MAXEXIT

Value Accelerator Program — Discovery Call

15-Month Value Maximization Program for Businesses Targeting $500K – $5M EBITDA

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Business Owner Exit Decisions

Three paths forward — only one maximizes your outcome
Option 1

Status Quo

Wait for a buyer to come to you. No preparation, no timeline, no leverage.

Uncertain timeline • Reactive position • Lowest valuation
Option 2

Sell at Present Valuation

Accept today’s market value and exit now. Example: sell to a firm like Lexbury at current multiples.

Immediate liquidity • No upside capture • Current multiple
Option 3

Grow Value, Then Exit

MaxExit Value Accelerator: systematically increase EBITDA, improve multiples, and exit from a position of strength.

Higher valuation • Stronger position • Maximum outcome

Option 2: Sell at Present Valuation

What a deal with Lexbury looks like — straightforward, transparent, and fast
Step 1

MaxExit Investment Assessment

Valuation based on your MaxExit Investment Assessment score, EBITDA multiples, and implied goodwill analysis.

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Step 2

Face-to-Face Meeting

In-person meeting with Mike Cook to formalize the process, discuss expectations, and align on timeline.

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Step 3

Confirmatory Due Diligence

Review and verification of shared information — financials, operations, and key business data.

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Step 4

Offer: Price vs. Terms

Offer structured on the Price vs. Terms continuum — balancing purchase price, earnouts, and deal structure.

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Step 5

Agree & Close

Agree to final terms and close within 90 days.

What's Included

Everything in the MaxExit program was built from the buyer's side of the table. After reviewing 800+ businesses as a private investor, Mike Cook knows exactly what moves the multiple — and what doesn't. Every component below is designed to close that gap.
Investment Readiness Assessment + PDF Report
You start with a complete picture. Scored across five categories using the same framework a buyer would apply — so you know exactly where you stand.
EBITDA Valuation & Goodwill Waterfall
Your business is valued using the same EBITDA-based methodology private buyers actually use. You'll see exactly how goodwill is built — and what's dragging the multiple down.
Custom 15-Month Program Roadmap
Built from your assessment responses, not a generic template. Every block targets a specific gap — in the right sequence to compound your valuation before you exit.
15 Session Guides
Each session comes with a structured agenda, proven frameworks, and clear deliverables. You walk in prepared and walk out with something concrete to act on.
Tailored Worksheets Per Module
Every worksheet uses your numbers, your industry, and your business structure. There's no filling in generic blanks — every exercise is already set up around your situation.
Client Portal with Live Progress Dashboard
Your progress is visible in one place — sessions completed, action items open, roadmap position. You always know where you are and what's coming next.
Valuation Snapshots Over Time
Your score and implied valuation are recalculated at each milestone. You watch your multiple move as you close the gaps — the progress is real and measurable.
Action Item Tracking Per Session
Every session produces a short list of agreed actions. Your portal tracks what's open, what's closed, and what's carrying over — so nothing slips.
Direct Access to Mike
You work directly with Mike — not an associate, not a framework, not a course. Every recommendation comes with the context of what a buyer actually pays attention to.
Mike's Investor Perspective — The Differentiator
800+ businesses reviewed. $250M+ deployed. 15+ acquisitions sat across the table from sellers. Every recommendation Mike makes comes from someone who has been on the buying side — not from a framework built by consultants. That perspective is built into every session.

"This isn't a coaching program. It's the infrastructure a serious business owner needs to exit on their terms."

Two-Stream Delivery Model

Choose the track that fits your business and goals
Dimension 1-on-1 Premium Track Group Track
Led By Mike Cook & senior team Expert facilitators
Monthly Blocks 120–180 min in-person, on location ~120 min video conference or in-person group workshop
Between Blocks Bi-weekly virtual check-in calls + direct chat Bi-weekly group virtual calls + group chat channel
Cohort Size 1 business (dedicated) 8–12 businesses (non-competing)
Customization Fully tailored to the business Structured curriculum with business-specific exercises
Fee Model Monthly retainer + equity/profit interest Lower monthly cash only
Client Portal Full access — progress dashboard, templates, uploads Full access — progress dashboard, templates, uploads
Partner Experts Direct 1-on-1 introductions Group presentations from partner network
Post-Program Board advisory seat + transaction advisory pathway Alumni peer group + annual tune-up option

1-on-1 Premium Track Aligned Compensation Structure

Hybrid fee model that aligns MaxExit’s incentives directly with value creation

The 1-on-1 track uses a hybrid compensation structure that aligns MaxExit’s incentives directly with value creation:

  • Monthly Cash Component: $10,000 Fixed monthly retainer covering block delivery, bi-weekly calls, direct chat access, and portal access.
  • Equity / Profit Interest Component: Structured as phantom equity (contractual right to % of exit proceeds above a baseline valuation) or a profit interest unit. Negotiated at program entry. Typical range: 10–20% of earnings and value created above the earnings and value baselines documented established in Block 0.
  • Baseline Lock: The Month 0 Assessment establishes the baseline enterprise value and earnings levels. The equity and earnings components apply only to values above these baselines — ensuring MaxExit earns equity and earnings compensation only for value it helps create.
  • Vesting: Equity and Earnings interest vests over the 15-month program. Cliff at Month 3 (to ensure mutual commitment), then monthly vesting through Month 15. Full vesting upon completion.
  • Triggering Event: Equity payout triggers on a defined liquidity event: sale, recapitalization, or transfer of control. If no event occurs within 5–7 years, a sunset provision applies.

Group Track Fee Structure

Accessible monthly pricing with multi-seat flexibility
  • Monthly Program Fee: $5,000 / month for the 15-month program. Includes two seats — ideal for an owner-operator plus a key partner or executive.
  • Additional Seats: $1,000 / month per additional participant. Bring your leadership team into the process to accelerate implementation and alignment.

Client Portal & Technology Platform

An ongoing client dashboard evolving from the MaxExit Assessment tool
Progress Dashboard
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MaxExit Score
Progress Dashboard

Real-time MaxExit score tracking with historical trend lines from Month 0 baseline.

Block Hub
01 SOPs & Process Documentation Done
02 Cash Conversion Cycle Done
03 Reporting & KPI Dashboard Active
04 Recurring Revenue Model Upcoming
Block Hub

Each of the 15 blocks has materials, homework, templates, and uploads.

Valuation Tracker
$4.2M
Projected Enterprise Value
$2.8M baseline $6.2M target
Valuation Tracker

Live EBITDA and valuation estimates with cumulative value bridge.

Action Items
Document top 5 SOPs Done
Calculate cash conversion cycle Done
Build KPI dashboard template In Progress
Identify recurring revenue streams Pending
Action Item Tracker

Between-block homework with status tracking. Visible to client and team.

Document Vault
📄 SOP-Operations-Manual.pdf 2.4 MB
📈 Financial-Analysis-Q3.xlsx 1.1 MB
📄 IP-Audit-TradeSecrets.pdf 890 KB
📑 CIM-Draft-v2.docx 3.6 MB
Document Vault

Secure storage for all deliverables. Becomes the M&A data room foundation.

Direct Chat
Quick question on the KPI template — should we include customer churn?
10:24 AM
Yes, churn rate is critical for recurring revenue valuation.
10:31 AM
Perfect, thanks Mike.
10:32 AM
Direct Chat

Integrated messaging for async communication between blocks.

Partner Expert Network

Curated partner network for specialized expertise in technical blocks
  • Block 5 Lean / Six Sigma Practitioner — Practical continuous improvement implementation for operational efficiency and waste reduction
  • Block 11 CPA / Tax Advisor — Reviewed or audited financial statement pathway and tax optimization strategy
  • Block 13 IP Attorney — Trade secret protection, trademark registration, and intellectual property audit
  • Block 14 Fractional CFO — Net working capital optimization, capital allocation, and financial modeling
  • Block 15 M&A Attorney + Wealth Advisor — Transaction preparation, closing mechanics, and personal financial readiness

Qualification & Application Process

Application-based admission ensures quality fit for both tracks
Step 1

MaxExit Assessment

Investment assessment serves as initial screening. Scores identify program readiness.

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Step 2

Executive Briefing

30–45 min structured conversation with Mike Cook. Mutual fit evaluation, not a sales call.

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Step 3

Application Review

Internal scoring against qualification criteria. Decision: 1-on-1 Track, Group Track, or defer.

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Step 4

Offer & Onboarding

Formal offer letter. 1-on-1 Track includes equity/profit interest term sheet for legal review.

Qualification Criteria

Ideal candidate profile for program admission
$500K – $5M
Normalized EBITDA range
2 – 7 Years
Target exit horizon
Profitable 3 of 5
Past years profitable
Owner-Operator
Willing to implement changes

Post-Program Pathway

After Month 15 — the relationship evolves, not ends

1. Board Advisory Seat

Immediately post-program

Transition from intensive advisor to standing board advisory role. Quarterly strategic meetings (half-day), monthly 60-min check-in, on-call access, annual MaxExit re-assessment.

Structure: 12-month renewable agreement
$18K – $36K / year (1-on-1 graduates)

2. Annual Tune-Up Program

Immediately post-program

Lighter-touch for clients not yet ready for transaction. Quarterly reviews against MaxExit scorecard, updated EBITDA normalization and valuation estimate.

Structure: Quarterly blocks + annual re-assessment
$15K – $25K / year

3. MaxExit Alumni Network

Ongoing from graduation

Peer community of graduates. Quarterly half-day roundtables, annual Exit Readiness Summit with M&A attorneys, PE buyers, and QoE advisors. Each member is a referral source.

Structure: Annual membership + quarterly events
$3K – $6K / year per member

4. Transaction Advisory

18–36 months post-program

Sell-side M&A advisory for exit-ready graduates. Full transaction management from CIM preparation through closing.

Structure: Monthly retainer ($5K–$15K) + success fee at close
$100K – $1M+ per transaction (success fee)
MAXEXIT

I retired after 15 years investing in private businesses. I don't need to work — but I found I missed the conversations. There's something about sitting across from someone who's built something real and helping them get more out of what they've got. Also my kids have all moved on with their lives, I have more time on my hands. So I take on a handful of businesses each year. Not clients — more like partners. People I could see becoming friends with, who deserve to walk away with every dollar they built — not whatever a buyer decides to put on the table.

Submit Application & Intent to Proceed
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