DISCLAIMER:
We do not have partnerships or LPs secured for our fund and this deck is incomplete. This is designed to simply convey where we are going.
A CORPORATE COUNTRY CLUB FOR
ORGANIZATIONS DESTINED TO EXIT
Members-Only
The Team
The Club & Ranch
The Summary
CONTENTS:
A UNIQUE
PRIVATE
FUND
The Model
1
THE
MODEL
PRIVATE EQUITY... RETHOUGHT
The fund is an exclusive equity investment vehicle for club members:
FUND
MENTORSHIP
MEMBERSHIP
TECH
RANCH
CONTENT
PARTNERSHIP
A FUND FOR M&A:
The fund is seeking leaders who believe mergers and acquisitions is key.
Our fund might be able to be of help to fund that M&A growth.
THIS WILL BE THE GREATEST TRANSFER OF WEALTH AND THE BEST ERA FOR M&A
BOOMERS
MILLENNIALS
GEN Z
WILL WE SEE YOUR EXIT?... WILL WE SEE YOU AT
Of M&A transactions in 2018, 15% were acquisitions of tech companies
(more than any sector).
682 tech companies were purchased
by companies in an industry non-tech,
while 655 were acquired by tech.
*according to data compiled by Thomson Reuters.
↑ BOOMERS
Aging Baby Boomers w/ No Business Heir
↓ DIFFERENTIATION
Firms Struggling To Create Differentiation
↑ STRATEGIC M&A
Picky And Strategic Buyers About Alignment
↓ MARGINS
People-Driven Models Leaving Tight Margins
↑ TECH BUYS
Value-Added Tech Companies Folded-In
↓ VALUATIONS
Tech Reducing Traditional Firm Value
This window in time is only leverageable via technology - our most potent weapon
A UNIQUE ‘WINDOW IN TIME’ FOR TECH AND M&A
↑ EXITS
The Exit-Motivated Players Increasing
↓ GROWTH
Most Need To Do More With Less Right Now
Qualtrics (qualtrics.com) just sold their SaaS company for $8 Billion to SAP, the international software giant. Qualtrics achieved about $400M in revenue in 2018 (reportedly) but sold for $8B, achieving an ambitious 20X+ revenue.
SaaS Company
Recently Sold
(Over 20X Revenue)
CINC is a powerful real estate platform that keeps you seamlessly engaged with your clients from Hello to Congratulations. Along with best practices, CINC allows you to stay top of mind throughout the home buying process.
SaaS Company
Recently Sold
(19X Revenue)
(In tech-enabled services) “The Transaction Processing sector is trading at an all-time high EV/EBITDA multiple of 18.6x followed closely by Info Services, which witnessed a spike at
17.4x during Q2 2018.”
https://solganick.com/solganick-co-it-services-and-tech-enabled-services-ma-update-ytd-2018/
Tech-Enabled Service Multiples
WE “PARTNER”
WITH EXPERTS
TO TRANSFORM THEIR INDUSTRY
(Via Technology)
CLIENTS = PARTNERS
REVENUE
EBITDA
VALUATION
R.E.V. IS HOW WE INCREASE
YOUR VALUE
SOFTWARE
PRODUCTS
TO SELL/GIVE
(↑REVENUE)
OVERHEAD
OR OPEX
REDUCTION
(↑EBITDA)
IN-HOUSE
PROPRIETARY
TECHNOLOGY
(↑VALUATION)
R.E.V
TECH INFUSION
NEGOTIATION POINTS
#1: ONE-TIME FEES
#2: SERVICES FEES
#3: EQUITY / CARRY
#4: RESTRICTIONS
#5: EXCLUSIVITY
2
THE
TEAM
FUND ORGANIZERS
Great sales and marketing minds have gotten together to create an event that you will want to be a part of and tell your friends about…
Nick Long�Nick is the revenue coach of the future, here today. He has built several businesses with his last 2 companies going from start-up to $30M a year within 4 years. Over his 18-year career as an entrepreneur the companies he has founded, owned and/or invested in have done over $400 million in total revenue.
G. Leavitt�Gaydon Leavitt (G as we call him), a marketing scientist for the last 10 years, has helped over 1,000 small businesses with their marketing in nearly 200 industries. As the creator of “The Marketing Equation”, “Smarketing”, “The Marketing Method”, and many other forms of intellectual property, G is always on the cusp of the easiest customer acquisition methods!
Paul Hatch�Paul took over leadership of the family printing business and grew revenue by over 300% in 10 years and later sold the company. He then launched the first-ever franchise for Corporate Alliance (now Allies). After starting with just 30 members 5 years ago, they now have 300 unique accounts.
CO-CEO Nick Long
NICK LONG is a High Performance Sales Coach, CEO Consultant, Serial Entrepreneur and Investor. He has built several businesses with his last 2 companies going from start-up to $30mm a year within 4 years using the same principals he teaches his Corporate/Private Coaching clients. Over his 18-year career as an entrepreneur the companies he has founded, owned and/or invested in have done over $400M in revenue.
This is done through impacting the lives of an entrepreneur 90 days at a time with an intense focus on daily physical fitness, intentional meditation, being emotionally present for their families and creating a bigger purpose for their lives.
Nick doesn’t operate from a place of theory. His past and current clients have experience massive growth and most have been able to double or triple their incomes inside of 90 days.
SALES, MARKETING, & COACHING LEADERSHIP
CO-CEO Gaydon “G” Leavitt
Gaydon is most known as:
MARKETING, TECHNOLOGY & PRIVATE EQUITY LEADERSHIP
2003
2007
2009
2010 Our SaaS
2001
Sold Popular Vitamin w/ Google Adwords
Early Adopter Of Internet Marketing
Pioneering First Ford Dealership
Internet Dept. (SEO, CRM, Websites etc)
Started New Marketing Agency
At The Beginning Of The Recession
Surpassed Million Dollar Revenue Mark
Life-Changing Automation Realized
By SaaS Product Built For Ourselves
G’s CAREER TIMELINE
11% Net
51% Net = $600k+
$1,200,000
SaaS Epiphany:
Revenue Multiple: 8-12x
2011 SaaS Pivot
Automation Epiphany & Pivot to SaaS
Funding of SaaS with $600k+ per year
Rob Ryan Silicon Valley Legend
Rob Ryan held the record for a long time with his $20 Billion tech exit.
In 2013, G began being mentored by Rob and his method called “Sunflower”, which teaches you how to build a billion dollar exit.
G moved to Salt Lake City, Utah and took some good advice from Rob and his great team that will help to a $100M+ exit.
G and Rob at Rob’s home in Hawaii
PRIVATE EQUITY MENTORED
In 2012, G began being mentored by private equity executives in Utah and spend lots of time in Salt Lake City, Utah at the offices of the largest private equity firm in Utah. G took valuable advice from his mentors that will help in this exit.
Shane
Socrates
ENERGY, SPIRITUAL, AND CONSCIOUSNESS MENTORSHIP
Theodore
Doctor
Miriam
Answers
Marty
Energy
This team of well-curated spiritual and mental mentors will help you shift your life from the inside out - manifesting your dreams more clearly and making things we work on, stick.
CONTENT DIRECTOR Brian Perry
Brian Perry is a content strategist and has produced and directed experiential and lifestyle commercial spots for big brands across the US. With a background in marketing, Brian approaches content with a story telling driven aspects that feel authentic, genuine and unique. Lastly, his involvement with Public Television content has taken him across the globe to document company profiles from the newest advancements in agriculture technology, to AI and business automation.
VIDEO, STORY-TELLING, & PRODUCTION LEADERSHIP
M&A ADVISOR
Don Pierce
Don is most known for his service as:
Nowadays, Don serves on our boards as well as an advisor to the club.
M&A ADVISORY & OPERATIONAL LEADERSHIP
John Anderson
CFO
Justine Beard
VP of Operations
M&A LEADERSHIP
With bookkeeping experience and financial control background, Justine has all the operational knowledge of bookkeeping and controller work. At Insurancero, Justine leads the product team, manages the development and design teams, and fields product requests.
John is most known for:
CFO of 15 public companies in Asia and Australia. John has served as President and CFO at Toolbox OS
Since inception. He is expert at acquiring other profitable businesses, and detailed due diligence. At Insurancero, John serves as CFO of due diligence.
Kingsley Charles
CFO
Kingsley has acted as consultant for dozens of start-ups with revenues up to $200M since his work managing operations with a Fortune 500. He has spent his career working side-by-side with other professionals: Master of Taxation, CPA, CFP’s, accountants, valuation experts and attorneys for over two decades.
Ben Nelson
In-House Counsel
Ben has served 11 years as in-house counsel and 3 years of leading a private law firm and 10 years experience working for firms. He has spent over 1 year helping Insurancero including its creation and launch. Ben also served as CLO and in-house counsel at largest fractional CFO service in US.
Darren Jacklin
Scalability Expert
M&A LEADERSHIP
Darren advises NASDAQ companies but has also trained 157 Fortune 500 companies such as Microsoft, AT&T, Black & Decker, Barclays Bank, and, professional athletes. He is passionate about making a difference in people’s lives, today, Darren is also working as a ‘Philanthro Investor’.
Ken Ashworth
Tax Law Firm
Ashworth & Associates has done tax and tax law work for Google, Facebook, Bill Gates, and other tech companies in situations similar to ours. Ken and his team of tax accountants and tax lawyers serve us in a variety of ways regarding M&A activity as well as tax services. Located in Las Vegas.
Ron Vance
Securities Law
Ron spent 11 years experience running his own securities law practice and multiple years work for other law firms. Currently leading securities practice at Pearson Butler Law Firm doing Reg. D. Offering(s), compliance
To SEC & Utah Securities Commission,
Rules and tips around funding and M&A.
Having over 30 years of business valuation, transaction and business economics consulting experience, Martin has created two industry-leading firms, and has managed hundreds of clients for other professional advisors, and government and corporate clients in various industries.
Martin Hanan
Valuation Expert
EXTENDED TEAM
Phillipa Greenberg
A.I. Expert
Lewis McClam
A.I. Expert
With over 20 years as a technology consultant, Lewis has developed projects using VOIP, Predictive Dialers, Cloud SaaS, Gaming, Extended Realities, & Sales Management. Lewis is an active speaker & thought leader regarding Marketing, Data Aggregation, and Technology.
Phillipa launched her career as a consultant, overseeing the Regulatory/Biometrics & safety division for clinical research firms prior to making the transition to Big-Pharma Analytics. She specializes in the early adoption of emerging tech focused on the outcomes, affordability & accessibility.
Jonathan Speed
Strategic M&A
Jonathan has 35 years of sales, finance, and start-up experience including: raising capital, financial models, and tax projects. Jonathan advises as a board members and also serves on the advisory board of a number of startups - he holds a BA from Brown and is an Emeritus Trustee.
Hal Dibner
Psychology Expert
Hal received his doctorate in psychology in 1981 and went on to become one of an elite group of psychologists to be Triple-Board Certified in Psychoanalysis. Triple-Board Certified Analyst & Business Psychologist for Credentialed Experts, Executives, Employees & Entrepreneurs.
3
DESCRIPTION OF MEMBERS
WE ARE SEEKING
#1: INNOVATIVE LEADERS
#2: BIG INDUSTRIES
#3: M&A ACTIVITIES
#4: TECH DEFICIENCIES
#5: GREAT CULTURES
STORIED
Where exits and valuation uptick gets realized. A true asset to consider in M&A implementation and deal making. At the ranch, we cultivate relationships and gather in order to:
Our golf course, lakes and obstacle courses enable life-changing experiences where we shift life into exit mode.
RESULTS. STORIES. WHAT WILL YOU CREATE AT
Mr. Long & Hard
EATING OUR OWN DOG FOOD
$400K Into Over $7M
“Toolbox OS was invented when G. Leavitt spent $400K to develop his own custom operating system. It added $600K in net profit, generating ROI in year 1 and generated 9 years of those profits until exit. To date, over $7M has been invested in Toolbox technology. $400K was a bargain and a life-changing decision.”
NEW VENTURE
Traded $60K for $250K:
A gentleman wanted to make a CRM for his industry. We got him a complete project and contributed $250K in I.P. for $60K out of pocket.
When you work with Toolbox OS, you don’t pay retail rate for building software and we can contribute intellectual property at a fraction of what it costed us to develop it. Toolbox becomes a major differentiator.
TECHNOLOGY USER
From 7 location to 16 in 90 days
“The simplicity of Toolbox frees up my time to improve and grow our business. I've been able to create consistency with each location that I could only dream of before...
From 7, we quickly grew to 9 locations where we reached a roadblock in expanding. With Toolbox, we reached 12 and now 16 and I now see real potential to expand our business to 25 or 50 locations in the future.”
A Unitedhealthcare Company:
Additional $7M in Revenue In Q4, 2019
Billed over $1.5M in Q4 across ~1,000 users
EQUITY FUNDING
NEGOTIATION POINTS
#1: PPM/USE OF FUNDS
#2: ADVISEMENT
#3: EQUITY STAKE
#4: SPECIAL TERMS
#5: DEAL ROOM
#1 - Potential
4-PART MEMBER APPLICATION & VETTING PROCESS
#3 - Culture
#2 - Leader
#4 - Team
DIFFERENT MEMBER LEVELS HAVE REVENUE, EBITDA, AND OTHER REQUIREMENTS
4
Designed as a co-op (mutual) with club members… Exit Ranch is where exits and valuation uptick gets realized. A true asset to consider in M&A implementation and deal making. At the ranch, we cultivate relationships and gather in order to:
Our golf course, lakes and obstacle courses enable life-changing experiences where we shift life into exit mode.
A STORIED VENUE
‘EXIT RANCH’ IN IDAHO, USA
Mastery Over Your Mindset
Fun Fuels Your Fire
Relationships Realize Your Dreams
MEMBER MILESTONES & AWARDS
REVENUE:
Doubled Revenue
Tripled Revenue
EBITDA:
Doubled EBITDA
Tripled EBITDA
MULTIPLE:
Doubled Multiple
Tripled Multiple
27X CLUB: Tripled Revenue | Tripled EBITDA | Tripled Multiple
8X CLUB: Doubled Revenue | Doubled EBITDA | Doubled Multiple
12X CLUB: Doubled Revenue | Doubled EBITDA | Tripled Multiple
4X CLUB: Doubled Revenue or EBITDA | Doubled Multiple
6X CLUB: Doubled Revenue or EBITDA | Tripled Multiple
BADGES GIVEN AT THE NEXT 90 AWARD CEREMONY AT
EXCLUSIVE MEMBERSHIP & CO-OP FOR ENTREPRENEURS
LIFETIME
MEMBERSHIPS
STARTING AT $100K
2: Mentorship
1: Membership
3: Tech Infusion
4: Investment
INVESTMENT STAGES:
5: Exit
5
SUMMARY
FUND
MENTORSHIP
MEMBERSHIP
TECH
RANCH
CONTENT
PARTNERSHIP
A CORPORATE COUNTRY CLUB FOR
ORGANIZATIONS DESTINED TO EXIT
Anthony Armstrong, co-head of technology M&A at Morgan Stanley said, “It’s better to acquire disruptive technology than to be disrupted by that technology.”
THE FUND: BASICS
Premise:
Our average client/partner is valued 3-10X EBITDA. Our thesis is to triple revenue, EBITDA and valuation multiple.
Promise:
We will 2x the value of your company in the first year of your membership.
AN EXAMPLE COST-BENEFIT ANALYSIS
You don’t need a software developer to get
this done, you need a software company.
It takes: support, billing, marketing, sales, front-end & back-end developers, devops, servers, creative, and UI/UX experts.
TOP INDUSTRY LEADERS
GATHER @ EXIT RANCH
INQUIRE ABOUT MEMBERSHIP & QUALIFICATION
A CORPORATE COUNTRY CLUB FOR
ORGANIZATIONS DESTINED TO EXIT