What's Included

You know your community.

We know business exit and value.


[ don't use simplified view ]

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 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 gap

    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 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.

Ready. Set. Go.

Live Workshop and Launch Event

Example Agenda


Live Workshop Topics

Provided on the scheduled event date to participating owners or businesses. Available for streaming approximately 14 days following the live event .


An Introduction to

Exit & Value Planning

Introduction to Small Business

Exit and Value Planning


Your Business and Your Community


From Start to Success - The Phases of a Business Exit and Value Program


Challenges for Smaller or Rural Businesses


Increasing Opportunities

for Exit and Value Success

Keys to Maximizing Your Business

and Sale Value


Understand What You're Selling

and What Your Not Selling


What Owners and Sellers Want


What Buyers Need To Make An Offer


Common Mistakes That Cost Business Sellers


The Role of Your Advising Team


Sale vs. Succession Events

Special Session on Family or Generational Succession or Sale Events


Preparing For Your

NxStep Project

Review of What We Need and Why


Gathering and Sending Your Information


How to Use Your NxStep Project Results

and Owners' Exit Plan

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.


Newsletter articles and promotional resources are provided to partners for ongoing use.



Topic Examples


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






All program content, images and

processes are protected by copyright

© 2010 - 2020 and or trademark ™.

All rights reserved.



Contact Us or Enroll




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)