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M&A ADVISOR & BUSINESS COACHING OPTIONS & DELIVERABLES |
STARTER RESOURCES |
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SELF SERVE |
BUSINESS ESTIMATE OF VALUE |
1 TO 1 DEDICATED COACHING |
DAY IN DAVENPORT WORKSHOP |
FRACTIONAL EXECUTIVE | |||||
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PRICING |
FREE |
$99/MO |
$1,500-$3,000 1X |
$950/MO |
$3,500 1X |
$4,950/MO | ||||||
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Assessments @ MarigoldResources.com:- Value Builder ScoreTM & Report on 8 Value Drivers
- PREScoreTM Report & Readiness Checklist Workbook
- EBITDA Calculator |
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| 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 | √ | |||||||||||
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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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Fractional Executive- Operations / Supply Chain Strategic Leadership / CFO |
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