Step 1 - Check Readiness

• Consider Your Readiness and Post-Exit Vision: According to recent studies, owners who have a clear picture of their next chapter after selling their companies are much more successful in planning and executing successful exits of their companies?
  
• Set Target Valuation - 1 Year: Go ahead and write down your target valuation for one year from today; don't worry about being realistic right now. This is aspirational.
• Set Target Valuation - 3 Years: Go ahead and write down your target valuation for three years from today; don't worry about being realistic right now. This is aspirational.
• Set Target Valuation - 5 Years: Go ahead and write down your target valuation for five years from today; don't worry about being realistic right now. This is aspirational.
• Set Target Exit Valuation: Go ahead and write down your target exit valuation, regardless of time. What is the valuation amount that you feel you will need to comfortably walk away from the business when you're ready?
  
  ProTip: Identify the annual income you will need to support your chosen lifestyle and divide that number a common interest rate you know you will consistently get on your money. For example, if $200,000 is the income you will need and you know how to get 10% ROI each year, then take $200,000 and divide by .10 = $2,000,000.
• Identify Value or Grow: Think about your timeline and needs. Review the following and try to land on which strategies you want to focus on given your target exit timeline.

• Value If Exit < 1 Year: If you really want to sell the business in less than 1 year, you want to discover Value Strategies to help you maximize value in the shortest period of time. One reason for this is that you don't want to invest a lot of effort and money over the next year only to discover that you inadvertently improved on things that will not raise your company's valuation.
• Grow If Exit > 1 Year: If you really want to sell the business in less than 1 year, you want to discover Growth Strategies to help you maximize value in the shortest period of time. One reason for this is that investors and funding sources will need at least one year of stabilized cash flow at the new level before you'll see it raise the company's valuation.

Step 2 - Preview Discovery Call

• Review of Valuation Relationships: We discuss the logarithmic relationship of business size to valuation multiple. In essence, the bigger and more stable companies command higher valuation multiples because of their perceived lower risk and their abundance of free cash flows enabling them to service much larger finance structures. Conversely, the smaller companies lack both the track record and free cash flows, so most of them tend to close at valuation multiples in the 2 - 3x range. We'll talk about options to increase your multiple during the call.
• Review of Valuation Methodologies: We pull back the curtain and show you our "positive deal stacking" method that combines the popular methods of Income Method, Asset Method, and DCF Method.

• Income Method: First we look at your net income (EBITDA) and apply the valuation multiples from your industry group. This creates a starting point for Fair Market Value i.e. Base Value. This is layer two.
• Asset Method: Second we look at your balance sheet for your appraised and liquid assets. A simple summing of this list is the starting point for estimating liquidation values and adding them to the value stack as layer two.
• DCF Method: Third we apply the discounted cash flow method to any cash flow forecasts (includes growth opportunities) and subtract discount rate, growth costs and apply success probabilities. We can evaluate any growth opportunity that you want seriously considered in the value stack. This is layer 3.  
• Review our Great Deal Model: We will demonstrate an example model of a winning deal structure, which satisfies the standards for seller, investors, and our funding partners. The model focuses on Affordability, Profitability, and Sustainability.
• Affordability: We use sensitivity analysis to model different scenarios to determine the deal structure that we know that our funding partners will underwrite with high confidence. We're answering the question, "Can this business afford to pay its own bills, including debt financing or equity dividend distributions?" 
• Profitability: We use IRR and other ROI calculations to determine the likely profitability of the business after debt service and other turnaround expenses that may be needed to stay competitive in the inudstry. 
• Sustainability: We use market, industry, and company forecasts to identify SWOT for the business and evaluate the likelihood that the current business model will be viable in 10+ years. This includes looking at the Total Addressable Market, Total Serviceable Market, Disruptive Technologies, and other Economic Headwinds. We're answering this question, "What does the future of this business look like?"   

Step 3 - Attend Discovery Call

For a preview of the Discover Call, see Step 2. During the call we will be fully transparent with you and get to know you and your goals. There are no hard sells on this call; this is about us seeing if there is chemistry and if you understand and are aligned with our Great Deal Model and want to go to the next step.

• You Get a Listening Ear for Your Goals and Challenges: We start by getting to know you and your business goals for the next 1, 3, and 5+ years.
• You Get Industry Insider Insights: We start from the best industry data to give you an objective value range of what your company would likely sell for today with "apples to apples" comparative market analysis (COMPS). This will give you a range of valuation multiples based on the market.
• You Get a Custom Analysis and a Free Valuation Report: We take your answers about your company and enable you to see any value gaps between where the company is today compared to your target exit goals.
• You Get Expert Consulting: We provide a high level of expertise in strategic consulting in a timely fashion. This call is not a hard sell, rather it's about understanding the market and calculating possibilities.

• We Discuss Value Gaps: We take your answers about your company and enable you to see any value gaps between where the company is today compared to your target exit goals.
• We Offer a Value Path Forward: Even if you decide we're not the best fit for your goals, we'll offer you a path forward to reach your goals. We're not a "take it or leave it" group of detached finance analysts. We're business builders, and we want to help your company go from good to great.
• We schedule a Program Call: We will take a deep dive into Growth and Value paths for your company.
• You select GrowX or ValueX program. This is based on your goals and timelines.

• You Discover Our Proven Value Program (ValueX) for Planning an Exit in the next 3-12 Months: This program focuses on the shortest path to a maximized exit value and best deal structure in the shortest time. You'll learn so much more on the call.
• You Discover Our Proven Growth Program (GrowX) for Planning an Exit in the next 1-5+ Years. This program focuses on long term growth across all business units to multiply both your annual profits and valuation multiple in your industry group. This positions you for a news worthy exit  You'll learn so much more on the call.
• You select which Business Units to improve. RevOps, BizOps, TechOps, FinOps or multiple. We have flexible pricing models for varied budgets and company sizes.

Step 4 - Customize Program

After you meet our team on the Discovery Call and you decide you want to move to the next step, you'll be invited to our Program Call. Here we do a deep dive into our customizable program to align with your goals to either focus on growth or focus over a longer period or selling in a shorter period.

• We identify target business unit: You want to focus on making improvements in the correct places in your business to achieve the highest ROI and most sustainable growth rates.
• Review your custom program(s): You and your team will want to review your program and identify any constraints or concerns that must be addressed before launch.
• Approve and sign off on your custom program(s): After you 100% satisfied with your program design for Earned Value, ROI, Timelines, Deliverables, and SOW, you will execute the SOW and program agreement.

Let's Discover Your Max. Value!