Jason & Tyler Younker
You hate work you used to love.
You can say that here.
You built a successful practice. It was supposed to fund your life — not be the thing that keeps you from living it. You’re not ungrateful. You’re trapped. And we know exactly how to get you out.
A practice you built to fund your life shouldn't be the thing keeping you from living it.
If you’re a CPA or financial advisor 25 years into a successful practice, there’s a good chance this sounds familiar: The phone rings all day. The practice can’t run a week without you. You can’t slow down without the income slowing too. And the work? You used to love it. Now you’re not sure you even like it. But complaining about a successful practice sounds ungrateful, so you keep quiet and keep going.
We know exactly what that feels like.
Tyler's Story
Tyler spent eight years in sales chasing a number nobody in company history had ever hit. The year she finally hit it, she wanted a marching band down the hall, cheerleaders, glitter falling from the sky. She got a congratulations email and a nice lunch. And in January, her ticker flipped back to zero.
Jason's Story
Jason burned out on his IT career in 2017. He started driving Uber just to buy back a little freedom.
We know what it’s like to have everything and hate your life anyway. We also know what it’s like to get out.
The way out we teach is the way we took.
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Eight years of freedom
We traded careers for income-producing assets. We’ve been full-time travelers ever since.
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$3 billion — institutionally
Before that season, Tyler raised $3 billion institutionally. Today she serves as a FINRA arbitrator.
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Certified Exit Planning Advisor
Jason is training as a Certified Exit Planning Advisor (CEPA). We’ve spent years building ownership models.
Here's how it works.
Three steps. Not a program. A path.
1
Say it out loud.
Admit how you really feel about the thing you built. This is the hardest step, and the one you can’t do alone.
2
Picture what replaces it.
Get concrete about the life you want next. Do you want to rebuild or walk away? Either way, you get your life back.
3
Wake up wanting the day.
Every change we help you make points at that one outcome. Not a retirement number. Not a valuation. A day you actually want to show up for.
What winning looks like. What losing looks like.
What Winning Looks Like
- ✓ You stop dreading the phone.
- ✓ Your week fits around your life.
- ✓ Your income stops depending on your calendar.
- ✓ You can answer ‘what’s next’ with something you can’t wait to start.
What Losing Looks Like
- ✗ Keep white-knuckling toward a retirement date that keeps moving.
- ✗ Let the practice keep eating evenings and weekends.
- ✗ Sell in a hurry to whoever shows up with a check.
- ✗ Keep hating it quietly while everyone keeps congratulating you.
The perfect life on paper, and done inside.
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A life that feels as good as it looks.
This is what we do. We help you cross that gap. Not with a framework. Not with a workbook. With a conversation, a plan, and a partner who’s already been where you are.
Ready to want the day again?
One conversation could change everything. No pressure. No pitch. Just honesty from people who have been there.
One list. From the two of us. About the next season.