Inspired by Baton’s owner success stories, here’s how Robyn Marcotte successfully sold AHA! Leadership with Baton's expert guidance and hands-on support, allowing her to find the right buyer and walk away on her own terms.

About the Business

• Industry: Professional Services – Leadership Training & Consulting

• Size: Owner-operated small business

• Time to close: 2.5 months

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The Challenge: Uncertainty, Sellability, and Going It Alone

With her kids now living in different cities, Robyn wanted the flexibility to visit them and step back from the day-to-day demands of ownership. But it took a pivotal moment to push her toward action: a close friend and colleague, facing a cancer diagnosis, told her plainly: go enjoy your life.

She was ready to sell and proud of what she'd built, but unsure whether the business was sellable and if the market would see its value. 

"You're in a black tunnel and anything can happen any day. [The process is] a tunnel of the unknown, which is very uncomfortable for an entrepreneur because you control most of the things that you can control. It's nothing that I've ever experienced in my whole life."

Realizing that she couldn't go through the process alone, Robyn began looking for real support.

The Solution: From “Hello” to Close with Baton

Selling a business is emotionally draining and often chaotic. For Robyn, Baton's end-to-end support meant she was never left in the dark. From valuation to closing, every step had structure, guidance, and a team in her corner.

Throughout the journey, Baton handled the heavy lifting at every step:

1. Valuation: Before going to market, Baton provided a clear, defensible valuation grounded in real market data and comparable transactions, giving her the confidence to enter the process knowing the number was fair, credible, and attractive to buyers.

2. Buyer Outreach: Rather than leaving Robyn to sift through inquiries on her own, Baton handled outreach and filtered for qualified, high-intent buyers who were genuinely positioned to carry on the business she had built.

3. Offer Selection and Negotiation Support: When offers came in, Baton helped Robyn evaluate the tradeoffs and identify the right fit. A vetted network of serious, qualified buyers shortened time-to-offer and built momentum without chaos.

4. Diligence and Closing Support When it Mattered Most: Everything lived in one place: Baton's portal kept documents organized, checklists gave both Robyn and her buyer a clear roadmap, and weekly check-ins kept the deal moving forward. When the process got grueling, especially during the SBA loan process, that structure was the difference between clarity and chaos.

“The other thing that I loved is the weekly meetings and the checklist…we would work through it together. Having Serena there to help guide us and ask questions from both of our sides, like, “Wait, is this first or is this first?” was really helpful. That constant checking in and project management was very helpful.”

The Results

After a long, demanding process, Robyn reached the finish line, and the relief, when it came, was real.

"I don't have to worry about tariffs and AI and all the things I used to worry about. The weight of the world has been lifted off my shoulders."

Through Baton's organization, consistent check-ins, and hands-on guidance, Aha! Leadership:

• Sold after 2.5 months on market

• Reached asking price 

What’s next for Robyn?

With four weeks left in her transition and the hard work behind her, Robyn is easing into a new rhythm. The flexibility she always built into her life is still there, only now, it comes without the weight of ownership.

Advice and Lessons for Future Sellers

1. Organized financials are key. "You have to be incredibly organized with your financials. They have to be to a T: very solid, very auditable. If you can't pull numbers seven different ways, don't start the process."

2. Your buyer will be your business partner. "When you choose your buyer, choose somebody you're going to partner with, not somebody you're going to negotiate and be adversaries with. You have to work closely together."

3. The right deal isn't just about price. "If the person buying is going to pay you more money but you're not crazy about them, I would make a different choice. These are people you are going into business with for a long period of time."