01
Business Readiness Assessment
A structured evaluation of where the business stands. Outputs a Readiness Scorecard: sellable today, value constraints, top blockers, estimated value gap.
02
Ownership Separation
Remove the owner from being operationally required. Define roles, build decision frameworks, transition key relationships off the owner.
03
Operational Structure
Make the business repeatable and consistent. Map core workflows, standardize processes, document SOPs, build accountability with KPIs.
04
Business Infrastructure
Make the business visible and defensible with data. Implement systems like CRM, job tracking, financial reporting, and performance dashboards.
05
Financial Clarity & Value Build
Turn messy financials into a clean, defensible story. Normalize financials, document add-backs, clarify margins, improve profitability structurally.
06
Asset & Value Creation
Build what a buyer is actually purchasing. Convert relationships into contracts, formalize recurring revenue, reduce customer concentration.
07
Exit Positioning
Prepare the business to enter the market. Build the financial package, define valuation expectations, identify the right buyer type, introduce to brokers.
08
Transaction Advisory
Support through the deal process itself. Review offers, manage diligence, coordinate advisors, and keep the transaction on track to close.