Exit & Value Program
Designed for Small Business Success
Finally, advanced business exit and value planning is affordable for small business owners.
Completed projects including a credentialed business valuation and exit plan start at just $495.
Next Exit-Value Launch and Scholarship Events
South Dakota, North Dakota, Iowa, Wisconsin, Minnesota:
December 4 & 11 2019
Illinois, Michigan, Indiana, Ohio:
January 8 & 15 2020
What is NxStep?
Who is NxStep for?
NxStep Exit & Value is a very affordable small business transition program only available in
partner communities or counties.
It's comprehensive, insightful and easy to use.
NxStep is a value-added version of our national small business exit program, Value.Plan.Go. NxStep is so
affordable that any size of small business can afford real
exit and value planning. Really!
Each project is individually prepared by a credentialed,
experienced consultant. Our work is completely confidential
and provided directly to owners or through a local advising
1. Local Business Owners, Buyers,
Successors and Advisors (the users).
2. Smaller Communities or Counties
(the program partners)
NxStep was designed to help owners maximize value
and real exit opportunities while minimizing cost, allowing them to achieve the best business exit or sale possible - the transition they want when they want it.
NxStep is only available in communities of 15,000 persons or less and requires a community or county partnership.
Program Summary for Owners or Sellers
An introduction to the
NxStep Exit & Value program for owners
Snapshot of owner exit challenges and attitudes
There is 1 business
at-risk and in need
per 100 population.
• • •
90% of small business owners need a
successful sale to
fund their retirement -
only 10% are likely to
get it without exit and
Survey of 300
owners after they
sold their business:
Only 5% were happy
with their results.
selling their business.
100% would go
back and be better prepared if they
could do it over.
80% of broker or
listings fail to
produce a buyer.
• • •
Only 23% of owners
have a written
transition or exit
plan in place.
• • •
Only 3 in 10 new
starts make it
How current owners
plan to leave:
Up to 38% of owners
hope to sell -
how, when and to who?
30% want a family
member to buy it -
but what if they don't
32% say liquidate, have
no idea or other - lay off
staff and close the doors
Information from Forbes, EPI, US Small Business Administration, PWC, USB, US Census, other sources
Why enroll your business in NxStep Exit & Value?
Many small business owners either can’t afford a traditional exit and value plan
or fail to plan at all, greatly reducing their odds of future success.
When it comes to exit or transition planning, failing to plan is planning to fail.
Planning improves success
You've spent years, probably decades building a successful business. Spend a little time planning how you'll leave.
Information and advanced planning increase exit and value options and opportunities.
Owners need time
It takes time to develop and implement a successful exit and value plan.
NxStep is flexible. Generally, owners need between one to three years to create a successful exit and value plan. Longer if a family succession is considered. In some cases, health or other issues demand an accelerated approach. NxStep includes options for each.
Keep your advisors
Owners continue to use their existing professional advisors.
We don't replace your advisors. Owners use NxStep to make preliminary decisions about their preferred exit strategies, set goals, and prepare their business and themselves. When owners are ready, their existing advisor team can help them improve and implement their plan.
Ready. Set. Go.
Take a look at what every NxStep Exit & Value project includes
Included In Every NxStep Project
• Executive Summary
A quick look at business exit and value project results.
Where things are now and what might be achieved.
• Owner Exit Plan
Ready for the owner to complete with their exit priorities and goals.
Then share with their advisors, key employees, or family to improve
and enact their plan.
• Current Fair Market Value Report
A fully credentialed letter-form opinion of value report including tangible
and intangible (blue sky) values and estimated company-level capital gains.
Owners can't begin to plan until they know where they're really at today.
• Nine Exit Opportunities for Success
Nine or more business exit models with estimated cash-to-the-seller values
for each model using the firms' current fair market value.
• Financial and Performance Analysis
Including how the business compares to the average performance of their
industry peers - other businesses like theirs with similar revenue.
Provided for performance improvement, to maximize near-term and
sale value, and improve future exit opportunities.
• Key Value Drivers
Important factors for ongoing success that potential buyers will look for.
• Proposed Example Pro Forma Budget
Developed using recommendations and historical performance.
Example annual performance goals for the next three years to raise
business value, business profile, and financial opportunities.
• Future Fair Market Value Estimate
A pro forma example of annual business value over the next three years
based on recommendations and the example budget. See how much
additional value may be captured before you leave your business.
• Updated Exit Opportunities
Created using the pro forma value estimates. See how each of the
nine exit models' cash-to-the-seller values change and how value gaps
may be filled.
• Five or More Deal Structures
Combine with selected exit models to find transition success.
Each example structure is demonstrated using the business's unique results.
Includes a "maximum value" and a "quick-out" deal example.
• Numerous Exit and Value Planning Aids
Planning checklists and guides, quick-read examples of exit successes and
failures, and a discussion about how to make the best use of each member of
the advisor team.
• Special Succession Section
For family business transition or succession events. This important section
is a must-read for any owner who wants to pass their business on to a family
member and for the intended successor.
• Sell Book Template
A sell book is a marketing tool for small business transition purposes.
It organizes and provides the information any serious potential buyer will
need - from history to opportunity. It helps businesses make a great first
impression with any buyer.
• We address issues important to owners including attracting or developing
a qualified buyer, finding success even in difficult markets or locations, value
planning vs. tax planning, different strategies for employer and non-employer
businesses, 25 deal-killing mistakes to avoid, and more.
• NxStep participants also have access to our exclusive on-line library of topic
cards and videos. It's an easy way to find additional information on a variety of
business value, exit and performance subjects - what you need, when you need
it, all available on-demand.
• NxStep also provides contact information for local professionals.
Access to on-demand videos and one-page topic papers for participating owner or advisor use is provided with each completed exit and value project.
• Short-Term Value Improvement
• Mid-Term Value Improvement
• When To Sell Your Business
• Selling The Future, Not The Past
• Full Valuation or Calculation of Value
• The Basics of ESOPs
• What Will Lenders Finance
• Levels of Business Value
• Finding Success with Lenders
• Cash Is King
• Maximum Exit Value
• Recognition of a Life's Work
• Land and Building Assets
• Quick Outs
• Guarantee Loan Programs
• Qualifying The Buyer
• Non-Compete Agreements
• Eleventh-Hour Renegotiations
• Before Closing Day
• Closing Day
• After Closing Day
• Save Taxes or Increase Value
• Curb Appeal Power
• Avoid Key-Person Risk Penalties
• Death Of The Owner
• Owner Incapacitation
• Disputes Between Owners
• Divorce Of An Owner
• Lifestyle Businesses
• Franchised or Licensed Businesses
• Operating Agreements
• Buy-Sell Agreements
• Life Insurance On Owners
• Stock or Interest Sales
• Three-Year Checklist
• Emergency Sale
• Business For Sale Websites
And much more.
Program structure and workflow example:
Traditional exit programs cost $15,000 to $40,000 or more
and are usually intended for much larger businesses.
Our flagship exit and value program, Value.Plan.Go. lowers
the cost of a completed project to just $2,995.
The savings created for business owners is enormous
NxStep Savings Go Even Further
Save up to $2,500
Scholarship Program Pricing
A completed exit and value project at a savings of over 83% when owners or advisors receive a NxStep scholarship. Available during multi-state events only, saving $2,500.
Partner Discount Pricing
Businesses located in partner communities or counties receive a 50% discount for their completed NxStep Exit & Value project.
A savings of $1,500.
NxStep is designed for businesses with just $100,000 to $5 million in annual revenue.
There is a limit of 100 total multi-state event scholarships per event awarded on a first come basis.
Basic NxStep program and event steps
Here are the basic program launch steps.
• Communities or counties call and enroll in NxStep.
If your location is not a partner, encourage them to enroll now. There is no cost to partnerships.
• NxStep provides the materials to partners needed to get things going.
Partners begin no-cost program introduction and event marketing.
Partners should enroll ahead of the multi-state event for their location so business
owners and advisors can take advantage of available NxStep scholarships.
Up to 250 owners or advisors may participate in a scheduled multi-state event.
However, there is a limit of 100 total scholarships available per event.
If you miss a multi-state event, don't worry. Business owners and advisors can still enroll at a 50% savings
anytime they're ready to begin planning.
• NxStep creates a dedicated parter web page with local program information, resources and links to local
professional advisor firms or services. Owners can find helpful information and links there.
• A live four-hour webinar workshop event is provided to help owners get started.
A recorded version of the session can be accessed anytime after the event.
• Owners collect and send basic, requested information to begin their project.
• Credentialed NxStep valuation and exit planning professionals prepare each individual exit and value project
and return it to the owner or advisor in around 60 days. All projects are completely confidential.
• Owners review their project including provided exit and value options, deal structures, recommendations,
planning resources and checklists.
• When they're ready, owners begin meeting with their existing advisor team as needed to fine-tune their
preferred exit strategies, revisit tax and and estate planning, and update investment strategies.
Then it's time to implement their plan and move toward the best transition or sale possible.
• Owners can continue to access and use NxStep on-line topic cards, videos, special events and resources
to assist them with their exit and value planning and implementation
Communities or counties can become partners anytime. Businesses can only access or enroll in the NxStep program or apply for available scholarships once a partnership in place.
If you're interested in NxStep and your community isn't a program partner, contact them and ask them to consider joining NxStep.
Schedule Upcoming Events:
Multi-State NxStep Events
December 4 & 11
Iowa, North Dakota, South Dakota, Wisconsin, and Minnesota.
January 8 & 15
Illinois, Michigan, Indiana and Ohio.
All events begin at:
1:00 PM - Eastern
Noon - Central
11:00 AM - Mountain
10:00 AM - Pacific
Scheduled event dates may be changed
without general notice. Enrolled parties will
receive notice of any required change.
8333-NXSTEP or 833-369-7837
Contact NxStep at
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All rights reserved.
Contact Us or Enroll
Credentialing organizations award credentials to the advisor alone and not to any organization or firm that may employ the advisor.
NxStep Advisors are credentialed as:
Certified Valuation Analyst (CVA)
Certified Exit Planning Advisor (CEPA)
Finance Professional (EDFP)
Certified or Master Business Planning Advisor (CBPA or MBPA)