Exit & Value Program

Designed for Small Business Success

[ don't use simplified view ]


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 $595.


2020 National Exit & Value Events:

June 9, August 4, October 6

Enroll Now!

What is NxStep?

NxStep Exit & Value is a very

affordable small business exit and

value 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.


Completed projects are individually prepared by a

credentialed, experienced consultant. Each project is completely confidential and provided directly to owners or through a local advising professional.

   Who is NxStep for?

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 owners to achieve the best business exit or sale possible - the transition they want when they want it.


It is only available in communities of 15,000 persons or less and requires a community or county partnership.

Program Summary

An introduction to the

NxStep Exit & Value program for owners.


Snapshot of owner

challenges and attitudes

There is 1 business

at-risk and in need

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 &

value assistance.

80% of for-sale

listings fail to

produce a buyer.


• • •


Only 23% of owners

have a written

transition plan

in place.


• • •


Only 29% of new

small business

ventures make it

10 years.

Survey of 300

small business

owners after they

sold their business:


Only 5% were happy

with their results.

75% regretted

selling their business.

100% would go

back and be better prepared if they

could do it over.




How current owners

plan to leave:


Up to 38% of owners

hope to sell.

30% want a family

member to buy it.

32% say liquidate,

have no idea or other.


• • •


65% of owners are

baby boomers.


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.

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.

Planning improves success.

It takes time to develop and implement a successful exit and value plan.


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.

Owners need time.

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 and raise their business's value.


When they're ready, their existing advisor team can help them improve and implement their plan.

Keep your advisors.


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 the business exit and value

    project results. Where things are now and what

    may 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 Opportunities for Exit Success

    Nine or more business exit models with

    estimated cash-to-the-seller values for each

    model using the 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.


•  Recommendations

    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 Budget

    Developed using provided recommendations

    and historical performance providing. Example

    annual performance goals for the next three



•  Future Fair Market Value Report

    A pro forma estimate 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 Opportunities for Exit Success

    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 Value and Exit 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 Family 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



•  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.


And More...


•  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.

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. dramatically lowers the cost of a completed

project to just $2,995.

The savings created for

business owners is enormous.

NxStep Goes Even Further...

Scholarship Pricing


A completed exit and value project at a

savings of over 80% when owners or advisors

receive a NxStep scholarship. Available during

national workshop events only, saving $2,400.


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's how the program works:


•  NxStep's program is designed to launch with a

    multi-state workshop event provided on-line

    for included states and enrolled businesses.

    Businesses can also enroll anytime after this

    event on an ongoing basis.


A total of 250 owners may participate in a scheduled national workshop and launch event. However, there are only a total of 100 NxStep scholarships available per event.


If you miss an event, don't worry. Business owners and advisors can also enroll in their NxStep program anytime they're ready to begin planning at a 50% partner discount or just $1,495. If your community or county is not a NxStep partner, contact them and encourage them to join. Owners can also enroll in our national business exit and value program, Value.Plan.Go. for just $2,995. Value.Plan.Go. has no location or size restrictions.


•  A live four-hour webinar workshop event is

    provided to help owners get started.

    Afterward, a recorded version of the event can

    be accessed anytime the owner is ready.


•  Owners collect and send basic, requested

    information to begin their project.


•  NxStep prepares a customized, confidential

    exit and value project and returns it to the

    owner or advisor.


•  Owners review their project and make

    preliminary decisions regarding their exit.

    When they're ready, they begin meeting with

    their existing advisors as needed  to fine-tune

    their preferred exit strategies and address other

    tax, retirement or estate issues. Then it's time

    to implement the plan and move toward the

    best transition or sale possible.


•  Owners may continue to access free NxStep

    resources after their initial project as long as

    their community or county is a program partner.


•  There are no additional NxStep program services

    or products required. A completed project report

    will provide what each owner needs to move



NxStep does offer optional Pro Sessions. These are one-hour scheduled sessions between a NxStep professional consultant and the owner or other interested party. Ask questions and discuss recommendations. Review various exit or sale models, business value, past or future performance issues, possible deal structures and other transition issues. Pro Sessions are available at $300 per hour.


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 of Upcoming Events:


2020 National Exit & Value Events:

June 9, August 4, October 6

Enroll Now!


• • •



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.

Enroll your business now.

Program event schedule.

Example Online

Library Topics

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.









Example Topics


General Topics


•  Short-Term Value Improvement

•  Mid-Term Value Improvement

•  Marketing Your Business

•  Using a Business Broker

•  Using M & A Advisors

•  Online For Sale Listings

•  When To Sell Your Business

•  What’s The Right Reason To Sell

•  Selling The Future, Not The Past

•  Full Valuation or Calculation of Value

•  The Basics of ESOPs

•  What Will Lenders Finance

•  Levels of Business Value


Buyer and Seller Goals


•  Types of Financial Returns

•  The Value of the Truth

•  Finding Success with Lenders

•  My Opportunity vs. Your Past

•  Cash Is King

•  Maximum Exit Value

•  No Strings Attached

•  Recognition of a Life's Work


Deal Terms and Results


•  Understanding Basis

•  How Sales Are Taxed

•  Seller Financing

•  Consulting Agreements

•  Land and Building Assets

•  Quick Outs

•  Traditional Bank Financing

•  Guarantee Loan Programs


Closing The Deal


•  Qualifying The Buyer

•  Allocation Of Purchase Price

•  Non-Compete Agreements

•  Eleventh-Hour Renegotiations

•  Before Closing Day

•  Closing Day

•  After Closing Day


Getting The Business Ready


•  Business Valuation Approaches

•  Save Taxes or Increase Value

•  Curb Appeal Power

•  Financial Organization

•  Creating A Sale Book

•  Advisors and Professionals

•  Suppliers

•  Customers

•  Equipment Assets

•  Branding, Marketing

•  Risk Abatement

•  Past or Present Litigation

•  Geographic, Demographic,

    Economic Trends

•  Management Quality and Depth

•  Financial Forecasts

•  Location Issues

•  Avoid Key-Person Risk Penalties

•  Environmental or Regulatory Issues

•  Golden Handcuffs

•  The Bell Curve

•  What’s Your Technology Score

•  Making Tough Employee Decisions

•  Making Tough Inventory Decisions

•  Making Tough Market Decisions

•  Making Tough Borrowing Decisions

•  Making Tough Successor Decisions

•  Making Sale-Liquidation Decisions

•  Affiliates and Subsidiaries

•  Holding Companies

•  Death Of The Owner

•  Owner Incapacitation

•  Disputes Between Owners

•  Divorce Of An Owner

•  Lifestyle Businesses

•  Franchised or Licensed Businesses

•  Work In Progress

•  Operating Agreements

•  Buy-Sell Agreements

•  Owner’s Surviving Spouse or Estate

•  Life Insurance On Owners

•  Depreciation and Market Value

•  Blue Sky, Goodwill, Intangible Value

•  Tangible Asset Values

•  Buyer or Business Collateral


Options For Selling A Business


•  Strategic Buyers

•  Financial Buyers

•  Absentee Owners

•  Key Employee Groups

•  Non-Identified Buyers

•  Existing Partners

•  Developing a Partner

•  Developing a Buyer

•  Identified Buyers

•  Business Brokers

•  Realtors

•  Family Members

•  ESOP Sales

•  Roll-Up Sales

•  Partial Sales

•  Liquidation Sales

•  Asset Sales

•  Stock or Interest Sales

•  Intellectual Property

•  Three-Year Checklist

•  Emergency Sale

•  Business For Sale Websites

•  Restrictions on Buyer Type


Available titles are added as available. The content of the library will vary over time.

Contact NxStep at






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NxStep Exit & Value

NxStep Match

Pinnacle Consulting & Media

Speaking Engagements

Training Engagements


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)

Economic Development

Finance Professional (EDFP)

and or

Certified or Master Business Planning Advisor (CBPA or MBPA)