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MarigoldenChutist

Marigold Resources Office at 308 E River Drive in Davenport, Iowa

Marigold Resources is proficient at advising businesses in the lower-mid market with $5 to $25 million in annual sales.

Independently owned since 2011, Marigold Resources is one of Iowa's leading M&A advisory firms.

Value Builder System: 8 Key Drivers

Driver 1: Financial Performance
Driver 2: Growth Potential
Driver 3: Switzerland Structure
Driver 4: The Valuation Teeter Totter
Driver 5: The Hierarchy of Recurring Revenue
Driver 6: The Monopoly Control
Driver 7: Customer Satisfaction
Driver 8: Hub & Spoke

The Marigold Team

chris
 
Chris Barnard
Managing Partner

 

todd
 
Todd McGreevy
Managing Partner

 

larry
 
Larry McDonald
Brand Advisor

 

justin
 
Justin Holstein
Digital Media Advisor

 

tony
 
Tony Morales
Strategic Growth Advisor

 

bill
 
Bill Karben
Accounting & Valuation Advisor

 

john
 
John Mack
Business Appraiser

 

crowe
 
John Crowe
Senior M & A Advisor

 

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How we strike gold for our customers

Market proven resources & results 

Plan your personal and business exit with confidence. 

Business owners engage Marigold Resources to be understood and profitably align expectations. 

Independently owned since 2011, Marigold Resources is one of Iowa's leading M&A advisory firms. 

Marigold Resources is proficient at advising businesses in the lower-mid market with $5 to $25 million in annual sales. 

We've navigated business owners through complex closings with publicly traded companies and facilitated many national top tier accounting firms' quality of earnings projects. 

And, we've been matchmaker amidst competing full-price offers to ensure founder and key staff are secure post-closing.

Our most meaningful engagements are with business owners who develop achievable, profitable and intentional exit goals. 

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How we strike gold for our customers 

When founders-owners embrace value-building to further control their exit strategy . . . and our expertise helps answer those needs . . . we all strike gold.

Your business transition is directly managed by Marigold Resources' founding partners Chris Barnard and Todd McGreevy. 

These managing partners are expert listeners and are involved as little or as much as your journey requires. 

Our services range from advising on doubling your business' value over time, to generating actionable exit offers in the near future. 

Practicing good business in our book includes non-disclosure agreements, an expectation of confidentiality, and plain-language signed agreements.

Scope of Services & References 

Your personal and business exit strategy are amongst the most important lifetime considerations. 

We diligently work to understand both you and your business' unique needs and circumstances.

Marigold's expertise, contacts and resources are market-proven in helping $5 to $25 million businesses plan and execute successful growth and exit strategies. 

Our scope of services include: 

  • Rules of Thumb by Industry Report

  • Value Builder Score & Estimate of Value 

  • Personal Readiness to Exit Analysis 

  • Value Builder System Business Coaching 

  • Sales Pipeline Programming & Marketing 

  • Brand Optimization & Business Development

  • Historical Financial EBITDA/SDE Analysis 

  • Diligence Documentation Management 

  • Confidential Blind Profile Copywriting 

  • Prospective Buyer List Building & Sourcing 

  • Offering Memorandum Copywriting & Publishing 

  • Confidential Reserve Buyer Marketing 

  • Confidential Worldwide Marketing

  • Buyer Confidentiality NDA & Screening

  • Purchase Offer Development & Analysis

  • Transactional Attorney & Taxation Accountaing Referral

  • Deal Structuring & Negotiation

  • Deal Team Leadership & Alignment

  • Hassle Free Due Diligence Fulfillment

  • Closing Documentation Coordination

  • Secure Project Management & Archiving

A list of Marigold's customers/references is found at this link, here.

OurDayInDavenport WebsiteScreenshot

Plan your personal and business exit with confidence 

Customers engage Marigold Resources to understand and profitably align expectations with target outcomes. 

The lowest risk, highest reward solution Marigold Resources offers is the Our Day in Davenport workshop. 

Getting out of your office and gathering a new perspective for one whole day should include a specific road map to your planned successful exit. 

Our Day in Davenport is a relaxing and revealing valuation and growth workshop. 

It's exclusive to your business, confidentially conductedby Marigold's founders, Chris Barnard and Todd McGreevy. 

Our Day in Davenport workshop includes:

  • Confirming 42 Answers to Your Business' Value Builder Score

  • Confirming Top 3 Drivers to Grow Scenario Value 

  • Confirming Financial Records' Market Viability 

  • Thumbnail EBITDA Calculations for up to 5 Years 

  • Business Classification Code Analysis 

  • Confirming Current and Future Estimate of Value 

  • Confirming 15 Answers to your Personally Ready to Exit Score (PREScore)

  • Roadmap for Next Steps and Engagement Options 

Learn more at www.OurDayinDavenport.com.

Since 2012, Marigold Resources has made its world headquarters at the 1140 sf finished office space inside an industrial warehouse alongside the Mississippi River in downtown Davenport. The building built in 1920 and added onto in 1971 at 308 E River Drive is the second closest structure to the river in downtown.

Marigold's office overlooks the Arsenal Island bridge, two train tracks, Lock and Dam 15 and the crossroads of the national Mississippi River Trail and American DiscoveryTrail. In the winter one can watch bald eagle's dive for fish 50 yards outside the window. It's centrally located, close to many amenities, and parking-wise situated so business owners can visit discreetly. 
 
On April 30, 2019 the temporary levee or flood barrier made of HESCO boxes, erected by the City of Davenport right outside Marigold's doors on River Drive gave way. Video of the critical moment was captured by a neighbor's security camera and can be watched here, or below (the breach is at 3:33 mark). 
 


Managing Partner Chris Barnard was in the office when the barrier broke and the river filled up River Drive and 2nd Street so quickly, Chris' car was nearly washed away (it remains flooded in the parking lot). He and his dog Mick had to be boated out by the Davenport Fire Department, which was captured live by TV crews. Chris has subsequently enjoyed some celebrity status – at least amongst his family and friends who saw him on the footage used on several national news shows. But, we all know that when there's a disaster, getting the shot of the dog being rescued is the money shot. 
 
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Managing Partner Todd McGreevy was returning back to Davenport from an out of state road trip when the levee broke. The next day Marigold's Branding Advisor Larry McDonald equipped Todd with a small kayak and gear to gain access. 
 

The previous record for flooding was set in 1993 at 22.6 feet and in 2019, the river has beat that record by getting to 22.7 feet on May 3rd.  The good news is the building has no basement, and the office and warehouse level are at 22.8 feet high in river depth measurement. 

Subsequently, at its crest, this flood came within 1” of breaching the Marigold office spaces. The office still has power and until last Friday, had internet and phones. McGreevy even took a couple calls while policing up items in preparation for rising waters.

Marigold has been fortunate to have many friends and colleagues who have offered temporary office space during this disaster. The office number 563-424-5707 is working and advisors are checking voicemail from afar. While temp office details are being worked out, for the time being Barnard and McGreevy can also be reached by e-mail and cell phone.

Now that the river has crested and is receding, and additional measures have been taken to protect the office should the river rise to a new record again, Marigold's customers should experience very little disruption in the high touch service these M&A advisors provide. 

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The Company works with customers for prototyping, design, fabrication and finishing of thermoformed and injection molded products. The Company also prototypes products for other forms of manufacturing and prides itself on servicing both large and small customers within consumer and industrial markets.