Welcome! 

Thanks for inquiring about Marigold Resources' complimentary or paid products, and commission based services.

These complimentary and confidential assessments linked above are proven tools that help confirm your endgame team is aligned for a successful exit strategy. 

• Option 1: Complimentary Endgame Reports:  Value Builder Score, Personal Readiness to Exit Score, Freedom Point Score  
• Option 2: Fully Reviewed Estimate of Value ($1,500-$3,000) 
• Option 3: Our Day in Davenport 1:1 Workshop ($3,500)
• Option 4: Exclusive 12 Month Listing Agreement ($5,000 - $15,000) plus Commission*
• Option 5: Value Builder System Coaching or Self-Help Tools ($99/mo to $950/mo)

All engagement fees you invest are qualified for rebating back to you upon the sale of your business.

And, whether you engage Marigold now or later, please send us your preferred mailing address and we will send you a complimentary copy of the books, "The Art of Selling Your Business" and "Built to Sell." (Contact details and a video by the author are below.)

---

Option 1: Complimentary Endgame Reports 

Value Builder Score 

Kick-off your Estimate of Value engagement by getting your complimentary Value Builder Score. 

You will receive by e-mail a one-page summary report of how buyer-ready your business is on a scale of 0 to 100. 

Businesses that score 90+ will double the value and double the offers that owners of average scoring (50-55) businesses receive. 

This methodology was developed by John Warrillow, author of the book Built to Sell.
Your business' Value Builder Score is informed by the confidential responses and scores from over 60,000 business owners world-wide.

Watch the <2min video below for a quick overview.

Your business' Value Builder Score is generated from the answers you provide in an easy-to-answer online questionnaire.

Most business owners complete the questionnaire in about 15 minutes. 
Nearly all the questions are multiple choice.

Screen shot below of questions 12 & 13.

Your responses about current circumstances with customers, staff and vendors are combined with responses about future scenarios such as, "How would your business fare if you went on vacation for three months?"

The Value Builder questions are organized by the 8 Key Value Drivers that buyers measure to establish your business acquisition's risks and rewards.

We highly recommend investing 20 minutes to watch the easy-to-follow, short 2+ minute videos about each 8 Key Value Drivers at this link here: www.marigold.mobi/8.

The Value Builder System founder John Warrillow narrates these videos, and he provides easy to understand insight into how buyers will view acquiring your business.

You can view/download the .pdf below, which has a summary of the 8 Key Value Drivers, as well as a print out of all the Value Builder Score questions (with sample answers). 

Start your complimentary Value Builder Score at this link here. 

Depending on the industry, businesses which score an average 55 typically see offers 3.5X pre-tax profits. 

Businesses with Value Builder Scores of 80+ are seeing offers 7X pre-tax profits. 

Here's an example of the complimentary one-page Value Builder Summary report you will receive, below.

With this complimentary Value Builder Score Summary Report business owners can estimate on their own what value buyers will likely place on their business, given the rule-of-thumb multiplier metrics stated above. 

Start your complimentary Value Builder Score at this link here.

Personal Readiness to Exit  www.prescore.me - How ready are you to let go? Where do you land on the 4 key drivers for a satisfying and lucrative business exit?

Freedom Point - www.freedompoint.me -  When Was the Last Time You Calculated the % of Your Net Worth Tied to Your Business' Market Value?

Option 2: Fully Reviewed Estimate of Value & Related Services 

Your Estimate of Value Engagement includes: 

• Value Builder Score Review & Consult 
• Pre-Tax Profits (EBITDA & SDE) Recasting from 3 Years Prior Financials/Tax Returns (example below) 
• Value Builder Score Response Updating 
• The full Value Builder Report with Estimate of Value Grid, Scoring Breakout & Questions for your Deal Team Advisors (example below) 
• Scenario Planning Exercise for Future Valuation (example below) 
• Sold Businesses Comps Report & Review (example below) 
• Personal Readiness to Exit or PRE-Score Access & Review 

* Any Estimate of Value fees can be credited towards future Exclusive Listing Agreement (ELA) Engagement fees (ranging from $5k-$15K depending on the business) and all fees are eligible to be 100% rebated back upon the sale of the business. A copy of Marigold's ELA (3 pages) is linked below.

Below is an example of the Pre-Tax Profits Recasting generated upon receiving the business' last three year's income statements and/or tax-returns, and YTD income statement:

Here’s a sample of The Value Builder Report.
An example of the Scenario Planning for future valuation exercise is on the last page. 

Below is a screenshot of the top half of page 4 which showcases the business' current Estimate of Value and future valuation with an associated Value Builder Score improvement.

Below is an example of a Sold Businesses Comps Report utilized to measure recent trends in pricing as a factor of gross sales and cash flow.

Option 3: Our Day in Davenport Workshop 

1. Estimate of Business' Value 
2. Exit Strategy Action Steps 
3. Deal Team Alignment 

• Value Builder Score Analysis 
• Fully Reviewed Estimate of Value 
• Deal Team Review & Professional Referrals 
• Top 3 Future Valuation Drivers 
• Up to 3 Value Builder System Engagement Modules
• Personal Readiness to Exit Score & Exit Checklist  
• Q&A on Exclusive 12 Month Listing Agreement & Related Services  
• Historic Downtown Hotel Marriott Stay 
• All Meals & Recreational Activities

Option 4: Exclusive 12 Month Listing Agreement  

• All Estimate of Value Reporting & Value Builder Exercises 
• All Marketing & Advertising Expenses 
• All Creative Services & Administration Expenses 
• Deal Team Communications & Project Management 
• Due Diligence Documentation Management  
• Staff Organization Chart Building 
• Customer and Vendor Concentration Analysis 
• AR and AP Aging Analysis 
• Balance Sheet and Working Capital Analysis 
• Confidential Blind Profile Copywriting 
• Prospective Buyer List Building & Sourcing 
• Confidential Information Memorandum Copywriting & Publishing 
• Confidential Reserve Buyer Marketing 
• Confidential Worldwide Marketing
• Buyer Confidentiality NDA & Screening
• Buyer-Seller Conference Call Coordination 
• Buyer-Seller On-Site Meeting Coordination 
• Buyer Question Management & Answer Distribution 
• Purchase Offer Development & Analysis
• Transactional Attorney & Taxation Accounting Referral
• Deal Structuring & Negotiation
• Hassle Free Due Diligence Fulfillment
• Closing Documentation Coordination
• Secure Project Management & Archiving

Copy of Exclusive Business Listing Agreement with Terms & Conditions Below

* Any Estimate of Value or Day in Davenport workshop fees paid prior to listing the business can be credited towards the engagement retainer, and all fees are eligible to be 100% rebated back upon the sale of the business.

Option 5: Value Builder System Coaching or Self-Help Tools 

For businesses that need to grow value prior to going to market, Marigold provides owners Value Builder System services & coaching.

Below is a a two page .pdf overview of the full Value Builder System coaching modules.  This coaching engagement is customized to suit the business and owner and begins at $950/month.

During Marigold's Our Day in Davenport workshop, business owners are taken through up to three of these 12 Value Builder System modules, based on the 3 Value Drivers their business can benefit the most from.

Some business owners wish to access the Value Builder System tutorial videos and exercises on their own and even invite their leadership team into the tools as well.  Marigold provides this self-guided access to these powerful and effective tools for only $99/month.

Here's a short video about the Value Builder System. 

---

Why does Marigold use the Value Builder System? 

• The Value Builder System provides the most insightful and most effective methodology. 
• The Value Builder System helps our customers get measurable results. 

We've had such success with Value Builder that we've been guest speakers at the Value Builder summit in February, 2020 in Denver, Colorado.
.
Marigold's two managing partners, Chris Barnard and Todd McGreevy have both served on Value Builder's international Advisory Board.

And, Marigold is cited in Value Builder's founder John Warrillow's most recent book "The Art of Selling Your Business" as editors and key contributors. 

Just ask, and we'll send you a complimentary copy of this must-have book. 

Watch John's 4 minute video about this book below.

Contact Chris Barnard or Todd McGreevy, managing partners at Marigold Resources with any questions . . .  or to request your complimentary "The Art of Selling Your Business" book. 

E-mail both at info@marigoldresoures.com, or call 563-424-5707.