Our Bulletproof Process
To Build, Prove, and Sell Your Business Story for Maximum Profits
A Bulletproof Solution Customized to Your Unique Goals
You’re told to scale because “more” is supposed to be better. But scaling often just produces more headaches!
We don’t want to help you just scale. We want to help you build a profitable, firm foundation FIRST and then scale EXTRAORDINARY.
That’s why we’ve built a Bulletproof Process designed to create maximum impact.
How? Our process is a comprehensive solution tailored to achieve your unique vision of success—for your business, family, and future.
The numbers tell a story of your business. But they only tell one part.
Our goal is to create the most mouthwatering story for buyers—a story about how your company + their company = maximum value. We want the buyer to fall in love with your company. Why? People will spend a lot of money on the things they love.
What we have learned is that average companies sell for average multiples.
Extraordinary companies sell for extraordinary prices because they sell buyers a future that is exponentially better together.
If you want to sell to strategic buyers for more than you can imagine, you will need:
- Revenue that has been growing exponentially every year for at least 3 years.
- A turn-key business operating effectively and efficiently.
- A management team that is exceptional and fully capable of managing operations.
When buyers see evidence of an extraordinarily brighter future, you get leverage in the sales process.
This leverage is your key to an extraordinary exit.
An extraordinary exit is your key to a future filled with prosperity and potential.
This is why our process is designed to build your people and profits, prove your model, and sell strategic buyers the best business story possible.
At the end of the day, though, it doesn't matter how much you sell for; it matters how much you keep.
To achieve a true success story for you and your family, we want you to sell for an extraordinary price AND maximize what you keep from the sale.
That’s why we guide and advise on all areas of business and collaborate with a wide range of professionals in many spheres.
Together, we ensure you and your family’s financial legacy is secured.
This is our Bulletproof Process.
Each step is designed to maximize profits and bulletproof your exit.
Click each step to learn more!
ASSESS
- Exit your business in 3—5 years,
- Transition to your son/daughter or employee,
- Maximize your profitability,
- Or create a true family legacy
…our in-depth Discovery process is designed to reveal your desired finish line— the one that we’ll work with you toward achieving.
Then we’ll do a full review of every part of your business—the way a buyer would at sale.
This includes a Profitability Analysis to determine your business’s strengths and biggest opportunities for maximizing profits.
Once we’re clear on our starting point and your finish line, we create a custom roadmap with concrete steps to your unique vision for success.
(ASSESS takes two months. Timelines for all other steps will be communicated when you receive your custom roadmap. We generally work with clients for two to three years.)
BUILD
Once we’re clear on your vision, we go to the BUILD phase. Here, we build up your people AND your profits to achieve the best story to sell for the highest price at the buyer’s table.
For both people and profits, we begin by pulling the levers that will have the most impact and drive the most value. Once we’re done implementing the first level of solutions, we move from level to level until we reach your goal.
Our solutions are wide ranging and depend on your unique business and goals. Here are some examples of work we’ve done for our clients:
PEOPLE
- Build Management Team
- Assess Entrepreneur’s Unique Ability
- Build Employee Incentive Plans
- Create Stay Bonus Plans
- Outline Performance Reviews
PROFIT
- Obtain Valuation
- Review Process & Procedures
- Build Recurring Revenue
- Review Key Metrics
- Update IT & Software
- Review Unique Value
Our expertise goes beyond just improving the numbers of your business. We are here to help improve all the relationships that have a stake in your business, from business partners to your family and employees.
PROVE
To unlock the doors to elite M&A firms and secure an extraordinary sale price, you must be able to prove the validity of your profits and the competency of your people. During the M&A process, the buyer will put you through an extensive due diligence process. Their goal for this phase is simple: to find as many reasons as possible to pay you less. That’s why we Bulletproof Your Exit—so you have the confidence and the leverage to win in the end.
Our strategy focuses on proving your management team’s capability to operate without you post-sale and ensuring employee retention through strategies like stay bonus agreements. In the pivotal last 12 months, we amplify sales and marketing efforts to highlight the growth of your most recent revenue to help maximize sale price. Through comprehensive risk mitigation—legal audits, financial reviews, and strategic valuations—we build irrefutable trust in your company’s value.
Simultaneously, preparation extends to ensuring you retain maximum profit from your exit, with focused advising on the following:
- Estate Planning
- Estate and Income Tax Optimization
- Banking Strategies
- Insurance Solutions
- Macro-Economics
Ultimately, our goal is to ensure you secure the maximum possible profit from your business sale. Through strategic sale planning, we’re uniquely equipped to help you safeguard your family’s financial future and honor the legacy of your business story.
SELL
Now that we’ve built indestructible proof of your business story on all fronts, you’re ready to hire a top-tier M&A firm and deal lawyer. Many M&A firms are transactional—they sell on averages because the name of their game is selling as many businesses as quickly as possible. However, because we’ve built and proven your business story, you now have access to our favorite M&A firms, which will work exponentially harder to get you extraordinary multiples at sale by targeting strategic buyers.
When the time comes to sell, we stand by you every step of the way to achieve the best possible outcome for you, your business, and your relationships. Along the way, we equip you with the tools, plans, and strategies necessary to prepare for a secure and seamless transition.
Upon concluding our journey together, you’ll not only meet your initial sales goal but also leave the buyer’s table a completely different person. The journey of building, proving, and selling your business cultivates unparalleled growth, transforming you into:
- A visionary leader for both yourself and your family.
- A remarkable entrepreneur adept at creating and steering predictable enterprises.
- A savvy investor.
This transformation encapsulates more than just a life-changing business transaction—it’s a comprehensive evolution into a more confident and capable version of yourself.
Ready to Begin Your Journey and
Build, Prove, and Sell Your Business Story for Maximum Profits?
