Direct Mentoring From a Private Company Investor
Who qualifies · by invitation or application
Adjusted, most recent fiscal year
Consecutive, verifiable financials
Fair-to-Good or higher — solid foundation ready for optimization
Clear intent to sell or transition
Confirmed in two steps: a 30-minute discovery call, followed by an in-person visit to your business.
Criteria 1–4 are minimum thresholds. Criterion 5 is the decisive one. Step 1 is a 30-minute discovery call to align on fit, timeline, and chemistry. Step 2 is an in-person visit to your business — Mike walks the floor with you and meets your team, the same diligence he'd run before writing an investment cheque. His long-standing rule is to only work with people he could see himself becoming friends with — some call it a cosmic bond, others synchronicity. Either way, you feel it across the table or you don't. Final acceptance is at the investor's discretion.
What you get every month
- 90-minute Partner Session with Mike — agenda-driven, tied to your current MaxExit Block, with a follow-up memo within 48 hours.
- Weekly 30-min check-ins (or biweekly 60-min) — tactical progress and unblocks.
- Async access — messaging + Loom replies within 48 business hours.
- Partner Memo — Mike's written observations on your positioning or a pattern he's spotted.
- Partner library — full MaxExit recordings, worksheets, and case studies.
What you get across the program
- Re-assessments at month 6 and month 12, reviewed personally by Mike.
- CIM review & redlines when you draft your Confidential Information Memorandum.
- Buyer-list sanity check and warm introductions from Mike's network where appropriate.
- Deal-room review when LOIs land on the table.
- Negotiation support on live offers through to signing.
Investment · Aligned Structure, Success-Based Fees
| Baseline enterprise value at program start | Mike's share of value created above baseline | Illustrative exit scenario |
|---|---|---|
| Under $5M | 17% of uplift | $3M → $5M exit = $340K success fee |
| $5M – $10M | 12% of uplift | $7M → $10M exit = $360K success fee |
| $10M – $20M | 8% of uplift | $12M → $16M exit = $320K success fee |
| $20M+ | 5% of uplift | $25M → $32M exit = $350K success fee |
"Value created" = final exit price minus the baseline enterprise value set jointly at program start from financials plus MaxExit Assessment. Retainer is earned regardless of outcome; the success fee compensates Mike only for appreciation he helped create.
Founding Partner cohort · first five seats only
The first five Partners join at a 25% founding discount in exchange for testimonial and case-study rights upon successful exit. Everything else about the program — capacity, deliverables, success-fee structure — is identical.
Retainer returns to $6,000/month for every Partner after the first five seats are filled. Founding seats close permanently on a first-come basis.
Why this is different · some deals just work out
But alignment on paper isn't the whole story. The deals Mike has built over a career — the ones that tripled in value, that turned into seven-year friendships, that closed on a handshake over two meetings — all started with something that can't be captured on a scorecard. Call it a cosmic bond, call it synchronicity, call it two people who were meant to do a deal together. That is why capacity is capped at eight, why the discovery call comes before the application, and why Mike walks the floor of every business he commits to before either side signs anything.
