Any fees paid for services can be 100% rebated back to the Seller upon the eventual sale of the business at Closing from Marigold’s success fee.
|
MARIGOLD ADVISOR OPTIONS & DELIVERABLES |
STARTER RESOURCES |
|
SELF SERVE |
ESTIMATE OF VALUE |
1 TO 1 DEDICATED COACHING |
DAY IN DAVENPORT WORKSHOP |
12-MONTH LISTING ENGAGEMENT
|
|||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRICING |
FREE |
$99/MO |
$1,500-$3,000 1X |
$950/MO |
$3,500 1X |
$5K TO $15K |
||||||
|
FREE Assessments & Calculators Value Builder Score™ & Report on 8 Value Drivers – PREScore™ Report & Readiness Checklist Workbook - EBITDA Calculator, Freedom Point Score™ |
√ |
√ | √ | √ | √ | √ | ||||||
|
FREE Value Building Content & Event Invites to Your Inbox Weekly Built to Sell™ Radio podcast w/ Value Builder System™ Founder John Warrillow – Monthly column on trends in building value- Quarterly Value Builder™ produced webinars – Marigold Webinars & Luncheons – Invitations to Marigold Special Events |
√ | √ | √ | √ | √ | √ | ||||||
|
FREE Value Building Resources 8 Drivers of Value video series – How to Productize Your Services e-Book – 9 Subscription Models White Paper – The Exit Checklist Manual & Workbook |
√ | √ | √ | √ | √ | √ | ||||||
|
FULL ACCESS to The Value Builder System™ 12 Modules Tied to Value Drivers: Tutorial Videos, Action Planner, Customer & Staff NPS Surveys, Subscription Builder, Employee Stack Ranking, Customer & Supplier Concentration Matrix, Freedom Point Calculator, Buyer List Builder & More |
√ | √ | √ | √ | √ | |||||||
|
Business Estimate of Value Value Builder Score Walk Through & Confirmation – NAICS Code Rules of Thumb Report – Financials & Tax Returns Review & Analysis- Historical EBITDA Recasting, Weighted Average – Comparative Transaction Search & Report - Balance Sheet & Working Capital Analysis – Current & Future Business Estimate of Value |
More | √ | √ | √ | √ | |||||||
|
Day in Davenport Exclusive Workshop Overnight at downtown Davenport historical hotel – Pre Workshop Dinner & Discussion – Value Builder™ Score, PREScore™, EBITDA, Freedom Point Walk Throughs – Current & Future Estimate of Value Report – Scenario Planning for Future Business Value – Curated Quad Cities attractions & activities – Short List Builder of Likely Buyers – Roadmap for Future Growth & Exit Strategy |
More | √ | √ | |||||||||
|
Exclusive Go-to-Market 12-Month Listing Engagement All the pre-market prep, Confidential Information Memo publishing, target buyer development, external confidential marketing, deal team & project management, negotiions, LOI & purchase agreement maanagement, legal & accounting referrals & more . . . |
More | √ |