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What is Forward Results?
O Group of multi-disciplined business
  professionals
O Experienced in M&A as it applies to their
  discipline
O Team to augment the efforts of their
  trusted advisors
O Maximize the value of their eventual exit
Team
O Tax CPA
O Investment Bank
O Risk Management
O Human Resources
O Auditing
O Wealth Management
O Strategic Planning
How do we add value?
O Backwards planning from their end goals
O Position the company for their
  transition/exit
O Take the company through the transaction
Our Fairway
O Minimum $5MM top line companies (or
  can get there quickly)
O 5 years or less until their desired exit
O Privately held
The Good News
Proper exit planning is good for business.
ForwardResults.com

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What is Forward Results?

  • 1.
  • 2. What is Forward Results? O Group of multi-disciplined business professionals O Experienced in M&A as it applies to their discipline O Team to augment the efforts of their trusted advisors O Maximize the value of their eventual exit
  • 3. Team O Tax CPA O Investment Bank O Risk Management O Human Resources O Auditing O Wealth Management O Strategic Planning
  • 4. How do we add value? O Backwards planning from their end goals O Position the company for their transition/exit O Take the company through the transaction
  • 5. Our Fairway O Minimum $5MM top line companies (or can get there quickly) O 5 years or less until their desired exit O Privately held
  • 6. The Good News Proper exit planning is good for business.