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Yosemite Associates Client Achieves Euphoric Exit Event

San Diego, California

Larry O'Toole, Founder of Yosemite Associates, announced today the successful exit transaction for one of the firm's clients. This San Diego based client (un-named to respect private owner confidentiality) engaged Yosemite Associates in 2018 to help the ownership prepare their business for a future euphoric exit event. This was one of Yosemite's initial clients with company valuation in the range of $30M in the 2018 time frame and on December 31, 2021, experienced a successful sale to a strategic market player for $100M. Both deal valuation and deal structure helped ownership achieve their Bank Your Moment®, euphoric exit outcome.

As the CEO and co-founder of the business shared on day of close, "Larry O'Toole was instrumental in guiding us to this day and helping us build to this level of outcome."

(note: CEO receptive to speaking with those looking for a reference on how Yosemite Associates enabled their outcome)

Use Greenpoint Testing to Achieve Your Desired Exit Valuation

It only takes 106 questions, scanning 10 essential business functions, to stress test your readiness for a successful exit.

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During this up to hour-long online testing, you'll see questions such as the following.

Sample Question 02

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Format: Digital

Delivery method: Email

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During this up to hour-long digital Q&A, you'll see questions such as the following:

Sample Question 02

After internalizing each question, select among three answer options – Agree, Unsure and Don’t Agree – choosing the answer which best describes you and your business.

Complete the Stethoscope questionnaire to unlock your personalized report, which will expose gaps [if any] in your planning, and tips for future growth, resulting in action steps needed to maximize your thinking as a business leader.

Format: Digital

Delivery method: Email

Report included: Your Stethoscope results

Be Ready for The Probe of Due Diligence

109 questions, scanning 10 essential due diligence disciplines, to prepare for a roadblock free Probe of your business in anticipation of sale.

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With each question requiring thoughtful commitment to identify opportunities to further your success.

During this up to hour-long digital Q&A, you'll see questions such as the following:

Sample Question 02

After internalizing each question, select among three answer options – Agree, Unsure and Don’t Agree – choosing the answer which best describes you and your business.

Complete the Probe Diagnostic Tool questionnaire to unlock your personalized report, which will expose gaps [if any] in your planning for a due diligence Probe, resulting in action steps needed to maximize your readiness when diligence is due.

Format: Digital

Delivery method: Email

Report included: Your Probe results