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Marigold Resources' Exit Strategies for Business Owners

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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leading franchisee pet store retailer in top tier market for sale2019 Est. $11MM Sales | $1MM EBITDA

The Company is a premium pet and pet supplies retailer with multiple leased storefronts in a tier-1 designated market area or DMA located in the Midwest.   

The Company provides over 100,000 active customers a wide variety of live animals, high-quality pet supplies, and an interactive immersive retail experience unique to the marketplace. 

 

Bridal & Formal Wear Retailer for Sale$1.74MM 2018 Sales | $268K EBITDA

Founded in the early 1990's, the iconic Company is a retailer offering special occasion dresses, formal wear, accessories, and alterations. 

With over 10,000 dresses in stock from a collection of private label, national designers, styles, and sizes, the Company is a destination location for any social event. 

In 2018, the Company’s revenue was generated from dresses (80% of revenue), alterations (10%), accessories (5%), and tuxedo (5%). 

CTA Software Provider

$1.2MM 2018 Sales, $730K EBIT

$1.3MM 2017 Sales, $479K EBIT

$1.5MM 2016 Sales, $485K E

The Company is a privately-owned supplier of operations software to the alternative investment industry. The Company's primary product is a proprietary enterprise system used by advisors around the world. The software allows advisors to manage both commodity pools as well as separately managed accounts.

Customers & Markets

Customers are primarily commodity trading advisors (CTAs) and hedge funds with assets under management ranging from $10M to $3B. All customers trade futures, and most trade LME (London Metals Exchange) and FX (Foreign Exchange). A small number trade equities and/or ETFs (Exchange-Traded Funds). In addition, the Company maintains a secondary channel of service providers that offer hosted accounting services to CTAs.