Growth Opportunities

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 owners of businesses like many of these in the lower-mid market with $2 to $30 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.

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.

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.

Davenport's Historic 2019 Flood

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.

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.

Any fees paid for services can be 100% rebated back to the Seller upon the eventual sale of the business at Closing from Marigold's success fee.

MARIGOLD ADVISOR OPTIONS & DELIVERABLES	STARTER RESOURCES	SELF SERVE	ESTIMATE OF VALUE	1 TO 1 DEDICATED COACHING	DAY IN DAVENPORT WORKSHOP	12-MONTH LISTING ENGAGEMENT
PRICING	FREE	$99/MO	$1,500-$3,000 1X	$950/MO	$3,500 1X	$5K TO $15K
FREE Assessments & Calculators Value Builder Score™ & Report on 8 Value Drivers  - PREScore™ Report & Readiness Checklist Workbook - EBITDA Calculator, Freedom Point Score™	_√	√	√	√	√	√
FREE Value Building Content & Event Invites to Your Inbox Weekly Built to Sell™ Radio podcast w/ Value Builder System™ Founder John Warrillow - Monthly column on trends in building value- Quarterly Value Builder™ produced webinars   - Marigold Webinars & Luncheons - Invitations to Marigold Special Events	√	√	√	√	√	√
FREE Value Building Resources 8 Drivers of Value video series - How to Productize Your Services e-Book - 9 Subscription Models White Paper - The Exit Checklist Manual & Workbook	√	√	√	√	√	√
FULL ACCESS to The Value Builder System™ 12 Modules Tied to Value Drivers: Tutorial Videos, Action Planner, Customer & Staff NPS Surveys, Subscription Builder, Employee Stack Ranking, Customer & Supplier Concentration Matrix, Freedom Point Calculator, Buyer List Builder & More		√	√	√	√	√
Business Estimate of Value Value Builder Score Walk Through & Confirmation - NAICS Code Rules of Thumb Report - Financials & Tax Returns Review & Analysis- Historical EBITDA Recasting, Weighted Average   - Comparative Transaction Search & Report - Balance Sheet & Working Capital Analysis   - Current & Future Business Estimate of Value	More		√	√	√	√
Day in Davenport Exclusive Workshop Overnight at downtown Davenport historical hotel - Pre Workshop Dinner & Discussion - Value Builder™ Score, PREScore™, EBITDA, Freedom Point Walk Throughs - Current & Future Estimate of Value Report - Scenario Planning for Future Business Value - Curated Quad Cities attractions & activities - Short List Builder of Likely Buyers - Roadmap for Future Growth & Exit Strategy	More				√	√
Exclusive Go-to-Market 12-Month Listing Engagement All the pre-market prep, Confidential Information Memo publishing, target buyer development, external confidential marketing, deal team & project management, negotiions, LOI & purchase agreement maanagement, legal & accounting referrals & more . . .	More					√

Tony Grau While Marigold is known primarily as a transactional M&A brokerage firm, we've long advocated the benefits of strategically growing your business' value so that business owners achieve the successful exit they deserve.

And, in the spirit of upping our game to help customers build that value, we're pleased to introduce Marigold's newest associate Tony Grau. Like us, Tony is a Certified Value Builder.

However, Tony is exclusively focused on coaching business owners who are 1 to 3 years away from going to market by growing value and making their business truly buyer-ready.

Tony's pedigree is ideally suited to this new role at Marigold. He has decades of business experience in both corporate positions at Deere & Co as well as owning his own businesses.

Tony brings the best of both worlds to his coaching engagements, using a proven system to boost the value of the companies Marigold works with.

His expertise in operations management, cost management and global sourcing helps clients become world class organizations.

He has operated and sold multiple businesses in a variety of industries as diverse as automobile restoration shops to digital imaging centers. See Tony's full bio here.

Three Ways to Get Started Building Value Today

PREScore: How ready are you to exit the business?
Value Builder Score: How buyer-ready is your business?
EBITDA Calculator: What expenses should be re-cast to your bottom line?

Building the value of your company gives you a killer advantage in the game of life.

You can choose to sell if you get an outlandish offer or sleep well at night knowing you could sell.

The hallmark of a valuable company is one that can run without you, which means if you can create a business that’s built to sell, you also have the option to hold on to it without the stress of running your company on a day-to-day basis.

A valuable business is also a sought-after asset, making it more likely that you will get an unsolicited offer for your business. This gives you negotiating leverage when you decide to sell.

Use these complimentary tools above to understand how close you are to having the ultimate poker hand with your business.

Tony Grau

Certified Value Builder Coach

Tony Grau is a Certified Value Builder™ using a proven system for boosting the value of the companies Marigold works with. Tony has decades of diverse business experience in both corporate positions with Deere and Company and his entrepreneurial ventures.

He has a B.S. in Mechanical Engineering from Iowa State University and an MBA from the University of Iowa. His career has taken him around the world working with small and large manufacturing businesses to develop strategic plans and improve their cost structure.

His expertise in operations management, cost management and global sourcing helps clients become world class organizations. Tony also has personal knowledge of the business buying and selling process. He has bought and sold multiple businesses in a variety of industries in both franchise and non-franchise models and in industries as diverse as Automobile Restoration Shops to Digital Imaging Centers.

He is currently the managing director of Competition One Racing and President of G5 Global Partners. Tony brings real life experience in the complex world of growing and selling a business. He helps owners discover their company's hidden value and how acquirers will evaluate the opportunities and challenges. With Tony's coaching, business owners are able to hone in and focus on the highest ROI to grow value.

Connect with Tony via LinkedIn, or give him a call at 563-363-3009.

Deal Team Professionals

Marigold annually guides 6 to 12 business owners to successful exits. Since 2016, these transitions happened in part because of the expertise and professionalism of the following deal team partners, and their staff:

Adam Ulrich - Reimer, Lohman, Reitz, Sailer & Ullrich
Alicia D. Gieck - H.J. Dane Law
Amanda Whiting - Katz Nowinski
Amy Crist - TBK Bank
Andy Karas - Hagenaw, Gustoff & Karas LLP
Andy Katrichis - Dupaco Community Credit Union
Ben Yeggy - Gomez & May
Beth Tinsman - Twin States Technical Services
Bill Sandry - Sandry, Meloan & Associates Merrill Lynch, Pierce, Fenner & Smith Inc.
Bob McGowen - McGowen Hurst Clark Smith
Bob Thomas - Gallagher Insurance
Brad Ottens - Central Bank Illinois
Brandon Bremer - Plante Moran
Brett Marshall - Lane & Waterman
Brian J. Kane - Kane, Norby & Reddick, PC
Brian Mensen - Billings & Mensen
Brian Newton - McGowen Hurst Clark Smith
Brian Sims - Bass Berry & Sims
Chad Ervin - IHMVCU
Chad Ulrich - First Central State Bank
Chad Witter - Witter Consulting Group, Inc.
Christopher S. Talcott - Davis Brown Law Firm
Craig White, Molyneaux Insurance
Curt Oppel - Stanley, Lande & Hunter
Dan Hartnett - Crary, Huff, Ringgenberg, Hartnett & Storm PC
David Chanez - Stanley, Lande & Hunter
David M. Pillers - Pillers & Richmond
David Weirmann - Wessles & Wierman, P.C.
Dennis McMenimen - Shuttleworth & Ingersoll
Don Lower - Anderson, Lower & Whitlow, P.C.
Don Vogel - Farmers National Bank
Doug Jennings - Reiser, Jennings & Co., P.C.
Ed Dieleman - Roland & Dieleman CPA
Eileen D. Roethler - Quad City Bank & Trust
Erik S. Fisk - Whitfield & Eddy, P.L.C.
Evan Blakley - Chamber & Development Office Crawford County
Evan Muench - IHMVCU
Frank Perez - Bridge Investment CDC
Grant M. Taylor - Bloethe, Elwood and Buchanon Law
Grant Redpath - Bank Orion
J. Drew Chambers - Holleran, Shaw, Murphy & Stoutner Law Firm
James O'Donnell - First American Title Insurance Company
James Zmuda - Califf & Harper, PC
Jason Stone - Dentons Law
Jay Posateri - Carpentier, Mitchell, Goddard & Co.
Jeremy Saint - Crary, Huff, Ringgenberg, Hartnett & Storm PC
Jerry Pepping - Pepping, Balk, Kincaid & Olson
Jennifer Kincaid - Pepping, Balk, Kincaid & Olson
Joel Young, Small Business Development Center
John Gaines - Forest Road Consulting
John Timmer - Timmer & Associates, P.C.
Joshua J. McIntyre - Lane & Waterman
Julie Johnson McClean - Dentons Law
Justin Peterson - TBK Bank
Kent Unwin - Mel Foster Insurance
Kept Carmichael - Barnes & Thornburg, LLP
Kevin James - First State Bank
Kevin Koellner - Build to Suit, Inc.
Kevin Schoonmaker - Bank Orion
Kurt Spurgeon - Lane & Waterman
Kyle Day - Lane & Waterman
Kyle Maurer - Attorney at Law PLC
Leo McGarry - First Central State Bank
Lewis Merrifield - Capital Credit Inc.
Lisa Holter Ankel - Avisen Legal
Louis A. Bevilacqua - Bevilacqua, PLLC
Marie R. Tarbox - Gosma, Tarbox & Associates
Mark Nelson, Roy Fisher & Associates
Mark Salmon - Caster Frame, PC
Mark Smith - Smith Monson LLC
Mary Sheridan - Bevilacqua PLLC
Matt Fett - BCC Advisors
Matthew Reinert - Rutan & Tucker, LLP
Matthew Suzuki - Maynards
Mike Gorsline - Vollertsen, Britt & Gorsline, P.C.
Mike Slater - Vital Financial Services
Michael Holley - Bass Berry & Sims
Monty Meyer - Monty Meyer CPA and Associates PC
Nathan Reed - Clock Tower Community Bank
Nathan Runde - Clemens, Walters, Conlon, Runde & Hiatt, L.L.P.
Nathan A. Russell - Elverson Vasey
Paul Mulholland - First Central State Bank
Paul Nagovan - Nagovan & Stieger
Payton Shipp - Sterling Federal Bank
Pete Wessels - Wessels & Wierman, P.C.
R. Scott Van Vooren - Lane & Waterman
Ralph DiCesare - Northwest Bank
Ralph W. Heninger - Heninger & Heninger
Randy Sovey - Huckfeldt & Smith
Richard Davidson - Lane & Waterman
Richard J. Koestner, SRA - Koestner & Associates
Richard Zahasky - Anderson Law
Rush Nigut - Brick Gentry Law
Ryan Anglese - Tri-State Commercial Group of Ruhl & Ruhl Realtors
Ryan J. Bullerman - Hacker, Nelson & Co., P.C.
Ryan Shovar - Monty Meyer CPA and Associates PC
Sam Skorepa - Lane & Waterman
Scott Wiley - First Central State Bank
Steve McCann - RSM
Steven Jacobs - BCC Advisers
Steven Kahler - Schoenthaler, Bartelt, Kahler & Reicks
Steven Krohn - Smith Petersen Law
Steve Taets - Farmers National Bank
Ted Oldt III - Lane & Waterman
Thomas Hammar - Hammar & Associates
Thomas J. Pastrnak - Pastrnak Law Firm, P.C.
Tom Lacina - Grinnell Law
Tom Marsh - Marsh Company P.C.
Tom Messer - First Central State Bank
Travis Cutler - Gallagher Insurance
Troy D. Venner - Pastrnk Law Firm, P.C.
Tyler Watson - Barnes & Thornburg, LLP
William J. Karben - Carpentier, Mitchell, Goddard & Co.

Sold Businesses

Many professional references available, here.

CRYPTOCLUB3

M & A Advisor

Many business owners in the region know and trust John Crowe. He has over forty years of experience in all aspects of small business including commercial bank lending for closely held local banks and previously with publicly traded national companies. Crowe has consulted with clients that range from distressed banks and holding companies to credit unions, hundreds of small businesses and the FDIC over a seventeen state area. As a banker and business broker, John has been directly involved in the valuation, marketing and execution of successful exits for over one hundred businesses. Both buyers and sellers are fortunate to have John's ear when it counts. And, Marigold is fortunate to assist John's clients when they are ready to buy or sell.

John Mack

Business Appraiser

Both buyer's and seller's often require a third party appraisal of a business' value and Marigold enthusiastically recommends one of the country's leading appraisers, John G. Mack, ASA, MCBA, ABAR, the managing member of Mack Business Appraisals, LLC. He is a 1993 graduate of the University of Iowa with a Bachelor’s degree in Finance from the College of Business Administration. Mr. Mack has over 20 years of full-time business valuation experience. He provides business valuation services for clients for many purposes including, but not limited to: gift tax and estate tax filings, Small Business Administration (SBA) funding, ESOPs, merger/acquisitions, buy/sell agreements, S-corporation election, stock option granting, and management planning purposes. Mr. Mack began his valuation career in the Quad Cities at RSM McGladrey (formerly McGladrey & Pullen, LLP) and now has a national valuation practice that regularly provides business valuation services to companies located all across the United States. He maintains offices for his firm in both Arizona and Iowa. You can view his complete curriculum vitae here and his firm’s website is located at www.mackbusinessappraisals.com.

Page 1 of 2