Services
Three phases, scoped to where you are
Engagement starts with a fixed price diagnostic. The work that follows is scoped from what the diagnostic finds, so you commit to each phase with evidence in hand rather than on faith.
Phase 1
Exit Readiness Assessment
A diagnostic of how attractive and how ready your business is for a transition, judged the way a buyer would judge it.
Investment
$3,500 to $7,500
Model
One time, fixed scope
What you receive
- Attractiveness and readiness scoring against buyer criteria
- A defensible value range for the business as it stands today
- A prioritized list of the risks a buyer would discount for
- A working session to translate findings into next actions
Who it is for. Owners who want a clear, evidence based picture before committing to a longer engagement.
Phase 2
Value Acceleration Retainer
Hands on work to build transferable value, organized into focused sprint cycles with measurable targets.
Investment
$2,000 to $4,000 / month
Model
Ongoing, sprint cycles
What you receive
- A sequenced value acceleration roadmap
- Sprint cycles with defined objectives and accountability
- Progress reviews tied to specific value drivers
- Preparation of the documentation a buyer will expect
Who it is for. Owners committed to materially improving the business over the two to five years before a transition.
Phase 3
Transaction Coordination
Coordination of the transaction itself, keeping the right professionals aligned and the process clean from offer to close.
Investment
Elevated retainer or flat fee
Model
No success fee
What you receive
- A managed process across legal, tax, and deal advisors
- Diligence preparation and readiness review
- Negotiation support grounded in buyer side experience
- A single point of coordination through to close
Who it is for. Owners moving into a live transaction who want an advisor whose pay does not depend on the deal closing.
The cost of waiting
A fixed fee now, against a discount you only see at close.
A broker’s commission is a percentage of the sale, paid at the end. Value acceleration is a known fee, paid along the way, to raise that price before a buyer ever names it.
Diagnostic
$3,500
Fixed price entry point. Defensible value range and a prioritized action list.
Success fee
None
No percentage of the deal at any stage. Our pay does not depend on you selling.
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