We Partner With Million Dollar Brands To Help Them Grow, Scale, and Exit Their Business
Here’s Just a Few of Our Team’s Portfolio Companies
Our Team Has Put Six Different Companies on the Inc. Fastest Growing List
A PROVEN SYSTEM FOR GROWTH
24 Industries: *To $10M+ | 7 **To $100M+ | 1 ***To $1B+
Medical Billing **
eLearning *
Commercial Real Estate **
Residential Real Estate ***
Trade Shows/Events *
Sporting Goods *
Direct Response **
Restaurants **
Machine Manufacturing **
Sporting Goods *
Pet Products *
Mastermind Groups *
Supplements *
Real Estate Training *
Online Casinos *
eCommerce *
CPG **
Corporate Training *
Document Preparation
Medical Equipment *
Telecom Infrastructure *
Beauty + Cosmetics *
Business Services *
Software As A Service *
OUR ADVISORY BOARD
BUSINESS GROWTH LIFE CYCLE
FOCUS #1: INCREASING SALES
LEVERAGED SALES
More Sales + More Profit = Scalability
Sales Case Study
Grew $360k per year ecommerce business 86X to $31M year. Added products to digital info sales, brought in professional management. Exited to billion-dollar company
FOCUS #2: INCREASING PROFIT
BANKABLE PROFIT
More Profit + More Value = Optionality
Profit Case Study
Redesigned business model of rapidly growing professional services company to increase profits 300%, reduce staffing needs and lower operating costs by 67%
FOCUS #3: INCREASING VALUATION
TRANSFERABLE VALUE
Increased Sales + Higher Value = Momentum
Valuation Case Study
Grew digital publishing company revenue by 3X and profits by 12X, repositioned business model and acquired additional products to increase value 30X.
How we will work together.
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ASSESS
What Is Success? Why?
Tax/Ownership Structure
Business Model + TAM
Core Beliefs, Values + Mission
KPIs, Reporting + Budgeting
Leadership Score + Review
Systems, SOPs + Automation
Customer Success, NPS/CSS
Recruit, Train, Comp/Benefits
Tech Stack + Vendor Analysis
Review/Assess Cost Structure
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IMPROVE
Test Price Increases
Price/Margin Pocket Waterfall
< Internal Costs + Automate
< External Costs + Re-Source
Optimize Value Ladder + Funnel
Improve Creative + Targeting
Add Media Channels + > Spend
+> Inbound + Outbound Sales
+> Partners, Affiliates + Referral
+> Earned, Owned, Paid Media
Acquisitions for Growth
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EXIT
Optimize Valuation Levers
Internal CDD, LDD + FDD
Entity + Personnel Documents
Identify Potential Buyer Pool
Prepare One-Sheet
Solicit IOIs + Secure NDAs
Prep Deck, CIM + Data Room
Negotiate + Review LOIs
Negotiate APA/EPA/SPA
Buyer CDD/LDD/FDD
Escrow, Close + Integration
DO YOU QUALIFY TO WORK WITH US?
Character
Service Focused
Prosperity Mindset
Impeccable Integrity
Industry
B2B + B2C Services
e-Learning | SaaS
Franchise | Events | Media
Financial
Sales Range: $500k-$60MM
EBITDA/SDE: $250k - $30MM