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Building Your Business Value

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Is M&A an Option? 

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Build Business Value

Create Exit Plan

Harvest Equity

Here we customize a strategy to meet in line with your long term goals.

WHAT IS EXIT

PLANNING?

It is the preparation for the exit of an entrepreneur from his/her company to maximize the enterprise value of the company in a mergers and acquisitions transaction - thus creating options to transition the company to the next generation, sale to employees or management, or other altruistic, non-financial objectives.

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(Source:  Exit Planning Institute).

WHAT IS HARVESTING EQUITY?

It is the implementation of strategy following Exit Planning, where the monetizing of the business occurs. 

 

Essentially, cashing out owners' equity from the business.

THIS IS WHERE

WE COME IN

We Will,

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  • Create growth, succession & exit strategies, implement them with you.

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  • Construct a road map to increase your company value.

  

Then...

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  • Create a path to harvest equity; whether transition to next generation, sell to third party or strategic buyer. 

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  • Quarterback the process to engage partners needed for transaction; banks, attorneys, CPA's, financial advisers etc.

SOME KEY QUESTIONS WE ASK

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  • What does the next chapter in life look like? 

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  • What happens to your business a.k.a. your baby, your identity, your cash-flow? 

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  • How much money will you need? 

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  • ​Do you want to just walk away from your business, have an asset sale and leave your employees (who are like family) without work? 

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  • Who is working with the owner(s) who has been grinding for 10, 20, 30 years and do not have a plan in place to solidify their future in retirement?

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  • What is your tax exposure and how do we offset it?

METHODOLOGY

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  1. Take 5 minutes : Complimentary Assessment

  2. Let's Chat!

  3. Deep Dive Assessment

  4. Create & Use Road Map to set SMART goals

  5. Document impact 

  6. Track the Value increase

  7. Lay out options; pass on to next generation, manager/employee buyout, third party sale: strategic, auction, competitor

  8. We bring you vetted M&A Professionals who will align best to your needs

  9. Engage our trusted advisers to facilitate transaction

  10. Extract Wealth & Monetize your operating company

GOAL: HARVEST EQUITY

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  • Extract $500,000 to $7 Million, because these are the companies & deal sizes that are undeserved

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  • SBA Financing (7a Program) an option​​​​​​

    • ​​​​​With our bank and finance experience, we know how to navigate this for you and tee the deals up with the banks

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  • Our financial partners sweet spot to allocate funds

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This plan is critical.  Normally, you have only one chance to maximize wealth extraction in the transaction!

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Let’s work together to harvest your wealth, preserve jobs and

positively impact the economy!

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