Intentional Growth™ Digital Course
Grow the value of your company with an end in mind by using the 5 Principles
The 5 Intentional Growth™ Principles
36 videos, 5+ hours and dozens of supporting exercises based on the two day Intentional Growth™ Boot Camp
Overview of 'Your Drivers' and Vision Wheel
The Intentional Growth™ Assessment
Identifying Your Stakeholders & What You Want for Them Long-Term
Principle #1 Wrap Up // Vision Board
Podcasts Related to Principle #1 - Your Drivers (SUPPLEMENTAL & OPTIONAL MATERIAL)
Overview of the Three Financial Targets 1.) Target Income 2.) Net Worth 3.) Business Valuation
Enterprise vs Equity Value
Intrinsic (Financial) vs. Transaction (Strategic) Valuation & Methods to Value a Business
EBITDA and Normalized EBITDA
Multiples of EBITDA and WACC (Weighted Average Cost of Capital)
Company Specific Risk and Long Term Value Creation
Case Studies - WACC and Enterprise vs Equity
Case Studies - Financial Targets and Net Proceeds
Asset vs Stock Sale and Typical Deal Structures
Net Proceeds Calculation and Case Study Examples
Principle #2 Wrap Up // Vision Board
Podcasts Related to Principles #2 - Financial Targets (SUPPLEMENTAL & OPTIONAL MATERIAL)
The 5 Exit Options and the Difference Between Your Ownership / Management Roles
Exit Option #1 - Internal Transfer / Buyout
Exit Option #2 - Acquisition Entrepreneur
Exit Option #3 - ESOP (Employee Stock Ownership Plan)
Exit Option #4 - Private Equity Firms
Exit Option #5 - Strategic Buyers
Exit Options Attribute Comparison Chart
Principle #3 Wrap Up // Vision Board
Podcasts Related to Principle #3 - Exit Options (SUPPLEMENTAL & OPTIONAL MATERIAL)
Creating Sustainable, Predictable and Transferable Cash Flow
The 8 Value Drivers (Functional Areas) of a Business
Value Driver #1 - Strategic Planning
Value Driver #2 - Timely, Accurate and Useful Financials
Value Driver #2 [A] - The 3 Financials Statements
Value Driver #2 [B] - Tying all 3 Financial Statements Together
Value Driver #2 [C] - Using the Income Statement to Calculate EBITDA and Enterprise Value
Value Driver #2 [D] - Trailing 12 Months (TTM)
Value Driver #2 [E] - Annual Budget
Value Driver #2 [F] - Outyear Projections
Value Driver #2 [G] Value Growth Projections // Vale GAP Analysis
Intentional Growth™ Financial Assessment (based on the financial foundation videos)
Value Driver #3 - Sales & Marketing
Principle #4 Wrap Up // Vision Board
Podcasts Related to Principle #4 - Increase Value (SUPPLEMENTAL & OPTIONAL MATERIAL)
Building the Team, Areas of Expertise and Levels of Advice
The Difference Between Investment Bankers, Brokers and the Process of Selling to a 3rd Party
Principle #5 Wrap Up // Vision Board
Podcasts Related to Principle #5 - Team of Advisors (SUPPLEMENTAL & OPTIONAL MATERIAL)
Intentional Growth™ Training Wrap Up and Next Steps
Next Steps // Intentional Growth™ Phase 2 // Fractional CFO Services Discovery Call
Whether you want to acquire, sell or just grow a valuable business, you'll learn what you need to know about business valuations, deal structures and how to calculate net proceeds.
Learn how to create a strategic plan that identifies where you should invest your time, energy and money in the business and how to align it with a target EBITDA and valuation.
Learn about the 5 major exit options (Internal, Search Funds, ESOPs, Private Equity and Strategic Buyers) so you can be ready to transition your management role or exit your ownership whenever you are ready
Downloadable Excel Template
Intentional Growth™ Assessment, Value Growth Exercise and More
“After going through the course I realized that 70% of the things we were working on in the business for the last few years were not creating long term value. I now have a clear EBITDA and valuation we are woking toward and have strategies in place to make sure we are able to have the freedom of choices to do what we want with the business. that creating valuable companies that created generational wealth and freedom.”
Jim Fritz - CEO Kennedy Blue & The Wedding Shoppe“During and after attending the boot camp, we clearly understood that our organization was not focused on the right things. Now we have a strategic plan to focus our team on increasing the value of the company through business diversification, process documentation and working on employee development. This will help our owners have a multitude of options that will help them meet their individual personal and financial goals when planning the eventual business transition.”
Dave Girouard - CFO of Rack Processing“I am an avid learning and I'm always looking for the best information and strategies to work on for our companies. Since going through the Intentional Growth™ we've streamlined our corporate structure and cleaned up our financials so we can continue to grow in the right way (value) and be ready to acquire or sell whenever the opportunities arises. ”
Ryan Blundell - CEO of Master Technology GroupRyan & Pat give you the best information you need to intentionally grow the value of your company with an end in mind based on their extensive experience in mergers & acquisitions and decades of running multimillion-dollar companies.
Absolutely. We only ask that you schedule a call with us to give us your feedback about why and what we could have done differently in order to make you feel like you got the value you were looking for.
- 36 videos with both instructors - Downloadable exercises - Net proceeds excel template - Value growth exercise - 30 minute consulting call at the end of the course
Yes, we make all the materials that are referenced in the course downloadable to their native format.
The course comes with one complimentary 30 minute consulting call to review your vision board at the end and discuss any topics you may have questions on.