What's Included

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.


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.


•  NxStep includes local advisor listings and contact information in each

    completed package to promote area providers.





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.











Example Topics


•  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.





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 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


Call 8333-NXSTEP

      -or -



All program content, images and processes are protected by copyright

© 2010 - 2020 and or trademark ™.

All rights reserved.

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)