D. Levi Bailey Email & Phone Number

Los Angeles Metropolitan Area

Founded business funding company in 2014 to assist franchisee’s, startup’s and entrepreneur’s to secure funding up to 250k. Assist business owners, entrepreneurs & startups secure the funding they need to launch new ventures, expand existing businesses, assist with cash flow and everything in between.

Greater Salt Lake City Area

Sourced, identified, and awarded franchise territories to qualified franchisees for the largest independent sign and lighting company nationwide. Analyzed data, identified key performance indicators and developed strategy to increase activity level for existing franchisees in these areas. Instrumental role in rapid divisional growth, royalty revenue from existing franchisees exceeds 400% YTD and revenue from new franchisees increased almost 250% since joining the company.-Handled all phases of sales cycle from prospecting to closing-Prepared and remotely demonstrated YESCO’s software solution to prospective franchisees-Coordinated research to assess, identify and target key territories for optimal expansion-Revamped pricing strategy, implemented effective marketing practices and boosted corporate image-Analyzed market demographics to identify ideal qualified prospective franchisee candidates -Increased cold calling effectiveness, refined presentation process and shortened sales cycle -Considerably improved sales policies and practices. Defined the sales cycle, implemented CRM tools and developed standards for client relationship management

Skillfully utilize proven consultative sales skills to sell comprehensive Investor Education Programs to both new and existing self-directed investors. Assessed investment objectives while working collaboratively with clients to develop a diversified investment plans and meet strategic goals.-Expertly manage a book of business with more than 400 high value clients-Continually approximate needs and provide next step solutions in client education-Developed clientele by applying advanced mentoring and coaching skills-Uncovered previously undisclosed client assets and assisted with the transfer of millions of dollars-Continually maintain the highest contact-per-attempt ratio for high value clients-Consistently recognized as a top performer in the division out of 80+ Educational Counselors

Greater Salt Lake City Area

Specialized in business sales, mergers, and acquisitions of mid-market companies ranging in price from $500,000 to over $5,000,000. Reviewed, analyzed, and re-casted financial statements of client companies to create concise and accurate financial profiles to present to prospective buyers.-Proficiently coordinated telemarketing, cold calling, mailing, and other promotional campaigns-Helped generate buyers, sellers, and financiers while managing all phases of the sales cycle-Assessed individual client needs and developed unique marketing strategies and programs -Effectively converted new leads into clients by minimizing negotiation processes and structuring deals-Developed strong customer relationships resulting in high levels of client satisfaction and referrals-Trained by the Business Broker Network of Dallas as a Certified Business Broker/Intermediary