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Built exclusively for COCPA members, a complete system to ready your business or your client’s business – one step at a time

Getting ready to sell a business is no small feat. Similar to running a marathon, it takes time, energy, money and most of all, preparation.

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Powered by process

The hardest part of growth is understanding where to start. Our phased approach makes it simple.

Diagnostics

Through our proprietary online application, we get to the heart of every business risk and every attribute so you know the best path forward.

Growth

Using our Pathfinder program, our growth guides will help you or your clients pave the most effective path forward.

Independence

Whether you’re here to become a better leader or because you eventually want to sell, knowing you’ll have the freedom to choose is the best possible outcome.

STEP 1

Assess business risk with CoPilotTM

1

Answer a few questions

Okay, more than a few (120 to be exact – don’t worry, it’s multiple choice and only takes about 30 minutes, even for “C” students…)

2

See how you stack up

Our patent-pending algorithm will tell you how your company’s valuation would likely compare to your peers, and it will identify critical risks you need to address prior to talking with investors or buyers.

3

See your prioritized issues list

CoPilot’s algorithm delivers a prioritized list of issues and risks for you to address – some you might have expected, and likely some that are surprises.

4

Set a plan, get to work

We have your back. For each issue on your list, we will give you several potential solutions you can utilize, so you can get started right away.

WHAT COPILOT DELIVERS

Insights

See how professional investors perceive your company or your client’s company

Understanding

Know what conditions are increasing value or draining it and why they matter.

Prioritization

Identify risks and corresponding solutions, in the right order, to enhance value.

Peer-To-Peer Valuation

See how your valuation compares to your peers.

STEP 1

Assess business risk with CoPilotTM

1

Answer a few questions

Okay, more than a few (120 to be exact – don’t worry, it’s multiple choice and only takes about 30 minutes, even for “C” students…)

2

See how you stack up

Our patent-pending algorithm will tell you how your company’s valuation would likely compare to your peers, and it will identify critical risks you need to address prior to talking with investors or buyers.

3

See your prioritized issues list

CoPilot’s algorithm delivers a prioritized list of issues and risks for you to address – some you might have expected, and likely some that are surprises.

4

Set a plan, get to work

We have your back. For each issue on your list, we will give you several potential solutions you can utilize, so you can get started right away.

WHAT COPILOT DELIVERS

Insights

See how professional investors perceive your company or your client’s company

Understanding

Know what conditions are increasing value or draining it and why they matter.

Prioritization

Identify risks and corresponding solutions, in the right order, to enhance value.

Peer-To-Peer Valuation

See how your valuation compares to your peers.

The anatomy of a healthy business

For a business to function optimally, each department is imperative and must carry its own weight.
Using CoPilot, we can see what systems are in check and those needing enhancements.

Customers

Don’t just create customers, create customers that make sense for your business.

Organizational

Applying process will help your systems run in harmony.

Team

They are the heart of your company. Build a team that will bring your vision to fruition.

Strategy

Know yourself and know your competition, and you fear nothing.

Market

There’s opportunity everywhere, This is your time to seize.

Growth

You can be a lifestyle business or one that scales. We’ll show you how.

Financial

It’s easy to get caught up in the day-to-day, make sure your books are in order.

Step 2: Grow Your Business with Class VI Pathfinder

1

Review your CoPilot report with a growth coach.

We provide a lot of information in our assessment report. Our coaches are well-versed in what needs to happen next.

Understand valuation today

Understand what you are worth today, and how different risk mitigation and growth strategies will impact your future value.

2

3

Prioritize risks and select a growth strategy

Now that you’ve set a goal, our team can help prioritize your focus into a phased approach so you stay on task and on time with your goals.

Increased company value

Enjoy knowing the fact that all your hard work will pay off.

Get what you want

We crystalize your plan accordingly so when there’s buyer interest, you’re the one in the driver’s seat.

Never get taken advantage of

You’ll be sitting across the table from people who evaluate companies like yours for a living. Luckily, we’ve got the answer key.

No broken deals

We work to prepare your company so when it comes time to sell, there are no surprises and your odds of success are high.

STEP 3

Freedom to be selective

Now your business is functioning optimally. You have many options and can sit back, relax or get back to work…but only because you want to. Not because you need to.

Woman looking out window

Become a better leader

In both work and family life, you will have the time and tools that promote a better balance.

Sell your company

Now you’re in the driver seat, with no risk of being taken advantage of by investors.

Transfer to family

Feel good knowing what you’re passing down is performing optimally – with room for growth.

Hold and cash flow

Congratulations, you built a business with low-risk cash flows. Time to sit back and enjoy the fruits of your labor.

Executive team leadership

Chris Younger
Managing Director
Class VI Securities, LLC

Class VI Family Office, LLC

David Tolson Managing Director Class VI Securities, LLC Class VI Family Office, LLC

Zack Gibson
Executive Vice President
Class VI Securities, LLC

Danny Parkinson
Vice President
Class VI Securities, LLC

Danielle Sanders
Sr. Associate
Class VI Securities, LLC

Exceptional growth stories don’t happen by chance.

Let’s make the most of your business together.

Fill out the form

Talk with a team member

Understand potential

Take action

Get in touch with our investment banking specialists, and let us guide you to the next stage of your business.

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Interested in seeing if your business is market-ready?

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