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Valuation driver engineering, founder dependency reduction, due diligence preparation. Exit-ready 18–36 months before you need to be.
Most founders prepare for an exit the way students prepare for a final exam they forgot about: in a panic, the night before. The buyer's diligence team finds the founder dependency, the customer concentration, the inconsistent reporting — and every finding becomes a discount on the price.
The difference between a 4x and an 8x EBITDA multiple is rarely the product. It is the quality of the machine around it: recurring revenue percentage, management depth, financial reporting a buyer can trust, and documented processes that survive the founder's departure.
A $15M services firm came to us with an initial valuation 35% below expectations. The buyer's concerns were structural: the CEO sat in 70% of client relationships and the data room was a folder of spreadsheets. Nine months of readiness work later, the firm closed 27% above the original number. None of that work was possible to compress into a deal timeline. It had to start early.
We start with a buyer's-eyes valuation assessment: the same lens a strategic acquirer or PE fund will apply, run 18–36 months before you plan to transact. It scores the value drivers — revenue quality, margin trajectory, customer concentration, management depth, systems maturity — and quantifies the multiple impact of each gap.
From the assessment we build the readiness roadmap and execute it in order of valuation impact. Founder dependency reduction: moving relationships, decisions, and knowledge from the founder into the team and the systems. Revenue quality engineering: shifting mix toward recurring and contracted revenue, reducing concentration risk. Financial credibility: monthly reporting packages, clean historicals, and the bridge from your books to the adjusted EBITDA a buyer will underwrite.
In the final phase we build the data room before anyone asks for it: contracts, financials, processes, org documentation, and the equity story — so when the process starts, diligence confirms value instead of destroying it.
From $75K
The valuation assessment runs weeks 1–4. Roadmap design runs weeks 4–8. Readiness execution runs 6–24 months at a monthly cadence, depending on your exit timeline and the gaps found. We are not investment bankers and we do not run the sale — we build the company the bankers will sell, and we work alongside whichever advisor you choose.
Pricing starts at $75K for assessment and roadmap. Execution support is scoped by readiness gap and timeline.
18–36 months before you want to transact. Founder dependency, revenue mix, and reporting credibility take multiple quarters to change, and buyers look at trailing periods — a clean last 24 months is worth far more than a clean last quarter. Starting earlier costs less and returns more.
No, and that is deliberate. Bankers run the transaction; their incentive is to close. Our work ends where theirs begins: we build the valuation before the process starts, help you select the right advisor, and stay through diligence as the team that knows where everything is.
In order of typical impact for $10M–$100M companies: recurring or contracted revenue percentage, founder independence, customer concentration below 15% per account, EBITDA quality and reporting credibility, and documented operating processes. The valuation assessment quantifies each in your specific case so you invest effort where the multiple moves.
You keep a better company. Every readiness intervention — lower founder dependency, better margins, cleaner reporting, documented systems — improves the business whether or not a transaction happens. Several clients have completed the program and chosen to hold precisely because the company became easier to own.
Assessment and roadmap start at $75K. The services firm case returned roughly 8x the total engagement cost through the valuation increase alone. On a $20M exit, a single turn of EBITDA multiple is worth millions — readiness work is priced as a rounding error against that.
Every engagement begins the same way: a 360-degree diagnostic that tells you what is actually constraining the business. Applications reviewed within 48 business hours.