Achieving Your ‘Business Everest’

EverestMT. EVEREST SUMMIT(29035 FT)

BASE CAMP(17500 FT)

TO LUKLA (AIRSTRIP)

BASE CAMP(17500 FT)

TO LUKLA (AIRSTRIP)

ASCENT

LHOTSE FACE (23500 FT)

KHUMBU ICE FALL

CAMP 4 SOUTH COL (26300 FT)

VALLEY OF SILENCE

MT. EVEREST SUMMIT(29035 FT) DEATH ZONE

(>28000 FT)

BASE CAMP(17500 FT)

TO LUKLA (AIRSTRIP)

DESCENT

LHOTSE FACE (23500 FT)

KHUMBU ICE FALL

CAMP 4 SOUTH COL (26300 FT)

VALLEY OF SILENCE

MT. EVEREST SUMMIT(29035 FT) DEATH ZONE

(>28000 FT)

ASCENTDESCENT

Descent (the most dangerous

part of the expedition)

KHUMBU ICE FALL

DEATH ZONE (>28000 FT)

CAMP 4 SOUTH COL (26300 FT)

MT. EVEREST SUMMIT(29035 FT)

BASE CAMP(17500 FT)

LHOTSE FACE (23500 FT)

VALLEY OF SILENCE

LUKLA (AIRSTRIP)

ASCENTDESCENT

Setting GoalsBegin with the End in

Mind

Descent (the most dangerous

part of the expedition)

From CEO to 3rd in

Line at Starbucks

Protecting Your Assets

Preparing Transaction KHUMBU

ICE FALL

Assembling Your Team

DEATH ZONE (>28000 FT)

CAMP 4 SOUTH COL (26300 FT)

MT. EVEREST SUMMIT(29035 FT)

BASE CAMP(17500 FT)

Managing Transaction

LHOTSE FACE (23500 FT)

VALLEY OF SILENCE

Closing The Deal

Building Business Value

LUKLA (AIRSTRIP)

Building Value Trek To Base CampBegin with the End in Mind

Setting GoalsValuation

Professional needsPersonal needs

Tax issuesBusiness cycle

Buyer typesExit options

Capital and Sector markets

Assembling Your Team

@The Base CampCriteria for team membersReviewing team candidatesInterviewing potential team members• CPA, M&A Attorney, Estate Planning Attorney,

Investment Banker, Wealth Manager, Valuation Specialist, Insurance Advisor, others

Protecting Your Assets @Khumbu Ice Fall

• Review exit options• Consider valuation in light of the options• Intellectual Property review• Equipment appraisals• Real estate appraisals

Preparing The Transaction @Camp 2

Pre- Due diligence – financial, legalAudit review

Management Team readinessMarket research

Virtual deal roomBuyer analysisDeal strategies

Controlled auctionPrivate equity

Selling documents

Managing The Transaction @Lhotse Face

Screen buyersNegotiate price and termsManage due diligenceFinal purchase agreement

Closing The Deal @The Summit

From CEO to 3rdd In Line At Starbucks!The Descent

Transition managementMonitor buyer financialsManage personal wealth Celebrate!