What's Included
You know your community.
We know business exit and value.
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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.
• 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.
Ready. Set. Go.
Live Workshop and Launch Event
Example Agenda
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Live Workshop Topics
Provided on the scheduled event date to participating owners or businesses. Available for streaming approximately 14 days following the live event .
1
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
2
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
3
Sale vs. Succession Events
Special Session on Family or Generational Succession or Sale Events
4
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
8333-NXSTEP
or
833-369-7837
All program content, images and
processes are protected by copyright
© 2010 - 2019 and or trademark ™.
All rights reserved.
Links
Contact Us or Enroll
Value.Plan.Go.
Value.Plan.Pro.
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)