Prepare to Sell for
What You’re Actually Worth.

Engagement type

Phased readiness program

Diagnostic phase

30–60 days

Value creation phase

3–6 months

Objective

Maximize enterprise value at exit

Advisory model

Operator-led, coordinated specialists

Buyer-Lens Diagnosis

We diagnose readiness the way a buyer’s diligence team will — not the way a bookkeeper would.

Financial normalization, customer profitability, pricing, and delivery model review — all assessed against what a buyer will actually test in diligence, not just what makes the books look clean.

A Defined Endpoint

A go/no-go checkpoint at 60–90 days — not an open-ended retainer.

At the end of diagnosis, you know — with data, not a guess — whether to launch now or invest in a defined period of improvement first.

Coordinated Specialists

You don’t need to become the project manager of your own exit.

We bring in and coordinate the right specialists — finance, pricing, tax, HR, and operations — and keep everything focused on one objective: maximizing enterprise value.

Aligned Incentives

Our objective is your enterprise value at exit — not billable hours.

Unlike a fractional CFO, paid the same regardless of outcome, this engagement is structured around one result: what the business is actually worth when it sells.

01

You get an honest answer before you commit to a process.

The diagnostic phase tells you exactly where the business stands — ready now, or ready in a defined number of months, with the specific levers named.

02

Improvements target what buyers actually pay for

Repricing, labor mix, recurring revenue, SG&A — the levers we work on are the same ones a buyer’s diligence team will scrutinize first.

03

You stay focused on running the business

We coordinate the specialists and track progress against the plan, so you’re not managing five workstreams on top of your day job.

04

The same advisor takes you to market

This is not a hand-off from consultant to banker. We stay in the deal from readiness diagnosis through the sale process itself.

Founders — Planning Ahead

One to three years from a planned exit

Owners who want to know today what would make their business worth more tomorrow — and want a plan, not just a valuation estimate.

PE-Backed Platforms

Preparing a portfolio company for sale

Sponsors who want an operator-led readiness process before launching a process, not another layer of consultants.

Thin-Margin Businesses

Break-even or thin reported EBITDA

Businesses with a real story underneath the numbers — where normalization and operational improvement can materially change the outcome.

Told to “Come Back Later”

Turned away by another advisor

Owners given a closed door instead of a plan. We start the work now, with a defined path back to market.

01

Financial normalization

Customer profitability, pricing, delivery model, and an EBITDA bridge — establishing a clean, accurate baseline of true performance.

02

Buyer-readiness assessment

A clear, data-backed answer: launch now, or invest in a defined period of improvement first. This is the go/no-go checkpoint.

03

Value creation implementation

Repricing, labor mix, recurring revenue growth, and SG&A reduction — the highest-impact levers identified in diagnosis.

04

EBITDA story documentation

Defensible add-backs and adjustments, documented in a way that holds up under buyer diligence — not just internal reporting.

05

Market launch

The formal sale process begins once EBITDA is clean, margins are trending the right way, and the growth story is backed by data.

06

Transaction execution

The same senior advisor who guided readiness takes the business to market — no hand-off to a different team once the work is done.