Every service we offer is designed to close the gap between what your business is worth today and what it could be worth on exit day.
The difference between a 3x and a 5x EBITDA multiple on a $1M business is $2M. We identify and fix the value gaps buyers use to justify low offers.
Most deals die in due diligence — not because of deal structure, but because the seller's house wasn't in order. We get you buyer-ready before you ever go to market.
When it's time to sell, you need an experienced financial voice on your side of the table. We manage the financial narrative from first offer to funded close.
A structured deep-dive into your business's sellability — financials, operations, customer concentration, and owner dependence — with a prioritized action plan.
The wire hits — now what? We coordinate with your wealth and tax advisors pre-close to make sure your proceeds are structured to last, not just land.
Ongoing financial leadership in the 12–36 months before you sell. We build the systems, reporting, and financial story that buyers pay premiums for.
We work exclusively with privately held business owners who are thinking about — or actively planning — a transition in the next 1 to 5 years.
We spend 45–60 minutes understanding your business, your goals, and your timeline. You walk away with an honest read on where you stand and what's most important to address. We decide together whether there's a fit.
For most new clients, this is the starting point. We conduct a thorough review of your financials, operations, customer base, and exit preparedness. You receive a written scorecard and prioritized action plan within 2–3 weeks.
Based on your assessment, we implement a 12–36 month plan to close your value gaps. This may include Fractional CFO services, financial cleanup, operational systems, or buyer readiness work — tailored to your timeline and goals.
We step in as your Transaction CFO, sitting beside you through LOI, due diligence, and close. You never face a sophisticated buyer alone. We speak their language and advocate for your interests at every step.
Take our free Exit Readiness Assessment and get your score in under 10 minutes — or schedule a call and we'll walk through it together.
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