The Best Model for Owners
SAN FRANCISCO • Industry experience in Financial Services, Telecommunications, Consumer Products, Software & Hardware, Medical Device and Defense.
Business Owners Tell Us...
They have a vision of elevating their business one day.
Someday.
Goals
Owner goals are typically to build a successful business, run it for several years, transition with desired wealth, leave a lasting legacy, and take care of your employees, customers and family.
Vision
Business owners have a vision, and the intention, to elevate the value of their business to a rewarding level, someday in the future.
Reality
But, running the business takes all of their time, money, and focus. Elevating the business becomes overwhelming and gets postponed.
Meanwhile...
Investors currently have trillions of dollars in dry powder not in play. They are looking to invest in businesses on a minority or control basis. Either way, they are looking for businesses that can scale.
They are looking for Exit Ready Businesses.
Inflection Points
Owners may not realize that investor’s view investments based on a ladder with inflection points marked by annual revenue. For example, a business at a $25M inflection point would be attractive to investors interested in scaling it to the next inflection point, or $50M.
Scaling Requirements
Every inflection point brings with it adjustments to the business model, team, and financing strategy. A $50M business has vastly different requirements than a $25M business.
Results
As a business moves up through the inflection point cycles, there are different investors involved. Private, Angel, Venture Capital, Private Equity and Family Office investors all play at different inflection points.
We Get You Exit Ready
We help business owners orchestrate a successful outcome.
Orchestrate the Team
We Empower Your Team
Arrow Up Staging orchestrates mini business plans (MBPs) utilizing your team.
We develop them to manage complex initiatives on time, within budget, within an acceptable payback period and with full accountability.
We coach and assist them every step of the way.
Deliver a Roadmap
12-18 Month Roadmap
Initiatives are tracked against KPIs in an automated dashboard for full visibility.
The team defines the tactics and key deliverables to meet the overall objectives.
We can assist and provide subject matter experts as needed.
Get Exit Ready
Get Exit Ready
Based on the current position of the business, several teams may be formed to meet requirements of Exit Readiness.
Arrow Up Staging leaders are assigned to each team.
Exit Ready Is a Clear Win for Business Owners
Scale or Exit?
When a business is Exit Ready, owners can confidently be in a position to either “Keep and Scale” or “Sell and Exit” at their discretion and have a great outcome.
Either way, the business owner wins.
