Optimization Coach Cochran


Optimization Coach Cochran © 2014


E1 - Evaluating Business Ownership 


Would you like to be in control of the price and negotiations when it is time to exit your business?  More importantly, what if you are not in control and looking at a 20-30% price discount for the business you invested a lifetime of hard work in?
Through our exclusive techniques and methodology and with us acting as your un-compromised Advocate, we can insure your exit from business ownership is handled efficiently and safely with maximum post-tax dollars in your pocket.
Prospects for your business have many investment opportunities for their money.  Wouldn't you like to prove to them that your business is an excellent purchase for their investment dollars?  We accomplish this with the certified, third-party appraisal.  This makes your business irresistibly attractive to an honest prospect.  If you want more for your business, we have to start with an certified, third-party appraisal from an appraiser respected by banks and industry.
A certified appraisal also allows us to arrange pre-financing for the "right" buyer from several reputable lending sources.  having pre-financing in place also allows us to justify the value to potential purchasers.


Evaluating Business Ownership

Business owners want to know the value of their business for many purposes:

 Future Growth Planning

 Preparation of a Business Enhancement Plan 

Loan Application

Comparison with Industry Standards

Preparation for Legal Representation

Tax Purposes/Estate Planning

Family Succession


Entering a Business

Consideration of a Merger

Exiting a Business

Partnership Agreements

Buy-Sell Agreements

Employee Stock Ownership Plan (ESOP)

Going Public/Private

Compensatory Damage Issues


If your purpose involves negotiating with other entities, finding out at the last minute that you based your positions on inappropriate values can cost you serious money. 


E2 - Entering Business Ownership


You may receive information regarding Entering Business Ownership at no charge which will answer the following questions:

When is the best time to enter business ownership?

What are the ingredients of a successful entry?

How can I avoid overpaying for a business?

How do I prevent the use of compromised professionals?

What is the best method of entering business ownership?

How can I maintain confidentiality?

What professionals do I need & when should I use them?


The business you enter may become your most valuable asset, so your entrance must be treated as the most important thing you will ever do! 

Assuring that the business is appropriately priced is possibly the most important ingredient.  Do not enter your most important asset without securing a professional Business Appraisal from an independent third-party with a national business clientele.  We will coordinate the flow of information to achieve the best and most accurate appraisal for you!

We function as the coach of the team, which may include other professionals as needed during the transaction...accountants, attorneys, tax specialists, estate planners, escrow/closing agents, appraisers, bankers and others.  We model unselfish cooperation in coordinating the individual events, paperwork, activities and responsibilities of these and other professionals.  Successful teams play to the end of the game, and we will help everyone involved to understand that this is your game and that all of us are responsible to help you win it.


E3 - Enhancing Business Ownership



You may receive information regarding Enhancing Business Ownership at no charge which will answer the following questions.

 When should I start planning an exit strategy?

Where can I find help with problem solving/prevention?

When should I get a professional business appraisal?

How can I achieve a proper balance of funding?

How can I determine what my profits & value should be?

What is a successful business enhancement plan?

Where can I find help I can trust for the long term?


A trained Primary Business Consultant will secure an independent third-party Business Enhancement Report indicating what can be done to yield the best possible current earnings and ultimate value.  Never allow a professional to lead you into marketing your business for less than it could be worth!  An uncompromised Primary Business Consultant will suggest that you learn how to improve the value of your business before you go to the market.

A reality check can produce the "best of both" results desired by every business owner: (1) increased current profits and (2) ultimate value.  You will receive a higher price when you sell and enjoy higher profits in the meantime!  The time required to meet these goals may be surprisingly shorter than you think.  With the Business Enhancement Report, your consultant can design a plan of action, the Business Enhancement Plan, to accomplish the recommended objectives.  Your Consultant will monitor each step toward increased cash flow and maximum ultimate value.

A clear, compelling and rewarding Leadership Agenda will meet the current, intermediate and ultimate goals of the owner/operator, managers, employees and stockholders.  Meeting these challenges will significantly enhance the growth and effectiveness of your organization.  Some issues to consider will be: healthy dissatisfactions with the current situation, a vision to guide the future, definition of your mission (establishing principles of success, goals and benchmarks to produce specific results), productive use of human resources, elimination of confusion and waste, improved products and services, streamlined systems and better communications with suppliers, customers and employees.  The goal is to make your business more distinctive and more profitable.


E4 - Exiting Business Ownership



You may receive "A Guide to Exiting Business Ownership" at no charge which will answer the following frequently asked questions. 

When is the best time to exit my business?

What are the necessary ingredients of a successful exit?

How can I enhance the price of my business?

How can I avoid using compromising professionals?

What is the most successful method of exiting business ownership?

How can I maintain confidentiality?

What professionals do I need & when should I use them?


The Ingredients for a successful Exit of Business Ownership

Your business is possibly your most valuable asset and your exit from it should be conducted like the most important thing you will ever accomplish!

The necessary steps to determine that you will receive the highest price must be taken.

A high level of confidence must be developed between you and the Primary Business Consultant you choose to coach the team of advisor's.  Be sure he/she has a working knowledge of all marketing procedures and negotiation skills.

Assurance of fair fee structure that will net much more than you spend must be established.  Our marketing plan and compensation are designed to allow us to be uncompromising advocates.

Strategies must match your dreams.  We have been helping dreams come true for business owners for over three decades.

As a Primary Business Consultant, we will help you get MORE when you sell your business and we will help you keep MORE through the minimization of taxes.  We will also help you to maximize the growth of your business through strategic business planning to minimize taxes when your assets are passed on to you heirs.  After all, it's the bottom line that counts.  Our goal has never been to have the most businesses for sale.  Our mission as client advocates is to be MORE than simply a broker.  We do MORE for individual clients as we bring MORE to the bottom line for each client!