We Partner With Million Dollar Brands To Help Them Grow, Scale, and Exit Their Business
We Partner With Million Dollar Brands To Help Them Grow, Scale, and Exit Their Business
Here’s Just a Few of Our Team’s Portfolio Companies
Our Team Has Put Six Different Companies on the Inc. Fastest Growing List
Here’s Just a Few of Our Team’s Portfolio Companies
Our Team Has Put Six Different Companies on the Inc. Fastest Growing List
Roland Frasier,
Advisor
1000+ acquisitions + exits
6 Inc. Fastest Growing Companies
$4B+ Portfolio Sales
7 $100M Companies Built
Grant Teeple,
Advisor
M&A
Buy + Sell Side Acquisitions
$1B+ In Transactions
Founder Of Teeple Hall, LLP
Ryan Deiss,
Advisor
Marketing + Growth
Founder DigitalMareketer
17 acquisition + exits
Seven 8-Figure Businesses
Richard Lindner,
Advisor
Co-Founder at Scalable.co
Operations + Optimization
Leadership Management
5 Acquisitions + Exits
DeAnna Rogers,
Advisor
Founder Of Evolve Ents
Inside Sales, Monetization
Recruiting + Logistics
Live + Virtual Events
Roland Frasier,
Advisor
1000+ acquisitions + exits
6 Inc. Fastest Growing Companies
$4B+ Portfolio Sales
7 $100M Companies Built
Grant Teeple,
Advisor
M&A
Buy + Sell Side Acquisitions
$1B+ In Transactions
Founder Of Teeple Hall, LLP
Ryan Deiss,
Advisor
Marketing + Growth
Founder DigitalMareketer
17 acquisition + exits
Seven 8-Figure Businesses
Richard Lindner,
Advisor
Co-Founder at Scalable.co
Operations + Optimization
Leadership Management
5 Acquisitions + Exits
DeAnna Rogers,
Advisor
Founder Of Evolve Ents
Inside Sales, Monetization
Recruiting + Logistics
Live + Virtual Events
BUSINESS GROWTH LIFE CYCLE
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.
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.
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%.
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%.
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.
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.
How we will work together.
ASSESS
What Is Success? Why?
Tax/Ownership Structure
Business Model + TAM
– Total Adjustable Market.
Core Beliefs, Values + Mission
KPIs – Key Performance Indicators, Reporting + Budgeting
Leadership Score + Review
Systems, SOPs – Standard Operating Procedures + Automation
Customer Success, NPS – Net Promoter Score/CSS – Customer Satisfaction Score
Recruit, Train, Comp/Benefits
Tech Stack + Vendor Analysis
Review/Assess Cost Structure
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
EXIT
Optimize Valuation Levers
Internal CDD – Commercial Due Diligence, LDD – Legal Due Diligence + FDD – Financial Due Diligence
Entity + Personnel Documents
Identify Potential Buyer Pool
Prepare One-Sheet
Solicit IOIs – Indication of Interest + Secure NDAs – Non-Disclosure Agreements
Prep Deck, CIM – Confidential Information Memorandum + Data Room
Negotiate + Review LOIs
Negotiate APA – Asset Purchase Agreement/EPA – Entity Purchase Agreement/SPA – Stock Purchase Agreement
Buyer CDD – Commercial Due Diligence/LDD – Legal Due Diligence/FDD
– Financial Due Diligence
Escrow, Close + Integration
How we will work together.
ASSESS
What Is Success? Why?
Tax/Ownership Structure
Business Model + TAM – Total Adjustable Market
Core Beliefs, Values + Mission
KPIs – Key Performance Indicators, Reporting + Budgeting
Leadership Score + Review
Systems, SOPs – Standard Operating Procedures + Automation
Customer Success, NPS – Net Promoter Score/CSS – Customer Satisfaction Score
Recruit, Train, Comp/Benefits
Tech Stack + Vendor Analysis
Review/Assess Cost Structure
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
EXIT
Optimize Valuation Levers
Internal CDD – Commercial Due Diligence, LDD – Legal Due Diligence + FDD – Financial Due Diligence
Entity + Personnel Documents
Identify Potential Buyer Pool
Prepare One-Sheet
Solicit IOIs – Indication of Interest + Secure NDAs – Non-Disclosure Agreements
Prep Deck, CIM – Confidential Information Memorandum + Data Room
Negotiate + Review LOIs
Negotiate APA – Asset Purchase Agreement/EPA – Entity Purchase Agreement/SPA – Stock Purchase Agreement
Buyer CDD – Commercial Due Diligence/LDD – Legal Due Diligence/FDD – Financial Due Diligence
Escrow, Close + Integration
DO YOU QUALIFY TO WORK WITH US?
Character
Service Focused
Prosperity Mindset
Impeccable Integrity
Industry
B2B + B2C Services
e-Learning | SaaS
Franchise | Events | Media
Financial
Sales Range: $500k-$60MM
EBITDA/SDE: $250k - $30M
DO YOU QUALIFY TO WORK WITH US?
Character
Service Focused
Prosperity Mindset
Impeccable Integrity
Industry
B2B + B2C Services
e-Learning | SaaS
Franchise | Events | Media
Financial
Sales Range: $500k-$60MM
EBITDA/SDE: $250k - $30M
Our Application and Decision Process
CERTIFICATIONS & LICENSES
Accredited Asset Management Specialist (AAMS)
Accredited Investment Fiduciary (AIF)
Cash Balance Consultant (CBC)
Certified Exit Planning Advisor (CEPA)
Certification for Long Term Care (CLTC)
Certified Value Builder (CVB)
Retirement Income Certified Professional (RICP)
Series 7, 24, 63, 66, 79, 82
FL 215 -Life Insurance with Annuity & Health
Florida Real Estate Sales Associate-SL689638
Florida Mortgage Loan Originator #388277
Florida Notary Public
CERTIFICATIONS & LICENSES
Accredited Asset Management Specialist (AAMS)
Accredited Investment Fiduciary (AIF)
Cash Balance Consultant (CBC)
Certified Exit Planning Advisor (CEPA)
Certification for Long Term Care (CLTC)
Certified Value Builder (CVB)
Retirement Income Certified Professional (RICP)
Series 7, 24, 63, 66, 79, 82
FL 215 -Life Insurance with Annuity & Health
Florida Real Estate Sales Associate-SL689638
Florida Mortgage Loan Originator #388277
Florida Notary Public
Securities are offered through Finalis Securities LLC. Member FINRA / SIPC. Callanan Financial Advocates is not a registered broker-dealer, and Finalis Securities LLC and Callanan Financial Advocates are separate, unaffiliated entities. Finalis Privacy Policy | Finalis Business Continuity Plan | FINRA BrokerCheck
www.TheChiefExitOfficer.com (the "Callanan Financial Advocates Website") is a website operated by Callanan Financial Advocates, a privately held Florida limited liability company. Callanan Financial Advocates provides Estate Planning, Financial and Strategic Advisory, Consulting Services, Mergers and Acquisition Services, Fairness Opinions, Exit Planning and more.
© Copyright 2023 - Callanan Financial Advocates -All Rights Reserved.
Securities are offered through Finalis Securities LLC
. Member FINRA / SIPC. Callanan Financial Advocates is not a registered broker-dealer, and Finalis Securities LLC and Callanan Financial Advocates are separate, unaffiliated entities.
| Finalis Business Continuity Plan
(the "Callanan Financial Advocates Website") is a website operated by Callanan Financial Advocates, a privately held Florida limited liability company. Callanan Financial Advocates provides Estate Planning, Financial and Strategic Advisory, Consulting Services, Mergers and Acquisition Services, Fairness Opinions, Exit Planning and more..
© Copyright 2023 - Callanan Financial Advocates -All Rights Reserved.
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