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. 

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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. 

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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.

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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.