The Business Sales Solution™

The Business Sale Solution™ is our seminar that answers tough questions about selling or transferring a privately-held business. This seminar is complimentary to qualified business owners who want to sell or transfer their companies. This objective approach to education helps owners understand the differences between selling to Strategic, Financial and Private Equity Buyers. It also helps owners understand key issues about transferring the business to an ESOP, family members and management. The course also teaches about issues related to the acquisition of companies to increase market share or to acquire other key assets.

The Exit Strategy Handbook

The BEST Guide for  for a Business Transition will enable you to stand out as you exit your business. With millions of business owners looking for a way out over the next few years as we head for the Baby Boomer Tsunami™, make sure you stand out from the competition. The Exit Strategy Handbook is your guide for the best possible exit.

The Discovery Analysis™

Discover your company’s financial information with a tool that allows you to benchmark your findings against the industry average. This information is priceless and will help put you ahead of the game so you can prepare for your company’s exit during a buyer’s market.

The B2B CFO GamePlan®

This proven six-step process helps business owners stay on track with their business goals, taking them to a higher level of success™. Experienced CFOs work directly with you through steps that analyze and review your financial systems working toward results. Those results help put more cash into your business – preparing you for the perfect exit strategy.

B2B Exit® Software

B2B Exit® Software walks you through every step of the exit process. As we head for an unprecedented Baby Boomer Tsunami™, you can be ahead of the game with a strategy that includes exit software to get you through the process so you can stand out among the competition.

Finders, Minders & Grinders™

Finders, Minders and Grinders is the unofficial organization chart of every privately-held company. The most important role in a company is that of Finders, who need to spend 70% to 80% of their time in Finding Activities. Finders are the company’s visionary, idea generator, innovator, catalyst for future change, relationship builder and strategic planner. The future success of the company is in the hands of the Finder.

The Delegation Identifier™

Most CFO Services firms have goals to replace a company’s employees with their own staff, which causes a much higher cost to the business owner. A B2B CFO® professional trains and works with a company’s existing employees, thus keeping costs lower. We then match the employee’s skills and follow-up with them on specific tasks that need to be completed in order to meet a company’s goals. We call this process The Delegation Identifier™. Because of this system, with B2B CFO® a company can get a more experienced strategic professional, at a much lower overall cost than they would with other firms.

The Success Team™

The Success Team™ consists of the professionals who will help the business owner sell or transfer the company. It is best to build this team two to three years before the target date of the sale or transfer. The business owner can use the skill and expertise of these professionals to identify obstacles and to help with the transaction. These professionals often include a team manager, attorneys, tax specialists, IT specialists, wealth managers, insurance advisors, bankers, and coaching organizations.

Industry Comparative Report

Analytical software shows you how your business compares to others in the same industry. Accurate and timely information zooms in on key areas of concern for your company so you can use the knowledge to make improvements. You get a heads-up so you can stay ahead of the competition while preparing for your exit.

Certified Business Transition Expert™

We take our professionals through our own Certified Business Transition Expert™ training process. Once trained, they take their new expertise and work with business owners. Using our B2B Exit® software, our professionals help owners to prepare for the transaction.

Avoiding The Danger Zone

Is your business headed for The Danger Zone? Is trouble lurking around the corner? Don’t get trapped by the numerous business illusions. Learn how to avoid the pitfalls so your business can grow. Avoiding the Danger Zone puts you one step ahead so you know if and when your business is headed for trouble. Learn about exit expectations here so you can get the most out of your business.

Our Locations

We have offices in 40 of the contiguous states in the USA. We serve clients in almost all states. Additionally, many of our clients have foreign divisions or subsidiaries in China, Europe and other countries around the world. Our size and our market share allow us to serve US-based privately held companies with their needs both in the United States and around the world.

Our Educational Resources

We are The Educational Company™ that offers complimentary educational information to owners of US-based privately held companies. Our book, “The Exit Strategy Handbook closes the mental gap between the business owner and the Investment Banking community.” Our complimentary industry benchmark report, The Discovery Analysis™ and The Strategy Session™ are important educational resources for business owners. Additionally, our website has educational text of more than 18,000 words to help business owners.

Acquisition Agreement

Our B2B Exit® Acquisition Services Agreement is important to owners of US-based privately held companies. It separates us from all consulting companies in the United States. Acquiring a business involves securities, whether they are stock and/or other assets that are viewed as securities. The acquisition of these securities often involves interstate and/or intrastate laws. The federal authority for the acquisition of securities is The Financial Industry Regulatory Authority (FINRA) which is a regulatory body charged with governing business between brokers, dealers and the investing public. Our B2B Exit® Acquisition Services Agreement complies with FINRA rules and regulations, which gives confidence to the companies that engage our partners for acquisition services.

Exit Agreement

Our B2B Exit® Services Agreement is important to owners of US-based privately held companies. It separates us from all consulting companies in the United States. Selling a business involves the sale of securities, whether stock and/or other assets that are viewed as securities. The sale of these securities often involves interstate and/or intrastate laws. The federal authority for the sale of securities is The Financial Industry Regulatory Authority (FINRA) which is a regulatory body charged with governing business between brokers, dealers and the investing public. Our B2B Exit® Services Agreement complies with FINRA rules and regulations, which gives confidence to the companies that engage our partners for exit services.