FOCUS #1: INCREASING 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
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
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
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
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
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.
Identify Potential Buyer Pool
Identify Potential Buyer Pool
Service Focused
Prosperity Mindset
Impeccable Integrity
B2B + B2C Services
e-Learning | SaaS
Franchise | Events | Media
Sales Range: $500k-$60MM
EBITDA/SDE: $250k - $30M
Service Focused
Prosperity Mindset
Impeccable Integrity
B2B + B2C Services
e-Learning | SaaS
Franchise | Events | Media
Sales Range: $500k-$60MM
EBITDA/SDE: $250k - $30M
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
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 transactions conducted through StillPoint Capital, Member FINRA / SIPC Tampa, FL. Certain members of Callanan Financial Advocates are Registered Representatives of the broker dealer. Callanan Financial Advocates are not affiliated entities. For more information on Registered Representatives or Broker Dealers please visit FINRA Broker Check.
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© Copyright 2023 - Callanan Financial Advocates -All Rights Reserved.
Securities transactions conducted through StillPoint Capital, Member FINRA / SIPC Tampa, FL. Certain members of Callanan Financial Advocates are Registered Representatives of the broker dealer. Callanan Financial Advocates are not affiliated entities. For more information on Registered Representatives or Broker Dealers please visit FINRA Broker Check.
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© Copyright 2023 - Callanan Financial Advocates -All Rights Reserved.
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