Growth & Exit Planning

Workshops and consulting that help you maximize the value of your business and engineer your ideal exit.

Do You Want to Grow and Exit Your Company?

First, Clarify Your Target

Do you struggle answering these questions?

  • What are all my exit options?
  • What should I do now to maximize the value of my exit?
  • How will my exit option(s) impact how much money I get?
  • What would happen to my employees if I sold?
  • How much is my company worth?
  • Should I sell to an insider(s) or to a 3rd party?
  • Will I have to stay around if I sell?

Start With The Clarity Day Workshop

The first step to a Growth and Exit Plan is the Phase 1 – Clarity Day Workshop. Our Facilitator comes onsite to you for a day, which is broken into 5 parts based on the 5 Growth & Exit Planning Principles. The principles are the foundation for getting you clear on your ideal exit and how to maximize the outcome you want.

 

The 5 Principles

More about the 5 Principles

Clarity Day: Workshop Agenda

Clarity Day is for you, the business owner(s), and is hosted onsite at your office or at an agreed upon offsite location. The workshop kicks off at 8:30am and goes to 5pm with a short break in the morning and afternoon and 1 hour for lunch. The day is broken into 5 sections, one for each of the 5 Principles, followed by a final closing session that ties everything together.

Your Vision

  • Finding your entrepreneurial ‘Why’ to determine your ‘what’
  • Your 5 core growth & exit planning objectives
  • Growth & Exit Planning outcome statement

Financial Targets

  • Business valuation & results overview
  • Case study exercise
  • Value GAP exercise – identify where you are today and where you want to be
1

Exit Options

  • Exit options workbook
  • Exit options exercise: analyzing your objectives in light of various exit options

Growth & Value Drivers

  • The Value Builder Assessment™ results overview
  • Value driver exercise on top 3 drivers

Team of Advisors

  • Discussion on areas of expertise, roles and technical knowledge needed
  • Team of Advisors analyzer
Z

GEXP Vision Board™

  • We close the day by tying it all together on and making sure you have actionable steps to execute on
  • Complete the GEXP Vision Board™

Your Vision

  • Finding your entrepreneurial ‘Why’ to determine your ‘what’
  • Your 5 core growth & exit planning objectives
  • Growth & Exit Planning outcome statement

Financial Targets

  • Business valuation & results overview
  • Case study exercise
  • Value GAP exercise – identify where you are today and where you want to be
1

Exit Options

  • Exit options workbook
  • Exit options exercise: analyzing your objectives in light of various exit options

Growth & Value Drivers

  • The Value Builder Assessment™ results overview
  • Value driver exercise on top 3 drivers

Team of Advisors

  • Discussion on areas of expertise, roles and technical knowledge needed
  • Team of Advisors analyzer
Z

GEXP Vision Board™

  • We close the day by tying it all together on and making sure you have actionable steps to execute on
  • Complete the GEXP Vision Board™

Is The Clarity Day Workshop Right For You?

Design & Implementation

After the Clarity Day Workshop, you can choose to design and implement your own Growth & Exit Plan or hire GEXP Collaborative. The Design Phase is where everything comes together and everyone gets on the same page. Your end goal is clear and everyone knows what they should be doing. The result is a dynamic plan focused on what you want and a team that is held accountable during ongoing implementation until you achieve your end goal.

 

The GEXP Process™

More about The GEXP Process

How To Get Started

Still not sure whether the Clarity Day Workshop is for you, or you have questions about the Growth & Exit Planning process?  Then let’s jump on a call. We understand your time is valuable so we won’t waste it. We’ll discuss what you want to accomplish, how our process works and make a clear determination if there is a fit or not. Either way, you’ll walk away with a good experience and some resources to look into! 

45-Minute Phone Call

We want to learn about your business, goals and objectives. Then we will share our history, the GEXP Team™ and the GEXP Process™. At the end of the meeting, you’ll have a clear vision on whether or not you are ready for (or in need of) a growth and exit plan.

Clarity Day Workshop

After the phone call is the Clarity Day Workshop. We dive into the 5 Growth & Exit Planning Principles. You will see clearly where you are now and how to get where you want to go. At the end of the day, you’ll know what your exit options are, what financial targets you need to hit, how to maximize the value of the business and how to build a team to get you there.

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