We partner with million-dollar brands to help them GROW, SCALE, and EXIT their business
"The strength of the wolf is the pack, and the strength of the pack is the wolf." - Rudyard Kipling
Explore a selection of our team's notable portfolio companies.
Our team has successfully elevated six distinct companies to the Inc. Fastest Growing list.
BUSINESS GROWTH LIFE CYCLE
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 * ~ CPG ** ~ Corporate Training * ~ Document Preparation ~ Medical Equipment * ~ Telecom Infrastructure * ~ Beauty + Cosmetics * ~ Business Services * ~ Software As A Service * ~
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 * ~ CPG ** ~ Corporate Training * ~ Document Preparation ~ Medical Equipment * ~ Telecom Infrastructure * ~ Beauty + Cosmetics * ~ Business Services * ~ Software As A Service * ~
OUR ADVISORY BOARD
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Roland Frasier, Advisor
1,000+ acquisitions + exits
6 INC Fastest Growing Cos
$4B+ Portfolio Sales
7 $100M Companies Built
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Grant Teeple, Advisor
M&A Attorney
Buy + Sell Side Acquisitions
$1B+ In Transactions
Founder of Teeple Hall, LLP
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Ryan Deiss, Advisor
Marketing + Growth
Founder DigitalMarketer
17 acquisitions + exits
Seven 8-Figure Businesses
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Richard Lindner, Advisor
Co-Founder at Scalable.co
Operations + Optimization
Leadership, Management
5 Acquisitions + Exits
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DeAnna Rogers, Advisor
Founder of Evolve Events
Inside Sales, Monetization
Recruiting + Logistics
Live + Virtual Events
FOCUS #1: INCREASING SALES
LEVERAGED SALES
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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
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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
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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.
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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
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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
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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
