether you're 6 months or 6 years from selling, this checklist keeps you focused on what truly matters—so you can exit on your terms, at your value, and without second-guessing the process.
Download Checklist
No more piecing it together. This program delivers the full toolkit—frameworks, checklists, coaching, and real-world strategy—to help you build value, clean up your financials, systemize your operations, and prepare for a profitable transition. Whether you're planning to sell, scale, or step away, every resource inside is designed to move you from overwhelmed to exit-ready—without wasting time, missing steps, or leaving money on the table.
This Program Includes Everything You Need to Exit with Confidence
Structuring your business to be ready for a profitable exit
Knowing your numbers and increasing your true business value
Turning your lease into long-term ownership and equity
Creating systems that run without you at the center
Designing your next chapter with purpose and clarity
Building wealth that supports your lifestyle and your legacy
If you want this to be the year that you *finally* commit to:
ENROLL NOW
Try Our Program for 15 days. Get your money back if it didn’t serve you.
We stand behind the VALUE Framework and everything inside this program. If you dive in and decide within the first 15 days that it’s not the right fit for you, we’ll give you a full refund—no questions asked. We believe in delivering real results, and if it doesn’t feel aligned, you shouldn’t have to pay for it. That’s our promise, and your peace of mind.
money back
guarantee
100%
This is for you if:
You need to finally make time for...
You're overwhelmed by this
YOu ARE Ready to Scale
YOU'RE NOT WILLING TO DO THE WORK
you're ready To exit
It's probably not for you if...
YOU'RE NOT WILLING TO DO THE WORK
Let's Do This Thing!
SO WHAT ARE YOU WAITING FOR?
Payment Plan
Easier to budget over time
Immediate access, pay monthly
Spread out the investment comfortably
Same tools, flexible commitment
Monthly of $287
One Payment
Save money with full payment
All in, no future charges
Best value for serious builders
Commit once, unlock full access
1 payment of $3000
select the plan that works for you:
V.A.L.U.E. Framework
What exactly is the VALUE Framework?
It’s a step-by-step system to increase your business’s transferable value and prepare for a profitable, confident exit.
Frequently Asked Questions
How long will I have access to the program?
You’ll get lifetime access to all core materials, including future updates and bonus content released during your enrollment tier.
Is this for people ready to sell right now?
Not necessarily—this program works whether you're 6 months or 6 years from exiting. It's about preparing smart and early.
What if I’m not great with numbers or financials?
No problem. The program breaks it down simply, with tools and checklists to help you take action even without a finance background.
How much time should I dedicate weekly?
Most members spend 1–2 hours per week reviewing content and implementing changes. It's designed for busy business owners.
Is there support if I get stuck?
Yes! You’ll have access to Q&A calls, community support, and optional 1:1 coaching upgrades if you want deeper guidance.
What if I decide it’s not right for me?
We offer a 15-day, 100% money-back guarantee. If you’re not satisfied, simply reach out and we’ll refund your investment.
What makes this different from other business coaching programs?
VALUE is built by someone who's done it—this isn’t theory. It’s a proven roadmap grounded in real business transitions, exits, and results.
250
Students who have taken this course
30
Lease to Real Estate Purchases
125
My clients' Value iincrease this year
35M
Teaching Point to improve your Value
book a discovery call
Still on the Fence?
let's do this
We completely understand—every dollar you invest in your business matters. That’s why this program is built to deliver real, measurable value from day one.
