M&A ADVISOR & BUSINESS COACHING OPTIONS & DELIVERABLES

 

STARTER RESOURCES

 

SELF SERVE

 

BUSINESS ESTIMATE OF VALUE

 

1 TO 1 DEDICATED COACHING

 

DAY IN DAVENPORT WORKSHOP

 

FRACTIONAL EXECUTIVE

PRICING

 

FREE

 

$99/MO

 

$1,500-$3,000 1X

 

$950/MO

 

$3,500 1X

 

$4,950/MO

Assessments @ MarigoldResources.com:- Value Builder ScoreTM & Report on 8 Value Drivers
 - PREScoreTM Report & Readiness Checklist Workbook
- EBITDA Calculator

 
   √    √    √    √  
 Value Building Content 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 
 - Monthly Marigold Webinars & Luncheons - Invitations to Marigold Special Events    √    √    √    √    √  
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 SystemTM 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 WalkThrough & 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        √    √    √  
1 on 1 Coaching with Tony Grau:- Vision Building & Goal Setting - Monthly Virtual or In Person Meetings - Milestone & Action Planner Management - Hands on Coaching Through 12 VBS Modules - Advance Meeting Agenda & Questions          √    

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

                     

Fractional Executive- Operations / Supply Chain Strategic Leadership / CFO