Focused advisory. Defensible leverage.
Services designed for owners of $5M–$50M businesses who want clarity, control, and optionality before exposing the business to buyer scrutiny.
Preparation is not about accelerating a sale. It is about strengthening your position before a transaction process begins.
10 minute assessment
Private. Structured. No obligation.
Exit Planning
Increase enterprise value before you go to market. Build value on your timeline — not the market’s.
Many owners believe they have a transition plan. Few have aligned enterprise readiness with personal objectives, financial goals, and timing. Without that alignment, owners risk:
Selling at the wrong time
Discovering the business is not transferable
Losing leverage during negotiation
What We Do
Exit Planning connects where your business stands today with where you want to be — personally, financially, and strategically.
We evaluate your business through a buyer’s lens, identify risks and value gaps, and develop a clear, prioritized roadmap to strengthen performance, reduce dependency, and improve transferability.
Our work focuses on:
✓ Enterprise value drivers and risk exposure
✓ Owner dependency and leadership depth
✓ Revenue quality and operational consistency
✓ Financial clarity, KPI discipline, and normalized earnings
✓ Readiness for a future transaction
We also quantify the gaps that impact your outcome:
✓ Value Gap → Difference between current and potential enterprise value
✓ Profit Gap → Earnings required to support your target valuation
✓ Wealth Gap → Difference between expected proceeds and personal financial needs
How We Work
Diagnostic & Roadmap (Fixed Fee): We assess your business the way a buyer will — identifying value drivers, risks, and priorities that will shape valuation and deal outcomes. This includes:
• Exit Readiness Assessment and score
• Value driver and risk analysis
• Recast financials to reflect true earnings (normalized EBITDA/SDE)
• Value range assessment based on market positioning
• Identification of value, profit, and wealth gaps
• A prioritized Value Enhancement Plan aligned to your timeline
Ongoing Advisory Support (Optional): We help you execute the plan, maintain focus, and track progress over time. This includes:
• Focused advisory sessions aligned to key initiatives
• KPI alignment and performance tracking
• Guidance across leadership, operations, and financial performance
• Ongoing prioritization and decision support
Delivered through a structured monthly engagement.
What You Gain
When value and readiness are built intentionally, owners gain clarity, control, and stronger outcomes.
⭐️ Clear understanding of your current position and market value range
⭐️ Visibility into value drivers, risks, and structural gaps
⭐️ Defined priorities to strengthen the business
⭐️ Reduced owner dependency and improved transferability
⭐️ Alignment between business value and personal financial outcomes
⭐️ Stronger positioning before entering the market
Due Diligence Preparation
Prepare your business for buyer scrutiny — before it begins. Surface and resolve issues before buyers do.
Deals rarely fail because the business lacks value. They fail because risk surfaces during diligence — after leverage has shifted. When issues appear late:
Valuation retrades occur
Deal structures tighten
Timelines extend
Negotiation leverage shifts to the buyer
What We Do
We step into the buyer’s seat before your business goes to market.
Through a structured readiness engagement, we prepare your financials, organize key information, and identify issues that could impact valuation, delay the process, or reduce deal certainty — so they can be addressed or properly positioned in advance.
Our work focuses on:
✓ Financial normalization and quality of earnings readiness (pre-QoE mindset)
✓ Data room structure, documentation, and reporting consistency
✓ Working capital, cash flow, and performance visibility
✓ Operational and leadership continuity
✓ Identification and mitigation of risks that could impact valuation or deal terms
We ensure your business is:
✓ Credible → Financials and reporting withstand scrutiny
✓ Defensible → Risks are addressed or clearly positioned
✓ Prepared → Documentation and data are complete, consistent, and accessible
How We Work
Diligence Readiness Project (Fixed Fee): We prepare your business to withstand the level of scrutiny applied by buyers, lenders, and diligence providers. This includes:
• Financial normalization and preparation for Quality of Earnings analysis
• Review of working capital, cash flow, and performance consistency
• Data room structure, organization, and documentation readiness
• Identification of risks that could impact valuation, deal structure, or timing
• Development of a clear mitigation or positioning strategy for identified issues
Transaction Support Advisory (Optional): We support you as you approach and enter the transaction process — helping maintain momentum and avoid surprises. This includes:
• Resolution of diligence items and follow-up requests
• Coordination with CPAs, QoE providers, and transaction attorneys
• Data room refinement and response support
• Guidance during early buyer interactions and information flow
Delivered through a structured monthly engagement.
What You Gain
When risk is addressed before diligence begins, outcomes become more predictable — and more favorable.
⭐️ Buyer-grade financial and operational readiness
⭐️ Identified risks with clear mitigation or positioning strategies
⭐️ Organized, defensible documentation and data room
⭐️ Reduced likelihood of retrades during diligence
⭐️ More efficient, controlled transaction process
⭐️ Greater confidence entering the market
⭐️ Higher probability of closing on agreed terms
How the Services Work Together
Most owners don’t start with a transaction — they start with a question: “How prepared is my business, really?”
Our services are designed to meet you where you are and guide you forward.
Exit Planning helps you understand your current position, strengthen enterprise value, and reduce risk over time.
Due Diligence Preparation ensures your business is ready for buyer scrutiny as you approach a transaction.
Some owners engage us for a single phase. Others work with us across both — moving from value creation to transaction readiness.
In most cases, Exit Planning comes first. It creates the foundation that Due Diligence Preparation builds upon. See how this works in practice.
When Owners Engage
The earlier preparation begins, the more leverage you preserve.
Owners typically engage when:
Transition is being considered within 12–36 months
Owner dependency needs to be reduced
You suspect diligence would surface issues
You want to maximize net proceeds — not just headline price
You want optionality instead of pressure-driven decisions
If any of these feel familiar, the right time to start is before buyers are involved — not after.
Build leverage before buyers test it.
Prepare for scrutiny before it begins — and strengthen what buyers will underwrite before going to market. Waiting does not preserve leverage. It transfers it.
No pitch. No brokerage. No pressure.
Just disciplined preparation before market — on your terms.