Funding Services Schedules
Partners of Our Hexagon Fund Receive the Below Services As Included in the Fund
Transformation Acquisitions, LLC performs direct resource investments and acquisitions through its Hexagon Fund. Below Services Schedule items are included and are complimentary for partnering/acquired companies presently inside the Hexagon Fund, receiving funding resources.
For companies seeking inclusion into the Hexagon Fund, in the form of a direct buy-out offer, a funding offer, or who seek to become equity partners with us in the fund, we provide two half-hour complimentary introductory conversations and one complimentary offer presentation conversation (should an offer be warranted) to see if there is a true fit. There is no charge for sessions in our Conversations Schedule. During these conversations, if there is a good fit, we will present to the business a direct buy-out, funding or offer of acceptance into the Hexagon Fund during the third meeting.
For companies outside of the Hexagon Fund seeking our guidance/advisory, such as M&A expertise, deal strategy, financial analysis, due diligence, and high-level strategy, the below services in the Services Schedule are available.
For additional advisory, such as direction setting, strategic M&A planning, clean-up work, outside funding, financial analysis, sell-side or buy-side prep, work on pre-existing acquisitions, unrelenting brain-picking (without the assistance of a neurologist) and more, we provide the below advisory based on the below Services Schedule.
Please know that while deposits are required for sessions beyond the Conversations Schedule, all deposits will be applied toward future interactions, and will be refunded entirely, after meeting requirements for inclusion in, through the funding of the company in the Hexagon Fund.
Conversations Schedule
Conversation #1:
Getting Acquainted
Session
________________________________
Deposit Required:
None, Complimentary
Time Commitment:
1/2-Hour Session
Purpose:
Get acquainted session
Deliverables:
- NDA Presented
- TA Team Backgrounder
- Explanation of How We Work
- Q&A Session
- Discussion of Next Steps
Conversation #2:
Due Diligence
Session
________________________________
Deposit Required:
None, Complimentary
Time Commitment:
1/2-Hour Session
Purpose:
Discussion of requirements for forth-coming offer to be made
Deliverables:
- Financial Reporting Required
- Receipt of Reports
- TA Reporting Q&A
- Other Q&A
- Closing Comments
Conversation #3:
Offer Presentation
Session
________________________________
Deposit Required:
None, Complimentary
Time Commitment:
1/2-Hour Session
Purpose:
- To discuss offer options
(if, applicable)
Deliverables:
- Discussion/Presentation of Offer
(as appropriate)
Directional
Strategy
Session
__________________________
Deposit Required:
Contact Us For Details
Time Commitment:
2-3 Hour Consult
(Schedule 1.5 Hour Discovery, 1.5 Hour Strategy)
Purpose:
Clarify business directive, mission, and goals.
Deliverables:
- Identify High Level Valuation
- Quick and Dirty Financial Analysis
- Deep Dive Discovery Session
- Exit/Wealth Plan Overview
Strategic
Roadmap
Session
__________________________
Deposit Required:
Contact Us For Details
Time Commitment:
Half-Day Session (Virtual)
Purpose:
We will conduct a current state analysis and investor-focused overview of the business
Deliverables:
- TA-Way™ Investor Lens Overview (TWILO)
- Clarify Business Directive, Mission, and Goals
- Identify High Level Valuation
- Deep Dive Discovery Session
- Exit/Wealth Plan Overview
- You Choose 1 of 3 to Work on for Deep Dive:
- Acquire/Platform, Finance/Growth, Exit
Operational
Blueprint
Session
__________________________
Deposit Required:
Contact Us For Details
Time Commitment:
1-Full-Day Session (In Person)*
(60-Days: Includes Preparatory Meetings, Plan Development and Follow-up Meeting)
Purpose:
We will conduct a detailed operational & financial analysis and intensive acquisitions, integration and investment analysis.
Deliverables:
- TA-Way™ Investor Lens Assessment (TWILA)
- TA-Cubed™ Operational Profile (TCOP)
- We will conduct a current state analysis and intensive acquisitions and integration analysis
- An examination of the present dynamics of the core business and an analysis of recently acquired businesses
- A full financial, sales, marketing and business acquisitions assessment of the business and their integration
* 16 hours of analysis and prep + 2 hour Follow up (2weeks later). This is based on needs for a <$8MM Company.
- Conduct focused depth interviews with key employees by online video conference or telephone, for the purpose of expanding the above analysis
- Create an entire acquisitions and integration strategy with integration for sales and marketing
- Plan to maximize margin gain for present acquisitions through an integration plan
- Niche sales and marketing improvement plan
- Perform a professional detailed interpretation and review of all of the data and present a full report with transcription record and professional recommendations
- Provide a professional strategy on issues identified during a discovery meeting
- Conduct a deep dive on present financial and pricing models.
- Provide a brief-form niche sales and marketing recommendations for improvement of present sales of company
- We will conduct an industry trends assessment on to identify the headwinds and forces the business will be facing.
- We will identify sales cycles, the exit potential and multiples the business can derive
- We will include a 59 point analysis on our proprietary 3-Cubed Methodology.
- We will advise client about key issues presented by client as issues arise.
- You choose 1 of 3 for Deep Dive: Acquire/Platform, Finance/Growth, Exit
- Get all 5 of the Following:
- Marketing and Sales Plan
- Product and pricing Analysis
- Industry Analysis
- Financial Analysis
- Business Structure
Deep Dive
Mastery
Session
__________________________
Deposit Required:
Contact Us For Details
Time Commitment:
2 Full-Day Session (In Person)*
(60-Days: Includes Preparatory Meetings, Plan Development and Follow-up Meeting)
Purpose:
We will conduct a full comprehensive deep dive on the company operations, finance and investing activities.
Deliverables:
- TA 3-Cubed™ Operational Deep-Dive (TCODD)
- TA-Way™ Investor Lens Assessment (TWILA)
- TA-Cubed™ Operational Profile (TCOP)
- We will conduct a current state analysis and intensive acquisitions and integration analysis
- An examination of the present dynamics of the core business and an analysis of recently acquired businesses
- A full financial, sales, marketing and business acquisitions assessment of the business and their integration
* 32 hours of analysis and prep + 2 hour Follow up (2weeks later). This is based on needs for a >$8MM Company.
- Conduct focused depth interviews with key employees by online video conference or telephone, for the purpose of expanding the above analysis
- Create an entire acquisitions and integration strategy with integration for sales and marketing
- Plan to maximize margin gain for present acquisitions through an integration plan
- Niche sales and marketing improvement plan
- Perform a professional detailed interpretation and review of all of the data and present a full report with transcription record and professional recommendations
- Provide a professional strategy on issues identified during a discovery meeting
- Conduct a deep dive on present financial and pricing models.
- Provide a brief-form niche sales and marketing recommendations for improvement of present sales of company
- We will conduct an industry trends assessment on to identify the headwinds and forces the business will be facing.
- We will identify sales cycles, the exit potential and multiples the business can derive
- We will include a 59 point analysis on our proprietary 3-Cubed Methodology.
- We will advise client about key issues presented by client as issues arise.
- You choose 1 of 3 for Deep Dive: Acquire/Platform, Finance/Growth, Exit
- Get all 5 of the Following:
- Marketing and Sales Plan
- Product and pricing Analysis
- Industry Analysis
- Financial Analysis
- Business Structure
Make Your Company
A Dream Big
Platform Company
________________________________
Details:
Inquire for Details
Customize
Your Own
Session
________________________________
Details:
Inquire for Details