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Investing In New Horizons

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Criteria

Elevated Holindgs Group (EHG) prefers investing in or partnering with companies with at least USD 500,000 in yearly net profit. We also have the Become Investable Program for companies under $500,000 per year in net profit or companies that are not ready for an investment yet for other reasons.

Portfolio

Elevated Holindgs Group (EHG) currently has $2M AUM and is growing quickly. EHG works with companies in the following industries: Wellness, Legal Psychedelics, Cannabis, Marketing, and e-commerce, which overlap with the previous industries. 

Team

The Chairman of EHG is currently on the board of companies with revenues ranging from $22M to $200M. Separately, the BoD has participated in over 60 M&A transactions. Everyone on the board has taken companies to 7-figures and beyond.

EHG's Rules For
Integration Success

We have the best earn-outs in the industry vis-à-vis a ballooning profits interests and a second bite of the apple with equity in the newco for the owners that sell to us.

  1. The Vison – is there a realistic yet compelling vision for the long-term future together? 

  2. The Leadership – did the company immediately clarify leadership and roles 

  3. Growth – how does 1 + 1 = 3 in the near future while accounting for customers, capabilities, costs, and culture? 

  4. Early wins – plan for and accomplish early wins to create momentum and unity. 

  5. The Culture – Do cultural differences exist, and how can they be turned into benefits? What's the company's plan to keep employees from leaving (cash and non-cash)? 

  6. Communication – Is there a detailed communication plan? Are the proper people and mediums being used to communicate? 

  7. Risk Management – Is risk addressed defensively and reactively, and how can risk be turned into gains? 

  8. Our Board of Directors and Consultants will oversee technical and operational integration and set a clear process for the C-Suite to follow. 

  9. Culture integration is the biggest pitfall in most M&A transactions, so at EHG, we believe that each subsidiary should stand on its own 2 feet to avoid a culture clash while leveraging synergies in the EHG ecosystem.  

Clients

OUR COMPANIES

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Founder

How We Work Together 

Assess

  • What Is Success? Why?

  • Tax/Ownership Structure

  • Business Model + TAM

  • Core Beliefs, Values + Mission

  • KPIs, Reporting + Budgeting

  • Leadership Score + Review

  • Systems, SOPs + Automation

  • Customer Success, NPS/CSS

  • Recruit, Train, Comp/Benefits

  • Tech Stack + Vendor Analysis

  • Review/Assess Cost Structure

Improve

  • Test Price Increases

  • Price/Margin Pocket Waterfall

  • < Internal Costs + Automate

  • < External Costs + Re-Source

  • Optimize Value Ladder + Funnel

  • Improve Creative + Targeting

  • Add Media Channels + > Spend

  • +> Inbound + Outbound Sales

  • +> Partners, Affiliates + Referral

  • +> Earned, Owned, Paid Media

  • Acquisitions for Growth

Exit

  • Optimize Valuation Levers

  • Internal CDD, LDD + FDD

  • Entity + Personnel Documents

  • Identify Potential Buyer Pool

  • Prepare One-Sheet

  • Solicit IOIs + Secure NDAs

  • Prep Deck, CIM + Data Room

  • Negotiate + Review LOIs

  • Negotiate APA/EPA/SPA

  • Buyer CDD/LDD/FDD

  • Escrow, Close + Integration

Our Order Of Focus

Grow Sales

Driving sales is the first step in business, and we excel at driving sales through our warm network, social media, email, and sales systems. 

Improve Profits

Once your sales have been systemized, operations can be automated while COGS are analyzed for the best margins at the desired level of quality. 

Maximize Your Valuation

Depending on the size of your business, you are valued on a multiple of net profit or EBITDA. But regardless of that, by participating in a roll-up like EHG, you're company automatically gets a hire multiple by exiting with other synergistic companies, and even if you don't want to exit, you're at least above a turn-key business now. 

Our Application and Decision Process

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