The assessment tells you what stands between your business and a successful transition. Advisory is how it gets fixed — with someone who has run businesses, bought them, sold them, and sat on your side of the table.
This isn’t a consulting engagement where we hand off a 200-page report and disappear. It’s a working partnership. We show up. We help you think through decisions. We challenge you when needed. We execute alongside your team.
Schedule a conversationWe review progress, discuss challenges, and adjust priorities based on what you’re learning. More frequent when the work demands it.
We’re available for questions. We draft memos. We sit in on key conversations. We help navigate tough decisions.
We step back and look at the bigger picture. Are we on track for your transition timeline? What’s working? What needs to change?
You always know what we’re thinking and what we’re recommending — and the reasoning behind it.
What do you actually want — a sale, a family transition, a management buyout? What does success look like for you personally? Is your timeline realistic? Clarity here drives everything else.
Building a team that can run the business without you — and, where the path is internal, getting your successor genuinely ready to lead.
Making your numbers explainable and diligence-ready. Understanding what actually drives margins. Reporting a buyer or lender can trust.
Getting critical processes out of people’s heads and onto paper. Removing single-person bottlenecks. Making quality repeatable.
Clear roles, decision rights, and accountability — so the business transfers as an organization, not a collection of habits.
Reducing concentration risk. Strengthening recurring revenue. Building a customer base that survives an ownership change.
Understanding your margin drivers and pricing power, so profitability is managed — and defensible — rather than accidental.
As a transition approaches, we shift to preparing for the event itself: diligence readiness, the data room, advisor coordination with your attorney, CPA, and banker.
Duration: 12–24 months, depending on your transition timeline. Cadence: monthly meetings plus between-meeting support. Investment: a monthly fee scoped to the work — we’ll discuss it once we understand what you need. No equity. No cut of a deal.
Not necessarily. If you’re already clear on what needs to improve, we can start with advisory. But most owners benefit from the clarity the assessment provides — it becomes the working roadmap.
A monthly fee that depends on scope and depth. We’ll discuss what makes sense after we understand what you need — on the same free 20-minute call.
That’s part of why we’re here. We shift focus to transaction preparation and help you manage the process — it’s a natural evolution of the work, not a disruption.
The work is largely the same — leadership readiness, clean financials, documented operations — and arguably matters more, because your successor inherits whatever isn’t fixed. We’ve supported both paths.
That’s normal. Part of what we do is help you lead change — we work with your team, explain the reasoning, and help navigate resistance.
No. We charge a fee. That’s it. Our incentive is your readiness and your outcome — not pushing you into any particular transaction.
Planning matters. Assessment matters. But what changes the outcome is execution. If you’re ready to get serious about preparing your business — and yourself — for transition, let’s talk.
Schedule a conversationNot sure whether you need the assessment, advisory, or both? Let’s figure that out together.