M&A Advisor Services, Options & Pricing
Any fees paid for advisory, value estimating, coaching, marketing or full listing and intermediary services can be up to 100% rebated back to the Seller upon the eventual sale of one’s Business at Closing from Marigold Resources’ success fee.
| DELIVERABLES PER OPTION | FOR STARTERS |
SELF SERVE
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ESTIMATE OF VALUE
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DEDICATED COACHING
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DAY IN DAVENPORT
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FULL LISTING ENGAGEMENT | ||||||
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| PRICING PER OPTION |
FREE
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$99/MO
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$1,500-$3,000
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$950/MO
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$3,500 1X
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$5K TO $15K
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FREE Assessments & Calculators Value Builder Score™ & Report on 8 Value Drivers – PREScore™ Report & Readiness Checklist Workbook - EBITDA Calculator, Freedom Point Score™ |
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| FREE Value Building Content & Event Invites to Your InboxWeekly 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 ValueValue 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 | √ | √ | √ | √ | |||||||
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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 |
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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 . . . |
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