Our Process

Here’s just a few of our team’s portfolio companies. Our team has put six different companies on the Inc. Fastest Growing List.

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A Proven System for Growth

24 Industries: *To $10M+  |   7 **To $100M+   |   1 ***To $1B+

  • Medical Billing **
  • eLearning *
  • Commercial Real Estate **
  • Residential Real Estate ***
  • Trade Shows/Events *
  • Sporting Goods *
  • Direct Response **
  • Restaurants **
  • Machine Manufacturing **
  • Sporting Goods *
  • Pet Products *
  • Mastermind Groups *
  • Supplements *
  • Real Estate Training *
  • Online Casinos *
  • eCommerce *
  • CPG **
  • Corporate Training *
  • Document Preparation
  • Medical Equipment *
  • Telecom Infrastructure *
  • Beauty + Cosmetics *
  • Business Services *
  • Software As A Service *
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Our Advisory Board

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Business Growth Life Cycle

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3 Primary Areas of Focus

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FOCUS #1: INCREASING SALES

LEVERAGED SALES

More Sales + More Profit = Scalability

Sales Case Study

Grew $360k per year ecommerce business 86X to $31M year. Added products to digital info sales, brought in professional management. Exited to billion-dollar company

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FOCUS #2: INCREASING PROFIT

BANKABLE PROFIT

More Profit + More Value = Optionality

Profit Case Study

Redesigned business model of rapidly growing professional services company to increase profits 300%, reduce staffing needs and lower operating costs by 67%

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FOCUS #3: INCREASING VALUATION

TRANSFERABLE VALUE

Increased Sales + Higher Value = Momentum

Valuation Case Study

Grew digital publishing company revenue by 3X and profits by 12X, repositioned business model and acquired additional products to increase value 30X.

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How we work together

assess-1-B

Assess

What Is Success? Why?
Tax/Ownership Structure,
Business Model + TAM,
Core Beliefs, Values + Mission,
KPIs, Reporting + Budgeting,
Leadership Score + Review,
Systems, SOPs + Automation,
Customer Success, NPS/CSS,
Recruit, Train, Comp/Benefits,
Tech Stack + Vendor Analysis,
Review/Assess Cost Structure

improve-1-B

Improve

Test Price Increases,
Price/Margin Pocket Waterfall,
< Internal Costs + Automate,
< External Costs + Re-Source,
Optimize Value Ladder + Funnel,
Improve Creative + Targeting,
Add Media Channels + > Spend,
+> Inbound + Outbound Sales,
+> Partners, Affiliates + Referral,
+> Earned, Owned, Paid Media,
Acquisitions for Growth

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Exit

Optimize Valuation Levers,
Internal CDD, LDD + FDD,
Entity + Personnel Documents,
Identify Potential Buyer Pool,
Prepare One-Sheet,
Solicit IOIs + Secure NDAs,
Prep Deck, CIM + Data Room,
Negotiate + Review LOIs,
Negotiate APA/EPA/SPA,
Buyer CDD/LDD/FDD,
Escrow, Close + Integration

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Do you qualify to work with us?

  • Character

    Service Focused, Prosperity Mindset and Impeccable Integrity

  • Industry

    B2B + B2C Services, e-Learning, SaaS, Franchise, Events, and Media

  • Financial

    Sales Range: $500k-$60MM, EBITDA/SDE: $250k - $30MM

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Application & Decision Process

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