Our Programs
Business Valuation
Program
Know what your business is worth — and why.
The program replaces guesswork and rule-of-thumb multiples with a clear, structured valuation that explains true value drivers, normalized earnings, and realistic pricing ranges.
Support pricing with defensible analysis. Tiered valuation options progress from high-level insight to market- and transaction-ready valuations that buyers, brokers, and lenders can understand, question, and rely on.
Protect value through diligence and negotiation.
By documenting earnings adjustments, risk factors, and sensitivities, the program helps reduce retrades, strengthen negotiating leverage, and preserve deal economics through closing.
Strategic Business Exit Program
This program helps owners plan, structure, and time their exit so the sale aligns with their financial, personal, and risk goals — not just the highest possible price.
Design the exit before you price the business.
The program helps owners define what a successful exit looks like — financially and personally — by clarifying timing, goals, risks, and readiness long before going to market.
Increase value while reducing deal risk. Through structured exit optimization, owners identify value drivers, reduce owner dependency, address operational and financial gaps, and position the business to sell more smoothly and credibly.
Make better decisions through the entire exit process. Hands-on advisory support coordinates preparation, valuation, and execution so owners avoid costly mistakes, stay aligned with their goals, and achieve a cleaner, more confident exit.
Business Sale Preparation Program
The Business Sale Preparation Program is a tiered, pre-sale financial cleanup and readiness service designed to help business owners remove accounting barriers before they list or enter due diligence.
Increase buyer confidence and protect valuation.
By clearly documenting true earnings, add-backs, and risks, the program helps buyers trust the numbers — reducing objections, retrades, and last-minute price reductions.
Remove financial red flags before buyers find them.
The program cleans, normalizes, and reconciles financials so your books withstand scrutiny and don’t raise concerns that delay or derail a sale.
Prepare for diligence with control, not damage control. Sellers enter the sale process with buyer-ready financials and a clear earnings narrative, leading to smoother diligence, faster closings, and stronger negotiating leverage.
90-Day Pre-Close
Ownership Program
This program supports buyers during the 90 days between LOI and closing, ensuring that financial, operational, and management processes are ready so ownership transfer does not disrupt cash flow, employees, or customers.
Own the business with confidence on Day 1.
This program prepares buyers during the 90 days before closing by putting critical financial, operational, and decision-making processes in place before ownership transfers — so nothing breaks when the keys change hands.
Eliminate pre-close risk and post-close chaos.
Through a tiered, step-by-step approach, buyers move from understanding what must work on Day 1 to having lender-ready systems, controls, and procedures fully documented and tested prior to closing.
Protect cash flow, valuation, and deal economics.
By establishing clear financial controls, working-capital management, and reporting discipline before closing, the program reduces costly surprises, minimizes disruption, and helps buyers preserve the financial performance assumed in the purchase price.
90-Day Post-Close Owner
Support Program
This program supports new owners through the critical first 90 days after closing, ensuring financial continuity, operational clarity, and smooth leadership handoff.
Protect deal economics and long-term performance.
By monitoring cash flow, margins, KPIs, and working capital against the acquisition model, the program helps buyers preserve the financial assumptions behind the purchase price and avoid costly post-close surprises.
Transfer knowledge while reducing execution risk.
Structured onboarding, seller knowledge transfer, and ongoing financial reviews give buyers clarity on how the business truly operates — minimizing mistakes during the learning curve.
Stabilize cash flow and operations immediately after closing. The program supports new owners through the first 90 days by ensuring financial systems, reporting, and working-capital processes continue without disruption during the ownership handoff.
