We have been on both sides of the negotiating table. We know what buyers of SMB companies are looking for, and we know how to find them. Our services are built to help meet you wherever you are on your M&A journey.
Exit Ready Framework
The Exit Ready Framework™ is a structured, founder-first approach to increasing value and optionality. Whether you’re planning to sell in 6 months or 6 years, we help you take control of the process — reducing risk, increasing transferability, and aligning your business with what buyers actually care about.
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Baseline Assessment
A strategic audit through a buyer's lens to assess risk, value and readiness. $15,000
- Financial review
- Risk factors and deal breakers
- Transferability
- Preliminary Valuation
- Value Creation Plan
- 30-Day Deep Dive
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Execution
Hands-on support to increase enterprise value and get exit ready. $10,000/mo
- KPI & dashboard implementation
- Strategic positioning
- Brand enhancement
- Financial cleanup
- Buy-side M&A support
- Ongoing Monthly Support
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Go-To-Market
Full preparation for going to market with buyer-ready assets and materials. $100,000
- Quality of Earnings
- CIM
- Management Presentation
- Virtual Data Room
- Advisor & buyer coordination
- 90-Day Focused Sprint
Individual Services & Assets
Whether you’re just starting to think about an exit or already deep in the process, we offer focused support designed to meet you where you are. These services can be delivered as standalone engagements or paired with our full Exit Ready Framework.
Valuation
Preliminary assessment of equity value, based on your financials, business model, and market comps. $5,000
Buy-Side M&A Advisory
End-to-end guidance across sourcing, diligence, and closing — helping you buy right and avoid surprises. $15,000 / mo
Teaser / CIM / Management Presentation
Craft your story, prep your numbers, and present your business like a pro. $50,000
Value Creation Plan
Strategic roadmap to boost value, reduce risk, and increase exit readiness. $25,000
Quality of Earnings
Buyer-grade financial review that highlights adjustments, trends, and red flags. $50,000
Virtual Data Room Management
Get organized. We help prepare, structure, and manage all key documents for diligence. $25,000
Financial Model
Detailed 5-year financial model with case sensitivities, margin callouts and value drivers. $25,000
Market Test / Feedback
Get real, confidential feedback from 100 private equity firms on your company. $25,000
Deal Support
Review, feedback & suggestions on IOI's, LOI's, structure, proposals, terms, etc. $10,000 / mo
Expreience
$2 Billion
M&A TRANSACTIONS
