Outcome participation
ATI earns when referred work produces collected fees.
01 Proposed partnership
Replace a fixed fee with shared client outcomes.
Give ATI clients a trusted path from understanding value to executing a successful transition—while ATI participates in collected revenue.
Prepared for Joelle + ATI leadership
Today’s benchmark$10Ktypical annual partner fee
instead
V
Valuation20% to ATI
M
M&A advisory10% to ATI
Two initiatives. One aligned partnership.
02 Why now
A client transition can become a relationship advantage.
ATI is already trusted by owners. A structured advisory lane adds value before, during and after the moment of change.
640
of ATI’s approximately 1,600 clients could consider a sale over 3–5 years, based on the existing working estimate.
Opportunity indicator—not a forecast of transactions or churn.Member value
Owners gain a credible route to valuation and transition advice.
Retention & engagement
Earlier transition conversations can help ATI stay connected through change.
Transparent reporting
Shared status, collections and quarterly reconciliation.
Asymmetric upside
No upfront fixed economics burden to PRC; one successful transaction can create meaningful ATI upside.
03 Initiative one
Make valuation the easy first step.
A practical entry point for planning, benchmarking, succession and sale readiness.
01New valuation
Establish the baseline
$5,000typical client fee
$1,000ATI commission
20% of collected fee
20% of collected fee
- Current value perspective
- Planning conversation
- Clear next-step options
02Refreshed valuation
Keep the plan current
$3,500typical client fee
$700ATI commission
20% of collected fee
20% of collected fee
- Update prior assumptions
- Track progress over time
- Identify readiness gaps
Client experience
- 1ATI recognizes a needPlanning, succession or owner curiosity
- 2Warm introductionWith client consent
- 3PRC scopes & deliversConfidential, direct engagement
- 4Options become clearHold, grow, prepare or transact
Illustrative typical fees. Actual scope and fee are set with each client; commission is intended on collected revenue, subject to final agreement.
04 Valuation anatomy
What informs a quality valuation.
Typical requests and analytical outputs for an independent repair or collision business. Examples are illustrative.
Historical financials
Ideally 3 years of P&Ls, balance sheets and tax returns; current YTD and monthly results.
Revenue + margin detail
Service mix, labor vs. parts, gross margin, monthly trends, car count / ROs and ARO where available.
Normalization
Owner pay, related-party items, one-time costs and add-back support—only verified, documented adjustments.
Operating profile
Employees / technicians, owner role, key-person dependence, capacity, locations, systems and processes.
Risk + balance sheet
Concentrations, inventory, equipment, debt, leases / real estate, capex, and relevant legal or environmental matters.
Market context
Geography, competition, growth outlook, buyer demand and supported transaction / multiple evidence.
Data→Normalize EBITDA
/ cash flow→Assess risk
/ market→Apply supported
multiples→Enterprise
value range→Equity bridge +
readiness priorities
/ cash flow→Assess risk
/ market→Apply supported
multiples→Enterprise
value range→Equity bridge +
readiness priorities
Illustrative onlyNot an ATI client result or guaranteed value
Reported EBITDA$500K+Verified adjustments$100K=Normalized EBITDA$600K×Supported range4.0x–5.0x=Enterprise value$2.4M–$3.0M
Before net debt, working-capital, real-estate, tax and transaction adjustments.
05 Initiative two
A disciplined path from readiness to close.
PRC leads the transaction; ATI remains the trusted origin of the relationship.
◎
Qualify
Objectives, timing, fit and readiness.
◇
Prepare
Positioning, materials and diligence readiness.
↗
Market
Targeted buyer outreach and process control.
≋
Negotiate
Offers, structure, diligence and terms.
✓
Close
Coordinate advisers through completion.
Typical advisory fee collected by PRC
≈ $150,000Modified Double Lehman: 10% / 8% / 6% / 4% / 2%× 10%
Illustrative ATI commission
≈ $15,000on the $150,000 advisory feeA separately set real-estate fee may apply. Whether ATI participates in that fee is not yet confirmed and is a term to finalize.
06 Partnership economics
Simple enough to explain. Meaningful enough to activate.
N
New valuation
$1,000ATI per engagementR
Valuation refresh
$700ATI per engagementM
Typical M&A closing
$15,000illustrative ATI commissionFixed-fee benchmark$10,000
Ten new valuations also match the typical annual fee—then every additional collected-fee event adds upside.
Collection ruleCommissions are intended to be calculated on fees actually collected by PRC, not merely quoted, invoiced or projected.
07 Live commission model
Model ATI’s performance upside.
Edit counts or choose an illustrative scenario.
Illustrative ATI commission
$20,000Valuations $20,000M&A $0
Above / (below) $10K benchmark+$10,000
Illustrative only • based on collected fees • subject to final agreement
08 Scenario range
Valuation volume creates a clear benchmark ladder.
Illustrative annual valuation volume—not a revenue guarantee.
| Illustrative mix | New | Refresh | M&A | ATI commission | vs. $10K |
|---|---|---|---|---|---|
| Conservative | 10 | — | — | $10,000 | Matches |
| Growth | 20 | — | — | $20,000 | +$10,000 |
| Scale | 30 | — | — | $30,000 | +$20,000 |
20
Growth is the working benchmark. Twenty new valuations generate $20,000 for ATI—$10,000 above the typical partner-fee benchmark. Refresh and M&A economics remain additive, but are excluded from these presets.
09 Operating design
A warm handoff. A clean process. A visible ledger.
Eight steps keep the client experience simple and the economics auditable.
- 01↳Referral intakeATI identifies need
- 02✓Client consentPermission to connect
- 03◎Warm handoffContext-rich intro
- 04◇QualificationFit, timing, scope
- 05→DeliveryPRC leads work
- 06≡Status reportingMilestones, no over-sharing
- 07$CollectionPRC receives fees
- 08↻ReconciliationQuarterly ledger
ATI relationship ownerPromote • identify • introduce
PRC engagement ownerQualify • contract • deliver • collect
Shared governanceMonthly pipeline • quarterly reconciliation
10 Next decision
Approve the launch design. Finalize the agreement.
Design
Name owners, eligibility, intake, disclosures and reporting format.
Activate
Brief ATI team, launch warm introductions and review pipeline weekly.
Learn
Measure referrals, conversions, client experience and collected-fee visibility.
Recommended decision
Approve a 90-day launch design and finalize a short referral / revenue-share agreement.