Connecting retiring owners with buyers wanting to grow an established business

Partners

See which partners we work with to grow your business. From scaling through a channel to making informed decisions. These partnerships have proven models.

Our Partnerships

These partners are featured for their proven practices in driving VALUE to a business either as revenue growth, expense reduction, or greater visibility.


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Online Tours of Your Space

Attract and immerse a broader base of buyers

One of the many innovations Paulson Exchange uses to attract buyers is to give buyers (under NDA) an online tour. Using Matterport technology and in-tour tagging, All Around Image can capture and label highlights and salient features of your business while buyers walk through it even if they aren’t local. The same 3D scan is also able to generate FLOOR PLANS, measure create videos, High-res photos, and VR experiences.


Data Solutions & Dashboards

Manage with good data. Predict and forecast confidently.

Blackstone & Cullen just introduced Glimpse Dashboards which are pre-built dashboards representing a culmination of 30 years of data-driven solutions. Here, dozens of essential KPIs used by world-class enterprises act as a base that you define and customize to your unique needs. Best practices are built right into these 17 Capstone Dashboards. This is a real way to transform a department or manage a business.
Serious knowledge with serious company experience.

Paulson Exchange has specialized solutions in partnership with B&C using Glimpse dashboards and data solutions.

Glimpse’s Capstone Dashboards for built-in best practices

Glimpse’s Capstone Dashboards for built-in best practices

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Expense Reduction

reduce your recurring expenses

Expense Reduction Analysts specializes in controlling and reducing costs. With our value goals, we approach ERA together to optimize your business costs and find innovative cost savings and supplier negotiations.

What’s more, ERA is paid on performance based on how much savings they find in your books.


Channel Development; Scaled Technology through Partners

Scale your technology sales without blowing up your payroll

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Since 1993, The York Group has helped hundreds of technology companies throughout the world work through business changes that are just as significant. Their work opens up new revenue streams, global expansion and scale for technology. Clients range from start-ups to some of the largest technology companies. You can find The York Group in all of the major and secondary technology markets throughout the world. They have answers to many of the questions (and mistakes) that ISVs have when they take their product to market through partners.

Paulson Exchange can work The York Group’s channel strategy into the value increases we plan as part of your project:

The York Group’s Channel Model will help inform the way you manage direct sales with channel sales. You’ll work with York to develop your action plan which will fit into our strategic plan.


Management Improvements

systematically review and fine-tune all aspects of your business

EOS Advisors (Doug Hall in the Puget Sound) guide business owners and leaders through the Organizational Operating System to get their business under control and growing in the direction they desire. These apply field-proven approaches described in the book Traction, Get a Grip on Your Business by Gino Wickman.
Doug also coaches mature business owners on the "Half-Retire Program" to provide business owners with an Alternative Exit Plan. Doug works in person or virtually.



Intellectual Property

Refining your business ideas into branded, logod materials are a great way to add value to your business. While it may not be practical to file patents and trademarks on your ideas and materials, one common way to ensure that your IP is seen as yours is to publish and reference it widely, always ensuring that your company's name is attributed to where it is mentioned. The more you are seen online with your IP, the more support you have. Trademarkia is a great way to publish your name or concept in a public place dedicated to IP. This may be the first place people search to find whether a concept is trademarked. It’s also a great source of IP information.


Commercial Real Estate

Combine the sale of your business with a present or future sale of the building

When real estate is involved, transactions are through VRG Washington Realty Group, LLC.