EXIT ACCELERATION—> PREPARATION & POSITIONING
Phase 2 of 6
Close the value gaps
before buyers find them
The difference between a 4× and a 6× exit often happens 12–24 months before you ever speak to a buyer. Our preparation program closes those gaps systematically.
THE FOUR PILLARS OF EXIT READINESS
We work across every
dimension of enterprise value
Financial Cleanup
Normalize owner compensation, separate personal expenses, reconcile job costing, and build 3-year financial models that hold up under buyer scrutiny
Operational Systems
Modify or implement leading tech platforms (i.e. Zoho CRM, FSM, Projects) to document processes, reduce owner dependency, and shows buyers a business that scales without you.
Sales Revenue & Quality
Shift revenue mix toward recurring contracts, improve pipeline visibility, and deploy the CAST + BUILD sales framework to drive pre-exit growth.
Team & Succession
Hire, develop, or document the management layer buyers need to see. Use industry-standard assessment tools to validate sales and leadership team’s true capability.
VALUATION DRIVERS
A structured path to buyer-ready
MONTHS 1 - 3
Value Gap Assessment
Deep diagnostic across all four EAP pillars. We benchmark your business against comparable recent transactions and produce a prioritized improvement roadmap.
MONTHS 3 - 9
Operational & Financial Hardening
Implement systems, clean financials, reduce customer concentration, and remove key-person risk. Document SOPs, org charts, and recurring revenue contracts.
MONTHS 9 - 18
Growth & Positioning Sprint
Drive top-line growth to establish an upward trajectory. Build out service agreements and maintenance contracts. Refine your brand story for the buyer audience.
MONTH 18+
Go-to-Market Readiness
Assemble your Confidential Information Memorandum (CIM), financial package, and data room. You're ready to go to market at peak value.
Start preparing today.
Exit on your schedule.
Most successful exits begin 12–24 months before the owner thinks they will.