Pre-Sale Financial Readiness
Build the financial story sophisticated buyers and bankers pay top quartile for. If you are 12 to 36 months from selling your business, you have 12 to 36 months to make it 1.5 to 2.5x more valuable — without growing revenue.
A business sells on the strength of the financial story.
The story sits in the books, the controls, the customer concentration, the working capital, the management reporting. When any of these is unclear at the deal table, the buyer discounts. When all of them are unclear, the deal slips, drags, or dies.
Most owners learn this late — after the LOI, in the middle of diligence, when their banker calls and says we cannot close on these books.
What buyers and bankers see in the first 30 minutes — made true, made clean, made defensible.
Engagement Structure
Optional retainer through transaction close
This is for owners who want to control the terms of their exit — not negotiate them under pressure.
A business that is built to be sold — even if you decide not to.
Most engagements end with the owner facing a real choice: sell now from a position of strength, hold and operate the cleaner business they have built, or transition to a successor inside the company. All three options are open. None of them were before.
A Deliberate Conversation
Most relationships begin with a 30-minute diagnostic call — not a proposal. If you are navigating an exit, succession, or a transition you have not announced yet, we can talk.