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.
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MARIGOLD ADVISOR OPTIONS & DELIVERABLES |
STARTER RESOURCES |
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SELF SERVE |
ESTIMATE OF VALUE |
1 TO 1 DEDICATED COACHING |
DAY IN DAVENPORT WORKSHOP | 12-MONTH LISTING ENGAGEMENT
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PRICING |
FREE |
$99/MO |
$1,500-$3,000 1X |
$950/MO |
$3,500 1X |
$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 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 |
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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 |
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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 |
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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 |
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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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