Jim Kerrigan
Kerrigan Shoe Repair · Retail Services · AK
Status
Not Started
Assigned Advisor
Derek Ahn
Last Login
Never
Current Valuation
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Full Course Progress
0 of 13 modules complete
0%
Modules
1
Exit Readiness Overview
Why exit readiness matters, and the three-foundation framework.
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2
Defining Your Personal Exit Goals
Clarify post-exit life, income needs, and legacy priorities.
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3
Business Foundation: Operations Documentation
How operations documentation affects transferability and valuation.
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4
Business Foundation: Customer Concentration
Evaluating revenue concentration risk as seen by buyers.
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5
Business Foundation: Legal Structure
Entity type, IP ownership, and agreements in place.
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6
Financial Foundation: Revenue Quality
Recurring vs. non-recurring revenue, margins, and trend lines.
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7
Financial Foundation: Normalized EBITDA and Add-Backs
Identifying and defending add-backs in the eyes of a buyer.
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8
Financial Foundation: Working Capital Baseline
Understanding the working capital peg for your deal.
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9
Valuation Basics
How buyers value SMBs, multiples, and realistic ranges.
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10
Deal Structure and Tax Awareness
Asset vs. stock sale, earnouts, seller financing, tax implications.
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11
Building Your Advisor Team
The roles: M&A advisor, attorney, CPA, wealth manager.
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12
Data Room Preparation
What buyers expect to see, how to organize, common gaps.
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13
Going to Market
Timing, confidentiality, and what the first 90 days look like.
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