MarketXpansion - Executive Summary

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Home Content About Analysis

Market
Xpansion.

MARCH 2022
Helping Entrepreneurs Acquire Rival Companies To Increase Their Market Share. - 01
Home Content About Analysis

We seek to honor your company's heritage


and build on it.

- MarketXpansion 02
About Analysis Strategy Portfolio

Succession
Plan.
"Only 16 percent plan to pass the business on to their families, and 64 percent
of older business owners (those over 50) have no formal succession plan."

We recognize that for many, the business is their baby, like anyone who has
built something with years of hard effort, want to see it grow and succeed, we
assist you in finding the ideal team to ensure the success of your business as
you prepare to retire.

Our professional team of financial analysts and business valuators will


discover the appropriate balance between price and terms to ensure you
earn the most while also ensuring the company's and its employees' financial
security.
03
About Analysis Strategy Portfolio

EXIT STRATEGY
UNDERSTANDING VALUATIONS LIQUIDITY

Valuations are inherently


We seek to understand your Terms-based valuations ensure
biased; we combat this by
personal and professional that you get the most out of
utilizing a terms-based
needs, as well as the growth of your company while also
approach that benefits both
the company and its personnel. ensuring its financial security.
buyers and sellers.

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Strategy Portfolio Team Contact

40

Cashing In, On
The Future.
30

20
Many business owners liquidate all of their equity, not only do
they pay the highest tax rate, but they also lose out on future
profits. We advocate for owners to retain a percentage of their
10 equity or profits to ensure their financial stability in the future.

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Q1 Q2 Q3 Q4

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Strategy Portfolio Team Contact

Ensure your
business future.
Reach out to us for a free business valuation and exit plan.

Email: info@marketxpansion.com
Phone: ‪(805) 330-1472

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