Services

Four ways to get
exit-ready.

Every engagement starts with a conversation. We scope the work to where you are and what your business needs before you go to market.

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Exit Readiness Assessment

A scored audit across five critical areas. You get a clear picture of where your business stands, what gaps buyers will find, and a prioritized action plan to close them before you go to market.

Delivered within five business days. Includes a one-hour debrief call to walk through the results and your recommended next steps.

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A1

Financials

Revenue quality, margins, job costing, financial recast, clean books, tax filing status.

A2

Operations

SOPs, estimating process, scheduling systems, QC, vendor agreements, fleet, health and safety.

A3

People

Key-person risk, org chart, employment agreements, compensation, succession, staff retention.

A4

Documentation

Corporate records, contracts, licenses, insurance, IP ownership, warranty obligations.

A5

Market Position

Customer concentration, retention rates, revenue predictability, online presence, and growth story.

02

Project-Based Engagements

Specific deliverables identified in your assessment. We build the asset, you keep it. Scoped and priced per project.

SOP documentation packages
Financial recast and presentation prep
Org chart and role documentation
Customer concentration analysis
03

Done-With-You Exit Program

Three to six months, guided. Weekly working sessions across every readiness area. You finish with a complete exit-ready package buyers can trust and act on.

Full gap closure across all five areas
Buyer-facing summary and value narrative
Documented operations, clean financials
04

Monthly Retainer

Ongoing advisory while you wait for the right buyer or work through a listing process. Light touch, high value, keeps momentum.

One to two calls per month
On-call access between sessions
Deal process support and guidance

Investment is scoped to your business. After a brief intake call we give you an accurate number based on your revenue, complexity, and what needs to be done. No guesswork, no surprises.

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Not sure where to start?

Start with the assessment. It tells you exactly what needs to happen and in what order.

Book Your Exit Readiness Assessment