How We Work

Build value first.
Exit when you're ready.

Four phases. You control the pace. You can stop at any point.

1
Diagnostic

Know your number.

We run the Five Frameworks analysis on your business. You get a complete picture of where you stand—valuation range, value drivers, gaps, and opportunities.

This is where most engagements start. It's also where many end—because knowing your number is valuable on its own.

30-minute intro call
Full Five Frameworks analysis
Defensible valuation range
90-minute walkthrough of findings
After this phase:

You decide if you want to continue. No pressure. No obligation. The diagnostic has value on its own.

2
Build

Close the gaps.

We work with you to address the specific issues the diagnostic revealed. Not generic consulting—targeted work on the things that actually move your valuation.

Quarterly strategy sessions
Key person risk reduction
Process documentation
Financial model refinement
Customer concentration mitigation
Timeframe:

Typically 6-18 months, depending on starting point. Some owners stay in this phase for years—building value with no exit timeline.

3
Position

Tell the right story.

When you're ready to explore options, we help you position for strategic buyers—not just financial ones. This is where multiple conversation becomes strategic conversation.

Strategic buyer identification
Buyer-specific value narratives
Due diligence preparation
Management presentation development
4
Exit

The right conversation with the right buyers.

When you decide to move, we run the process. Controlled introductions. Competitive dynamics. Deal support through close.

Targeted buyer outreach
Process management
Negotiation support
Close coordination
The guarantee:

You're never obligated to close. We run the process, you make the decision. If the right offer doesn't come, you keep building.

Who this is for

Owners who want to know what they have

Even if you're not planning to sell for years. Knowing your number—and knowing how to improve it—is valuable on its own.

Owners who want to build value intentionally

Not just grow revenue. Build the kind of business that commands premium valuation—transferable, defensible, scalable.

Owners who want options

Exit-ready means you could sell tomorrow if you wanted to. That's freedom—whether you use it or not.

Start with the valuation.

Free 409A valuation. $7,000-12,000 value. $0 cost.