Rachel Iverson
Bayside Marine Supply · Wholesale Distribution · AK
Status
In Progress
Assigned Advisor
Derek Ahn
Last Login
3 days ago
Current Valuation
$4.8M
Full Course Progress
8 of 13 modules complete
62%
Modules
1
Exit Readiness Overview
Why exit readiness matters, and the three-foundation framework.
Completed Apr 10, 2026
Quiz: 80 ✓
2
Defining Your Personal Exit Goals
Clarify post-exit life, income needs, and legacy priorities.
Completed Apr 11, 2026
Quiz: 87 ✓
3
Business Foundation: Operations Documentation
How operations documentation affects transferability and valuation.
Completed Apr 12, 2026
Quiz: 94 ✓
4
Business Foundation: Customer Concentration
Evaluating revenue concentration risk as seen by buyers.
Completed Apr 13, 2026
Quiz: 81 ✓
5
Business Foundation: Legal Structure
Entity type, IP ownership, and agreements in place.
Completed Apr 14, 2026
Quiz: 88 ✓
6
Financial Foundation: Revenue Quality
Recurring vs. non-recurring revenue, margins, and trend lines.
Completed Apr 15, 2026
Quiz: 95 ✓
7
Financial Foundation: Normalized EBITDA and Add-Backs
Identifying and defending add-backs in the eyes of a buyer.
Completed Apr 16, 2026
Quiz: 82 ✓
8
Financial Foundation: Working Capital Baseline
Understanding the working capital peg for your deal.
Completed Apr 17, 2026
Quiz: 89 ✓
9
Valuation Basics
How buyers value SMBs, multiples, and realistic ranges.
Not started
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10
Deal Structure and Tax Awareness
Asset vs. stock sale, earnouts, seller financing, tax implications.
Not started
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11
Building Your Advisor Team
The roles: M&A advisor, attorney, CPA, wealth manager.
Not started
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12
Data Room Preparation
What buyers expect to see, how to organize, common gaps.
Not started
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13
Going to Market
Timing, confidentiality, and what the first 90 days look like.
Not started
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