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EVRS Resource Downloads

Put the proven Exit Value Realization System™ to work for you right now, on your own

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Exit Assessment

Ready to get a better sense of how prepared you are for a successful, rewarding sale to private equity? This free, downloadable assessment will walk you through all the key areas that PE funds look for when evaluating potential acquisitions. You’ll identify where you meet or exceed their expectations and – more importantly – where there’s room for improvement that will substantially increase your value upon close.

Register above for your free download.

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EVRS Toolkit

​These free, downloadable worksheets are essential components of Samson Partners Group’s EVRS. They’re made to help you thoroughly evaluate where you are today in relation to where you want to be. Diligent use will help you bridge the gap so you can execute a fully rewarding sale to private equity.

Toolkit Worksheets Include:

  • 1-page Exit Strategy

  • 3-Year Exit Plan

  • Accountability Visualization

  • Annual Strategic Planning Framework

  • EVRS Cadence for Success

  • EVRS Process

  • Exit Planning Process in Summary

  • Financial Package Overview

  • Foundations of EVRS/7 Areas of Focus

  • Initiative Tracker

  • Measuring Progress/KPIs

  • The 3 Essential Questions of EVRS

  • Personnel Plot


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EVRS Cheat Sheets

Taken straight from The Owner's Manual, these sheets offer at-a-glance summaries of essential factors for your business, including key insights on why they matter to private equity and the impact they have on you as a seller. Sheets include: 
 

  • Budgeting and forecasting

  • Cashflow management

  • Company culture

  • Customer attrition

  • Customer concentration

  • Financial transparency

  • Management experience

  • Operations

  • Organic growth

  • Quality of earnings

  • Reporting

  • Revenue mix/backlog/sustainability

  • Succession planning

  • Tech stack

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Brick Thompson, Founder and CEO, Blue Margin

"Seth has been an incredible sounding board as we've built our PE practice at Blue Margin. Beyond his smart advice on how to approach the PE market, he's gone out of his way to make introductions that have directly helped our business grow. What I value most is that Seth genuinely cares about us and wants us to succeed. His advice comes from real experience, and I feel fortunate to have him in my corner."
Contact

Getting started...

Get your copy of The Owner's Manual today, and explore our EVRS page to learn more about how to use our Exit Value Realization System. If you'd like to speak with us in person, fill out the form to start a conversation about how we can help you maximize your exit value.

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