Roadmap to Exit
Food & Beverage CEO Mastermind Group
Don’t go it alone!
Join peer food & bev CEOs in implementing best practices:
- Product-market fit
- Company performance KPIs
- Product branding
- Financial forecasts
- Hiring top talent
- Working with brokers
- Lean manufacturing
- Sales & marketing efforts
- Finding & managing investors
- USDA/FDA/SQF quality standards
- Regulatory and compliance
Introduction
Are you an entrepreneur looking to sell in the next two to five years?
Did you know that starting your preparation process years in advance can have a significant impact on your valuation? The average spread between the lowest and highest offer in a blind auction is 250%+. You get the most for your business when you prepare. Preparing for sale before you’re ready–its uncomfortable. Its awkward. It requires doing things that your employees might question. It also makes you millions of dollars more.
Having worked with hundreds of business owners in the lead-up to their sale, we’ve seen it all–incorrect financials, undisclosed liabilities, problem employees, contracts that aren’t transferrable, negative due diligence findings, etc… It got us thinking– what if we could help businesses up to 5 years in advance? Not just getting everything in order, but helping position a company as a truly “best in class” seller. A situation were every “i” is dotted and every “t” is crossed… Management team is prepped, and the company is perceived as worthy of an outsized (overpaid) valuation.
This is where Roadmap to Exit comes in: a program designed to let you tip the scales in favor. Led by a team of investment bankers experienced in selling your business, and supported by a collaborative team of peers (other CEOs of similar-sized food & beverage businesses). Everyone is pre-vetted and approved, with no competing businesses in the same group.
We meet as a group once per month, and check-in with Roadmap more frequently than that. We invite high-cost experts and advisors and no cost to you, and help you lay the foundation for a sale above and beyond your peers.
Peer Group
Meet monthly with a group of your peers: other CEOs of food & beverage companies looking to grow their businesses prior to selling.
1-1 CEO Coaching
Meet one-to-one with an executive coach to process issues, discuss goals, and be held accountable to action items.
Expert Speakers
Invite-only events with expert speakers who have helped businesses cross the threshold to a successful sale.
Value Building
Structured system to cover key areas of value creation prior to sale: financials, operations, reporting, sales, industry and transaction.
How it Works
- Hand-selected group of (<12) CEO/owners of food & beverage companies
- Members pre-vetted for fit, non-competitiveness, and mutual NDAs
- Group meets 1x/month around six pillars of value creation
- 1-to-1 coaching sessions specific to your company's growth
- Invite-only events with featured experts
Why Join The Group?
- Highly confidential peer group with a single aligned goal--to build a food & beverage business that will be highly attractive to buyers in 2-5 years
- Regular, educational meetings to cover value improvement strategies
- Formalized setting to pose questions to and process issues with a moderated group of peers
- 1-to-1 coaching and guidance sessions with our team
- Peer accountability partners to hold you to your own goal-setting
- Member-only content leveraging Roadmap's access to companies across the sector
- "Sidecar" events at major industry conferences
Pricing & Sign Up
Start-up
$1M – $5M in revenue
$650
per month
Growth
$5M – $10M in revenue
$950
per month
Scaling
$10M – $20M in revenue
$1250
per month
Mature
$20M – $200M in revenue
$1950
per month
All plans require a one-time registration fee of $1,250.