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Michael Oleksak

Getting Ready before a Sale

MVVF – FBA – XPX

May 11, 2011

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1. Maximize performance today2. Build realizable value for tomorrow

How to get paid twice?

Focus on the intangibles…

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Intangibles dominate corporate value today

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Corporate Capital

Tangible Intangible

Human Capital

StructuralCapital

RelatnshipCapital

Network

Brand

Customers

Processes

Products,Data

Mgmt

Employees

Financial Assets

Property

Plant

Equipment

Strategic Capital

Market

Business Model

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How to get started?

• Identify your key intangibles

• Assess their strength

• Develop action steps to improve

Leads to better performance today and higher valuation tomorrow

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Know what you know

• To improve the performance and value of your intangible capital, you must first know what you have and where the opportunities are to improve

• Whether for getting financing, getting an investor, or selling the company in a few years, be able to tell your intangible story

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Telling your story

A loan request or business plan is an ideal chance to:

• Get your financials together

• Prepare a budget and projections

• Tell your intangible story

Prelude to due diligence and outsiders looking at your business!

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ResourcesBook IntangibleCapitalBook.com

Blogs TheEndGameBlog.com

SmarterCompaniesBlog.com

Community XPXBoston.com

ICKnowledgeCenter.com

Mike Oleksak 781-729-1008

oleksak@trekconsulting.com