•  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.

 

• 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

    years.

 

•  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

    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.

 

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.