You know your community. We know business exit and value.
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 Exit Opportunities for 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 with similar revenue.
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 recommendations and historical performance.
Example annual performance goals for the next three years.
• Future Fair Market Value Estimate
A pro forma example 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 Exit Opportunities
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 Exit and Value 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.
• 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.
• NxStep includes local advisor listings and contact information in each
completed package to promote area providers.
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.
• Short-Term Value Improvement
• Mid-Term Value Improvement
• When To Sell Your Business
• Selling The Future, Not The Past
• Full Valuation or Calculation of Value
• The Basics of ESOPs
• What Will Lenders Finance
• Levels of Business Value
• Finding Success with Lenders
• Cash Is King
• Maximum Exit Value
• Recognition of a Life's Work
• Land and Building Assets
• Quick Outs
• Guarantee Loan Programs
• Qualifying The Buyer
• Non-Compete Agreements
• Eleventh-Hour Renegotiations
• Before Closing Day
• Closing Day
• After Closing Day
• Save Taxes or Increase Value
• Curb Appeal Power
• Avoid Key-Person Risk Penalties
• Death Of The Owner
• Owner Incapacitation
• Disputes Between Owners
• Divorce Of An Owner
• Lifestyle Businesses
• Franchised or Licensed Businesses
• Operating Agreements
• Buy-Sell Agreements
• Life Insurance On Owners
• Stock or Interest Sales
• Three-Year Checklist
• Emergency Sale
• Business For Sale Websites
And much more.
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.
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
for Exit and Value Success
Keys to Maximizing Your Business and Sale Value
Understand What You're Really Selling
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 of Family or Generational Succession or Sale Events
Getting Ready For Your NxStep Program
Review of What We Need and Why
Gathering and Sending Your Information
How to Use Your NxStep Project Results and Owners' Exit Plan
Contact NxStep at
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Contact Us or Enroll
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)