Services
Comprehensive services to empower your exit strategy.
There is no one-size-fits-all exit strategy. You need a personalized plan based on your specific situation to help you achieve your unique goals.
PROXY FALLS, ORThree ways to work with us:
Advisory Role
Contracted Partner
Invested Partner
EXPLORE EACH ROLE BELOW:
1. Advisory Role
Our introductory level of partnership involves a three-step process in which we create and deliver a detailed exit strategy tailored to your specific situation and goals.
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We start with a high-level analysis of the business—its strengths and weaknesses, financial history and forecast, short and long-term goals, as well as a team analysis, all taken in the context of industry trends.
We have a proven track record of finding hidden gems and unknown opportunities in existing businesses for founders to increase equity.
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Through interviews, goal casting, and sometimes general life coaching, we help founders uncover their ideal exit.
An exit doesn't always mean selling out! It can mean many things, like turning your business into a lifestyle business, setting it up for generational successors, relocation, employee-owned buyouts, IPOs, mergers, or getting acquired.
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Lastly, we propose the work and adjustments needed to achieve this ideal strategy and lay out a plan of execution with an ideal timeline. This can include a wide range of work, such as rebranding, creative media production, product development and innovation, patents, trademarks, IP portfolio management, structural and talent management, and strategic acquisition opportunities.
This is typically a pivotal point for most founders to see an exciting path forward for their business with actionable steps to achieve their most strategic exit.
But a plan is just a great idea until you implement it.
Need help executing it? Consider bringing us in as a contracted partner…
2. Contracted Partner
In our middle tier of partnership, we not only create and deliver a detailed exit plan (as described above)… we also execute it from start to finish with our team of trusted professionals.
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We start with a high-level analysis of the business (Step 1), then we uncover the ideal exit strategy (Step 2), and then create an actionable itemized plan with an agreed upon timeline (Step 3). But we don't stop there...
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We have a long list of talented team members, including media professionals, branding experts, product development gurus in hard goods, soft goods, software, and tech, business coaches and psychologists, manufacturing experts, patent attorneys, M&A lawyers, and a long Rolodex of contacts with potential buyers all over the world.
We can partner with your existing team in any capacity to help you achieve your exit strategy on your ideal timeline.
This may initially sound a little bit daunting, but we love this process from start-to-finish and have helped many founders make a life-changing exit.
Love the sound of this but not sure how you can swing it financially?
We can help with that, too…
3. Invested Partner
In our most involved level of partnership, we deliver a detailed exit strategy and execute it (as described above)… we also help you find the funding to make your next move.
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We start with a high-level analysis of the business (Step 1), then we uncover the ideal exit strategy (Step 2), and then create an actionable itemized plan with an agreed upon timeline (Step 3), and then start to execute on that plan (Step 4). But we don't stop there as your Invested Partner...
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In some cases, a calculated investment is needed to unlock your company’s full potential.
We can aid in this process by linking you with the right funding options and being your advocate in negotiating terms that help you fulfill your best exit strategy.
If this all sounds like a lot… that’s because it is. But you don’t have to do it alone!
Whether you’re looking forward to an impending transition or dreading it (or a little bit of both) our team is here to help you navigate it as smoothly as humanly possible.
What’s your exit strategy?
SILVER FALLS, OR