Advisory services for business owners at every stage of exit readiness
You don’t need a 200-page textbook on M&A. You need a clear-eyed, practical partner to help you prepare.
We focus specifically on helping owners of service businesses get their house in order before buyers start digging in.
1. Pre-sale readiness review
A structured review of your financials, operations, and key risks from a buyer’s perspective, so you can see what’s likely to come up in diligence before they do.
2. Diligence and document prep
Support organizing the financial, operational, and legal information buyers will request — so you’re not scrambling for data room documents at the last minute.
3. Valuation and deal framing support
Practical guidance on how buyers may look at your earnings, add-backs, and risk, to help you frame the story of your business more clearly.
4. Owner role and transition planning
Identify where you’re still “in the middle of everything” and outline practical steps to make your business more transferable and less owner-dependent.
Why Readiness Matters Before You Go To Market
Most deals don’t fall apart because the business is bad. They fall apart because what buyers discover late in the process doesn’t match what they expected at the start. Solid preparation helps you protect your credibility, control the narrative, and keep momentum on your side.
We offer a practical, structured engagement — not a maze
Our packages are designed to keep the process straightforward so you know exactly what will happen and what you’ll walk away with at each step.
Package 1:
Starting with the Exit in Mind
For founders building a business they may sell someday
Outcome: Exit-Ready Foundations
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Package 2:
Exit Prep
For owners planning to sell in approximately 3–5 years
Outcome: Seller Readiness Plan
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Package 3:
Sale Ready
For owners planning to sell within the next 6–12 months
Outcome: Sale Readiness Assessment
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At the end of this package the client walks away with:
Deliverables could include:
Designed for early-stage business owners who want to build exit-ready habits from day one.
Rather than fixing problems later, this package helps founders structure their business in ways that create optionality, clarity, and long-term value.
Includes:
4 × 60-minute advisory sessions
Focus areas include:
This package draws from Phase 1 of the Due Diligence Readiness framework to establish strong business fundamentals.
Sessions may be weekly or bi-weekly depending on client preference.
Email support
At completion the owner receives:
Deliverables:
This package is designed to help business owners optimize their business before entering the sale process.
Many deals fall apart during due diligence because preparation starts too late.
This program helps founders understand what buyers evaluate and begin aligning their business with that lens.
Includes
8 × 60-minute advisory sessions
Work includes:
The final session is used for:
Sessions may be weekly, bi-weekly, or monthly depending on client preference.
Email support
At completion the owner receives:
Deliverables:
This package focuses on accelerated preparation for a near-term sale.
When owners are approaching an exit timeline, buyers will expect clear documentation, organized financials, and a well-structured data room. This program prepares the business for that process.
Includes:
9 × 60-minute advisory sessions
Work includes:
Final session includes:
Sessions may be weekly or bi-weekly depending on timeline.
Email support
A simple preparation roadmap designed to help you move through due diligence faster and with fewer surprises, so you protect your deal and your closing price.
