The Process

How We Do It

Every business needs three things if it wants to scale and become exitable: Leveraged Sales, Bankable Profits, and Transferable Value. Fortunately, we have the tools and resources to deliver all three...

Proven Playbooks

With 217 tactics and strategies to increase your sales, 63 methods to increase your profit, and 50 strategies to increase your personal freedom (and your company’s enterprise value), we offer more than just “friendly advice.”

  • We have 217 different sales accelerators, including

    • Traffic Channel Grid

    • Integration Partnerships

    • Referral Programs

    • Loyalty Programs

    • Distribution Sharing

    • BDA Product Development

    • Bolt-on Businesses

    • Flash Sales

    • Promo Mapping

    • Acquire New Market

    • Product Extensions

    • Sponsorship Program

    • ZDOT Traffic

    • Inside Sales Team

    • Change Market Positioning

    • Upsells/Cross-Sells

    • Add Risk Reversal

    • Franchising

    • Predictable Selling Systems

    …just to name a few.

  • We have 63 different profit accelerators, including

    • Compress Sell Cycles

    • TOC Workflow Redesign

    • Bundle To Increase AOV

    • E2P (Expenses To Profit)

    • F2V/V2F Balancing

    • Reduce Inventory Hold Levels

    • Improve Supplier Terms

    • Mindshare Category Hopper

    • BPS Value Curve

    • Bolt-On Businesses

    • Productize Services

    • RAM (Revenue Acceleration Matrix)

    • Make or Buy Analysis

    • Go JIT

    • Geo-clone + Infill

    • Pre-capture COGS

    • Licensing

    • Franchising

    • Acquire ICP Centric Media

    …just to name a few.

  • We have 50 different value multipliers, including

    • Goose & Eggs Structure

    • Outsized CAGR

    • TAM Shifting

    • Brand Equity

    • Outsized Margin

    • P2B Transfer

    • Bench Depth

    • Legal Certainty

    • Pro Forma Accuracy

    • Acquisition Arbitrage

    • $0 OOP M&A

    • Character Diamond

    • Dominant SOM

    • Customer Diversity

    • Defensible IP

    • SOPs

    • Audited Financials

    • Innovation Systems

    • Value Category Arbitrage

    …just to name a few.

What’s your “Ideal Exit”?

Whether you want to sell your business completely or just “exit” the day-to-day, we can help you achieve any one of the 5 Exits of the Entrepreneur…

“

Exit the Line

DELEGATION
You’ve likely already made this “exit.” Exiting the Line happens when you hire your first employees and shift from a pure “worker” in your business to a manager of other “workers.” You still have a lot on your plate, but at this stage, you’re beginning to master the art of delegation.”
— Exit #1
“

Exit the Staff

SYSTEMIZE
Many founders call themselves “CEO,” but in reality, they’re actually just managers with a CEO title. So what’s the difference between a real CEO and a CEO by title only? Answer: an operating system. Once you have your company’s operating system in place, that’s when you achieve “Exit #2,” because that’s when you become a true CEO.”
— Exit #2
“

Exit the Org Chart

GOVERN
You make this exit when you fully step out of the “day-to-day” and bring in an operator to run the business. This person could be a President, COO, VP of Operations, or even the CEO, but whatever their title, they handle the “messy work” so you can focus on the work you love doing (while still maintaining all the power and control).”
— Exit #3
“

Exit the Board

INVESTOR
With this “exit,” you step away from the company completely. Not only are you no longer on the executive team, you’re also no longer on the board meaning you have zero organizational responsibilities. At this point, you still have your equity so you continue to receive regular income in the form of dividends and distributions. The difference is, your income is purely passive because you are simply an investor in your own business.

”
— Exit #4
“

Exit Ownership

Exit #5 is what most entrepreneurs think of when they hear the word “exit.” With this exit, you sell most or all of your interest in the business, effectively “cashing out” your investment. At this point, you have fully realized the value of all the blood sweat, and tears, and you are now free to redeploy your wealth however you like. Who knows? You may even decide to fund a new venture and start the process all over again.”
— Exit #5

 How It Works

Step 1 ⏵ Assess

First, we’ll define what success means to you. We’ll clarify your income, wealth, and impact goals and align on a structure and strategy for achieving your longer-term wealth goals without sacrificing your short-term income goals.

Step 2 ⏵ Optimize

Once we’re clear on our goals and strategy, we’ll deploy our playbook of 217 sales accelerators, 63 profit accelerators, and 50 value amplifiers to (at least) 3X your sales, 2X your take-home profits, and 4X - 8X your enterprise value. 

Step 3 ⏵ Exit

When the time is right, we’ll prepare the sales decks, identify the buyer pool, solicit LOIs, negotiate the deals, manage the data rooms, and handle the escrow and close, all with the singular goal of getting you the perfect deal at the perfect price.

Start your Scale & Exit journey, today.