Exit Planning Institute
Strategic Parter Alliance
Investment Bankers | Wealth Advisors | Attorneys | Accountants | Lenders | Insurance Providers
We Help Create, Protect and Optimize Enterprise Value.™
Prospects/Clients Who Are Not "Ready"
Statistics show that over 70% of Business Owners' assets are typically locked up in their businesses and not available to them until their companies are sold. Unfortunately, even in robust economic times, the majority of businesses that go to market don't sell, leaving those Owners without solid options. In a slowing economy, it is all the more important that Owners/CEOs be “ready” with attractive businesses to greatly increase the odds that they will find buyers.
We help these Owners/CEOs harvest the wealth of many years of hard work, at which time their wealth advisors can invest the business sale proceeds into a diversified portfolio.
We are pleased to announce the newest addition to the EPI Alliance Partner Network: PMI Advisors (PMI), a firm working alongside wealth advisors, investment bankers, accounting firms, legal firms, and others to educate owners about the upcoming business sale steps and assist in operational improvements along the way, which can be quite daunting for those who are not familiar with the M&A process.
Unique to the EPI network, PMI stays strictly focused on business operations. Positioned to augment you as the trusted advisor (not displace), PMI drives enterprise improvements that prep the business for a successful sale while looking to the CEPA managing the engagement to lead the personal, wealth, and financial vision for the owner. Knowing that advanced enterprise operational knowledge and expertise can be challenging, PMI employs 40 team members and experts across a wide spectrum of business functional areas.
As a new partner in the network, Dan Bradbary, founder of PMI Advisors, will join us for a virtual broadcast on March 6, 2019 at 1:00 P.M. ET to answer questions and present on how the Deal Readiness® Methodology fits into value acceleration, how his team works with advisors like you to drive immediate business improvements that can ensure a successful sale and showcases unique areas of specialty that complement your advisory services (including operations, technology, human resources, and marketing to name a few).
Working alongside Wealth Advisors, Investment Bankers, Accounting Firms, Legal Firms, and others, we educate Owners about the upcoming business sale steps, which can be quite daunting for those who are not familiar with the M&A process.
Our nationwide team of professionals serves as independent experts in preparing businesses for sale. Business Owners/CEOs are able to complement their deep understanding of their businesses with independent, objective experts skilled in functional areas such as operations, finance, technology, human resources, operations, and marketing, to name a few.
Exit Planning - Deal Readiness® Methodology
Brochure - Business Sale Preparation (2-pages)
Presentation - Business Sale Preparation (28-pages)
Our Business Process Optimization Methodology gives an Owner/CEO an opportunity to strengthen the overall quality and competency of their company in advance of the sales process. It is a road mapping procedure that utilizes a proprietary assessment and management tool that helps a business maximize its value by:
- Assessing a business’s competency across twenty functional categories, including planning, leadership, sales, marketing, people, operations, finance and legal.
- Identifying and prioritizing a business’s specific risks that are depressing value and obstructing long-term sustainable growth.
- Providing management with visibility into outcomes and return on investment (ROI) for any contemplated initiatives, motivating management to take action to implement specific improvements.
This process enables an Owner/CEO to avoid a situation where at the 11th hour they realize that they’re accepting an amount for their business which is less than what they could have received by optimizing operations and reducing the business’s intrinsic risk before going to market.
Business Value Optimization
Our Deal Readiness® Methodology of an initial assessment, value creation, and risk mitigation positions businesses for sale. Our methodology is focused on improving how companies may appear to potential buyers. However, by optimizing companies' business processes, the efficiency of their operations is improved, resulting in increased profitability and business value, even if a business sale is a few years away. In the meantime, Owners will be much better prepared to respond to those unsolicited offers that appear out of nowhere!
The Return on Investment (ROI) in our Deal Readiness® Methodology is often in excess of 1,000% ...
which is 10 times the amount paid for our services.
Board of Advisors
A Board of Advisors (BOA) is composed of accomplished experts offering innovative advice and dynamic perspectives, providing non-binding strategic advice to the management of a company. The composition of the members of the Advisory Board may change periodically, depending upon the needs of the business.
The informal nature of an Advisory Board gives considerable flexibility in structure and management to address issues and growth options.
Business Development - Prospect/Client Education
As a complimentary, no-cost client development approach shown in this graphic, we suggest having a joint consultation meeting with the prospective client. From that meeting, we can then provide a 15-page High-Level Valuation Report based upon the profit multiple ranges for their industry. More importantly, this report provides considerable educational information. The goal is to urge the prospective client to move forward with our Deal Readiness® Assessment, which will be the foundation for the value optimization methodology to follow.
The target market for our Business Sale Preparation services is retiring Baby Boomer Business-Owners with annual revenue in excess of $25 million. However, companies with annual revenue of at least $5 million will benefit from our services. Typically, Business Owners have been heads-down in running their businesses for the past 20 years and are not familiar with the M&A process.
A successful exit requires the navigation of new and highly complex legal and financial territories, while simultaneously running and improving the business for maximization of its value. Our national presence and extensive experience allow us to help clients quickly develop an accurate assessment of and improve key performance issues, including relevant market benchmarks, cash flow drivers, and customer trends.