Start Here
Exit-Readiness Assessment
A structured review of how your business would look to a buyer — before a buyer ever looks.
Includes
- Financial statement and earnings-quality review
- Owner-dependence and key-person risk check
- Reporting and systems maturity review
- Readiness score with a prioritized fix list
You get
- A clear picture of today's buyer-readiness
- The shortlist of fixes that actually move value
Project
Diligence-Ready Build
We fix what the assessment found — so diligence confirms your story instead of discounting it.
Includes
- Financial cleanup and consistent monthly reporting
- Normalized earnings and add-back documentation
- KPI and management reporting a buyer expects
- Data room foundations
You get
- Books that hold up under a buyer's scrutiny
- Fewer surprises, less repricing risk at the table
Project
Driver-Based Forecasting
A forecast built on the levers that actually run your business — crews, jobs, rates, utilization — not a spreadsheet guess.
Includes
- Driver-based financial model, built for your operations
- Scenario planning (growth, hiring, pricing)
- Valuation-sensitivity view: what moves the number
You get
- A credible growth story backed by numbers
- Years of runway spent improving the right things
Sprint
QoE-Prep Sprint
Heading into a Quality of Earnings review? We get your numbers and documentation ready before the CPA firm starts the clock.
Includes
- Pre-QoE cleanup of revenue, margins, and add-backs
- Documentation package the QoE team will ask for
- Issue-spotting before the buyer's team finds it
You get
- A faster, cleaner QoE with fewer red flags
- Preparation only — your CPA firm performs the QoE itself
Core Service
Quarterly Retainer
Exit-Readiness Retainer
Sale-readiness isn't a one-time project — it decays. The retainer keeps your business buyer-ready every quarter until you decide it's time.
Includes
- Quarterly readiness reviews and score updates
- Ongoing reporting and earnings-quality upkeep
- Forecast refreshes as the business changes
- On-call guidance when buyers come knocking
You get
- The option to sell on your timeline, not a buyer's
- Negotiating from strength when the call comes