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Crafting the Exit Plan that Helps
Startup Investors Say “Yes”
Todd McWhirter
Angel Investor
Presenters
Our Guest
Todd McWhirter has been an investor in startups for
18 years. During this time he has analyzed more than 300
startups, raising more than $13 million for both his and
others’ ideas. This adventure has brought him both
devastating failure and wild success.
Your Host
Nate Warren is the host of the Business Planning
Expert series and a marketing/advertising/PR writer
and editor with more than 25 years of experience
across newspapers, startups and agencies.
Your Exit Strategy Requires Detail and Realism:
If the investors do not understand and believe that they will
get out the back door, they will never, ever enter the front
door.
Types of Exits (How Investors Make Money)
1. Dividends
2. Sale of company
3. Stock buyback
4. Going public
© CBM Confidential
Dividends
• Appeals to many
investors
• Detailed and credible
expense and revenue
projections
• “Same Page”
philosophy is a must
• Enables all other exit
scenarios
© CBM Confidential
Selling the Company
• A focus on detail and
profit in pro forma to
attract buyers
• Comparable sales in
your arena
• Sell your team and your
board: Investors are
more interested in this
than your big idea
© CBM Confidential
Stock Buybacks
• Can be good for niche
investments
• ROI vs. risk (some
exceptions apply)
• Natural conflict of
interest
© CBM Confidential
Going Public
PROS
• Prestige and awareness
• Potentially massive ROI
• Attract top talent, partners
and money
• Cash for acquisitions or
scaling strategy
CONS
• Not for first-time entrepreneurs
• Stock performance risks
• Surrender control
• High level of scrutiny
© CBM Confidential
Our Guest Today
Todd E. McWhirter
Managing Partner
Oldham Beckley Investment Group
http://linkd.in/1DKqWJX
Center for Business Modeling
View the entire Business Planning Expert Series
https://www.centerforbusinessmodeling/expert-series/
Have a topic or a guest you’d like to see? Email us at info@centerforbusinessmodeling.com

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Crafting the Exit Plan that Helps Startup Investors Say Yes

  • 1. Crafting the Exit Plan that Helps Startup Investors Say “Yes” Todd McWhirter Angel Investor
  • 2. Presenters Our Guest Todd McWhirter has been an investor in startups for 18 years. During this time he has analyzed more than 300 startups, raising more than $13 million for both his and others’ ideas. This adventure has brought him both devastating failure and wild success. Your Host Nate Warren is the host of the Business Planning Expert series and a marketing/advertising/PR writer and editor with more than 25 years of experience across newspapers, startups and agencies.
  • 3. Your Exit Strategy Requires Detail and Realism: If the investors do not understand and believe that they will get out the back door, they will never, ever enter the front door.
  • 4. Types of Exits (How Investors Make Money) 1. Dividends 2. Sale of company 3. Stock buyback 4. Going public © CBM Confidential
  • 5. Dividends • Appeals to many investors • Detailed and credible expense and revenue projections • “Same Page” philosophy is a must • Enables all other exit scenarios © CBM Confidential
  • 6. Selling the Company • A focus on detail and profit in pro forma to attract buyers • Comparable sales in your arena • Sell your team and your board: Investors are more interested in this than your big idea © CBM Confidential
  • 7. Stock Buybacks • Can be good for niche investments • ROI vs. risk (some exceptions apply) • Natural conflict of interest © CBM Confidential
  • 8. Going Public PROS • Prestige and awareness • Potentially massive ROI • Attract top talent, partners and money • Cash for acquisitions or scaling strategy CONS • Not for first-time entrepreneurs • Stock performance risks • Surrender control • High level of scrutiny © CBM Confidential
  • 9. Our Guest Today Todd E. McWhirter Managing Partner Oldham Beckley Investment Group http://linkd.in/1DKqWJX
  • 10. Center for Business Modeling View the entire Business Planning Expert Series https://www.centerforbusinessmodeling/expert-series/ Have a topic or a guest you’d like to see? Email us at info@centerforbusinessmodeling.com