Readiness assessment
How a buyer will see the business: strengths, red flags, and issues that could cut the price or kill the deal.
Exit readiness & sell-side preparation
Get the business ready to sell, and to be worth more when you do.
Preparation one to three years before a sale: fixing the issues buyers will find, proving the growth story with data, cleaning up reporting, and lining up the value levers that support a higher price, so the process is faster and the outcome better.
WHEN COMPANIES CALL US
You may need this if…
- You plan to sell in the next one to three years and haven't started preparing.
- The business depends heavily on the owner or a few key people.
- Financial reporting is basic and monthly results take weeks to close.
- A few customers make up a large share of revenue.
- The growth story is in the owner's head, not in the data.
WHAT YOU GET
Outputs your team keeps and uses.
Value lever plan
Pricing, margin, recurring revenue and growth actions that can lift earnings and the multiple before a sale.
Equity story
The growth case backed by data: market, customers, pipeline and initiatives.
Reporting clean-up
Monthly KPIs, normalized earnings and the data a quality-of-earnings review will ask for.
Data room preparation
Organized documents and analyses so diligence moves quickly.
HOW IT WORKS
The work, step by step.
- 1Weeks 1–4
Assess
Review the business through a buyer's eyes and size the gaps.
- 2Weeks 4–8
Plan
Agree the value levers, the fixes and the timeline to market.
- 3Until launch
Prepare
Implement fixes, build the equity story and get the data room ready.
QUESTIONS THIS ANSWERS
- What will a buyer find, and what will it cost us in price?
- Which changes would raise the value most before a sale?
- How do we reduce dependence on the owner and key customers?
- Is our reporting ready for diligence?
HOW WE MEASURE IT
- Normalized EBITDA growth
- Customer concentration
- Share of recurring revenue
- Diligence issues resolved before launch
RUN THE NUMBERS FIRST
Free calculators for this decision.
Each one runs in your browser with your own numbers. Nothing is sent to us unless you choose to share it.CLIENT EXPERIENCE
What clients say about our finance, cash & transactions work.
For our acquisition of Modular Water, they really built the case with deep research. Highly professional. They took the time to work through a number of iterations of the project and maintained outstanding communication. Highly recommend.
Riggs EckelberryCEO, OriginClear HoldCoWe can’t say anything except they are incredible. They helped prove the valuation, the market, and craft the story for multiple presentation – both direct for sales decks and investors.
Dr. Mona HovaiziFounder & CEO, Gaux / Health Career CertsWHERE THIS COMES UP MOST
Industries where this work matters.
COMMON QUESTIONS
Before you get in touch.
No. Investment banks or M&A advisers run the process; we prepare the business and the story so it's ready when they do.
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