We Partner With Million Dollar Brands To Help Them Grow, Scale, and Exit Their Business
A Few of Our Team’s Portfolio Companies
Our Team Has Put Six Different Companies On The Inc. Fastest Growing List
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 *
MEET OUR TEAM
Harriet Houston
Creative Director
Harriet Houston
Creative Director
Harriet Houston
Creative Director
As a DigitalMarketer Certified Partner, we will apply the same marketing frameworks and strategies DM uses in order to help companies such as:
OUR ADVISORY BOARD
Roland Frasier, Advisor
- 1,000+ acquisitions + exits
- 6 INC Fastest Growing Cos
- $4B+ Portfolio Sales
- 7 $100M Companies Built
Grant Teeple, Advisor
- M&A Attorney
- Buy + Sell Side Acquisitions
- $1B+ In Transactions
Ryan Deiss, Advisor
- Marketing + Growth
- Founder DigitalMarketer
- 17 acquisitions + exits
- Seven 8-Figure Businesses
Richard Lindner, Advisor
- Operations + Optimization
- Leadership, Management
- 5 Acquisitions + Exits
DeAnna Rogers, Advisor
- Inside Sales, Monetization
- Recruiting + Logistics
- Live + Virtual Events
S+P+V = EXIT READY
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 #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
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
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, 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
COMMUNICATIONS CADENCE
Strategic Planning
- Quarterly Strategic Planning Via Zoom
- Founder’s Board 3x Per Year
- Epic Board 3x Per Year
Ad-Hoc Check-In
- Slack Channel
- Text / Phone
Review
- Monthly: KPI Review + Advisory
- Quarterly: Board Meeting Via Zoom
- Annual: Board Meeting In Person in San Diego, CA
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 – $60M
- EBITDA/SDE: $250k – $30M
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