Lariat Springs
The Lariat Springs vision of an inspired and peaceful environment for entrepreneurs, executives, and professionals to refresh personally and grow professionally was created by John Maneri, a successful CEO, and entrepreneur. After hosting and participating in a multitude of company gatherings, learning workshops, and business retreats internationally over his career, John envisioned a space that encompassed all the best elements of those gatherings.
The initial discovery meeting is meant to be a “look under the hood” in all respective areas that impact the valuation and the marketability of the company. Through an intimate setting in a beautiful Lariat Springs venue, we will take a deep dive and get to know the business better and the entrepreneur(s) behind everything. The findings in our initial kick-off meeting will be used to determine and provide guidance and objectives going forward, and we will continue to meet on a quarterly basis.
Contact Us
If you are interested in learning more about the business discovery retreat, fill out this form and we will get in contact with more details!
Discovery Process
Exit Advisors’ Recommended, “Look under the hood.”
VALUATION
State of Financial Statements Assessment, Ownership & Corporate Structure, Company Specific Risk Self Assessment, Comps & Market Health Check.
ACCOUNTING
Financial Readiness Assessment includes Financial Statement Review, Identification of needs for Diligence Preparation & Accounting Clean Up.
OPERATIONS
High Level Review of Business Processes, Operational Readiness, Documentation, Systems of Internal Control, Organizational Structure and Key Management.
LEGAL
High-Level Review of Corporate Structure, Corporate Documents, Legal Risks, Management / Key Employee Non- Competes, Supplier / Customers Contracts, Patents, Regulatory Compliance, etc.
FINANCIAL PLANNING
Preliminary Personal and Emotional Needs Assessment, Post Acquisition Objectives, Financial Requirements, Tax, Estate, Insurance.
OTHER
Insurance – Review of policies in place and with key personnel.
IT – Review of systems, and software utilized at the company and procedures in place.