70% of Businesses That Go to Market Never Sell. We Help You Beat the Odds.
We help you fix what buyers see as red flags.
Most exits fail because the business isn’t truly ready — messy financials, unclear goals, or no growth narrative. Deals stall, buyers hesitate, and founders walk away disappointed. We fix that before you speak to buyers — helping you clean up the numbers, clarify your story, and prepare the business so you can exit on your terms, with no surprises.
We’re not brokers. We’re exit readiness partners.
We help you clarify your goals and define what a successful exit looks like. Then we fix the areas buyers tend to discount — from financials to operations. We help shape a credible growth story that holds up in diligence. Once you're ready, we connect you with the right broker, banker, or legal team to take the deal forward.
The Seller Success Path
A simple roadmap to exit on your terms – with clarity, confidence, and no surprises
What You Get at Each Step
Strategic support, tailored to where you are
Clarify Goals
Value Driver Gap Analysis: Shows where value is lost vs. buyer expectations — and how to fix it.
Deal Structure Fit Matrix: Outlines deal types (e.g. earn-out, rollover) matched to your exit goals.
Exit Roadmap: What to fix, when to act, and who to engage before a sale.
Prep the Business
Normalized 3-statement financial model: Clean, investor-ready financials reflecting true earnings and recurring performance.
Value Enhancement Roadmap: Actions to boost valuation and reduce risk.
Buyer red flag audit: Surfaces risks buyers will flag — before they do.
Got To Market
CIM / pitch deck prep: Craft clear, credible materials to tell your growth story.
Buyer targeting strategy: Define and reach the right buyers — strategic or financial.
Broker / banker matchmaking: Connect with the right broker, banker, or advisor for your size and goals.
Flexible Pricing Plans
Choose a structure that fits your timeline and level of support
Fixed Fee Engagements: One-time strategy sprints to address key gaps before a sale
Monthly Advisory Retainer: Ongoing support across financials, growth levers, and buyer prep
Success-Based: Lower upfront fee + 1-2% success fee upon close
Most clients invest between $5K - $25K depending on scope. Custom pricing available after our Exit Clarity Call.