Exit & Value Program
Designed for Small Business Success
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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
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
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.
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
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 &
80% of for-sale
listings fail to
produce a buyer.
• • •
Only 23% of owners
have a written
• • •
Only 29% of new
ventures make it
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.
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
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.
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.
• 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...
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
• • •
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.
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
• 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
• Equipment Assets
• Branding, Marketing
• Risk Abatement
• Past or Present Litigation
• Geographic, Demographic,
• 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
• 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
All program content, images and
processes are protected by copyright
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All rights reserved.
Contact Us or Enroll
NxStep Exit & Value
Pinnacle Consulting & Media
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)