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Sample Itinerary

Below is a sample itinerary for this one-day, one-on-one, confidential strategic exit planning engagement. These are subject to your schedule and needs. 

Tuesday - Arrival & Orientation 

  • 6pm Arrival at Hotel Blackhawk or The Current in Downtown Davenport

  • 7pm Dinner with Managing Partners: Chris Barnard and Todd McGreevy   


Wednesday - Strategic Planning Sessions

  • 9am Value Builder Score, and Estimate of Value Review; 

  • 8 Key Driver Scores and the 40+ Questions to Ask Your Professional Advisors

  • 11am Scenario Planning & Exit Strategy What If's; Short Buyer List Builder, 5 to 20X Rule

  • 12pm Lunch: Catered in or off-campus at Figge Art Museum, Front Street Brewery, Me & Billy's

  • 2pm The Envelope Test: What will you do when you exit and can you afford to now?

  • 3pm Engagement Options Review: What are the action steps and pricing for Marigold to be your M&A Advisor and grow your business' value? 


It's a no obligation opportunity for qualified businesses. 

And, whether you want to sell your business for a premium now, or simply know that you could, we will provide you insights into 8 key value drivers that measurably increase your business exit options.

Download samples of select work products outlined above. 
Business owners that engage Marigold Resources to exclusively assist with their business exit have the $2,495 is credited towards any listing engagement fees . . . all of which can be rebated back at closing.

*Published pricing for the Strategic Exit Plan Review is $2,500.00.  

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