HOW IT WORKS
NxStep Exit & Value is a program created to build partnerships, optimize resources
and make needed business transition services available to any small business or owner.
Exit & Value Projects Starting as low as $595 for Businesses in Partner Communities.
2020 National Exit-Value
Owner Workshop and Advisor Training Events
NxStep Program Launch and Workshop Event
For Owners, Partners, Successors
June 9th - 4 Hours
August 4th - 4 Hours
October 6th - 4 Hours
NxStep Advisor Credentialed Training Program
For Advisors, ED or Chamber Professionals
May 27-28, 3-4 - 12-16 Hours
Call 8333-NxStep to Join or Register
2020 Special Offer - free advisor credentialing-training programs
with package community-county partner enrollments - a $1,995 value each
16- hour program for CBPA Credentialed or ABPA Accredited Business Planning Advisor
Appropriate for development, accounting, financial planning, insurance or business consulting professionals
12- hour course program for EBPP Economic Business Planning Professional
For Economic Development, Chamber Professionals.
NxStep was designed to help communities keep and grow
successful businesses and develop a new generation of local owners.
NxStep addresses business transition, retention and wealth creation in small or rural communities.
The program is built around cooperative partnerships and strategic relationships.
The big idea
1. Smaller Communities-Counties
or Regional-State Group
(the program partners).
2. Local Business Owners, Buyers,
Successors and Advisors
NxStep is intended for communities
of 15,000 persons or less. If your community is larger than 15,000 persons, an affiliated program is available.
Who is NxStep for?
It's a very affordable, professional small business exit and value program only available in partner locations.
Owners can maximize their exit and
value opportunities while preparing
for a future transition. Versions of
the program have previously received
USDA and SBA grant funding.
Projects are confidential and provided directly to owners or through a local advising professional.
What is it?
Why is exit and value planning important?
There is 1 business
at-risk and in need
of exit assistance
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
for 10 years.
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 as a community or county program partner?
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 transition success.
When it comes to exit or transition planning, failing to plan is planning to fail.
Lost employer impacts
A lost employer business means lost regional sales, tax collections, local employment opportunities and more.
Lost jobs impact entire families, rippling through communities affecting other businesses, property vacancies and values, school enrollments and more. Attracting new businesses can be difficult and many don't last.
Owners need time
Keeping successful existing businesses in place is an important economic success strategy. But it takes time.
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 desired. In some cases, health or other issues demand an accelerated approach.
No competition please
NxStep doesn't compete with
local advisor services.
We don't offer investment advice,
insurance or retirement plans.
We don't offer legal or tax consulting.
NxStep provides a customized exit-value project to help owners raise business value and maximize sale or transition opportunities. We also encourage the development of a local buyer when possible.
The savings created for business owners is enormous.
Traditional exit programs cost $15,000 to $40,000 or more and are usually intended for much larger businesses.
NxStep provides a completed exit and business value project for as little as $595.
Bulk and bonus enrollments are also available in addition to individual enrollments.
NxStep emphasizes using
Financial Planner and Lender.
How Does It Work?
Easily. NxStep Is Confidential and Delivered Directly To Owners
Honestly, we have no idea which businesses
in your community need to think about
preparing for a future exit or transition.
But local development, chamber professionals,
city leaders and advisors do.
The issue is how to provide the information and services
needed to get owners started, then get everyone involved
and moving in the same direction to the owners' benefit.
Community and county partners participate by utilizing program,
event and publicity resources to introduce their program to local
business owners and advisors.
We only advocate no-cost partner promotion in your community: news releases, email, electronic brochures, links to program videos presenting NxStep or a friendly phone call. We provide everything partners need to launch and sustain their program, educating and supporting owners and buyers.
In return, local business owners, buyers and advisors can enroll in the NxStep program at significant savings. They'll receive a completed exit and value project customized to their business, access a library of resources to support their projects, and discover their real exit opportunities and value potential.
Thanks to these partnerships, owners save
50% on all exit and value projects everyday, and can
save over 80% during special multi-state events.
An example of the program structure is provided below.
8333-NXSTEP or 833-369-7837
Program steps, scheduled events and more.
Basic program and event steps.
Here are the basic program launch steps.
• Communities or counties call and enroll in NxStep.
• NxStep provides the materials needed to get things going. Partners begin
no-cost program introduction and event marketing.
Make sure to enroll ahead of the multi-state event for your location so business
owners and advisors can take advantage of available NxStep scholarships.
Up to 250 owners or advisors may participate in a scheduled national 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 includes local advisor listing and contact information with each project
• 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.
[ make sure to see everything a project includes ]
• 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.
• Community or county partners continue to access and use articles, videos,
special events and resources to sustain local program awareness and the
importance of business exit and value planning.
When does it happen?
It's happing now.
Communities or counties can become partners anytime. Businesses can only access the program and available scholarships once a partnership is in place.
of 2020 Events:
National NxStep Events
• • •
Next Advisor Training Event
Available on demand via
streaming beginning in August
• • •
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.
Contact NxStep at
All program content, images and processes are protected by copyright
© 2010 - 2020 and or trademark ™.
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)