Schedules for Engagement
EGI Capital equity lift review process encompasses several gateways of Client Profile Evaluation. Each stage is a red light until EGI evaluation success turns light green.
I. Preliminary Consultation "Swift Test" scan with controlling group or trusted advisor
Typically $2,500. Swift Test reveals company readiness identified by stability, general readiness to change, and ownership & management specific skills at accommodating Equity Lift Program
This Swift Test Consultation includes review of
% Sale by Direct
# Direct sales
# Channel sales partners
Valuation under pressure
II. Secondary - Deep Evaluation $15,000
Private Company baseline financials, potential for Fortune 500 EGI Program Equity Lift, range of remedy-tolerance, and ownership willingness and capacity.
Owner and Management buy-in and engagement
Willingness to engage in On-Site Session with controlling group
Willingness to engage in Assessment of troubled holding
Baseline M&A Transaction Value (before Equity Lift)
III. On-site visit with controlling group by EGI senior team for a) Analysis, Diagnosis and Prognosis
of troubled holding and b) Summary of EGI Procedures.
(e.g. Private Equity portfolio leadership). Typically @$10,000/day +TE
IV. On-site Introduction & Summary to target company C-Suite & senior
management Typically @$10,000/day +TE
V. In-Depth Successability Assessment on-site throughout target company sales & operations
global footprint. Subject to Scope, but ~$75-150,000
VI. Presentation of Successability with Recommendations. Typically @$10,000/day +TE
Programs run for 2-3 years and come with a pre-scoped plan line to ensure a payoff point and then ROI. By this method of highly auditable measures the Programs are in effect self-funding.
At the sale of the company, EGI Capital earns an Equity Success fee of a % of the lifted equity created by EGI Capkiital, effectively self-funding. All blockchain managed.