Start on your own.

Some owners want to look for themselves first.

No one should feel pressured into getting help. Take a look on your own first — see where your business actually stands and think about what you want before anyone else weighs in.

On your own time, no phone call needed.

Value Drivers Assessment

Buyer Readiness Check

Value Drivers Assessment

How your business looks to a buyer, and what's holding it back.

Buyer Readiness Check

What a buyer will ask for. Know now, so you can gather it early.

Let's Talk!

  • Value Drivers Assessment

    Start with how your business looks from the outside. About a dozen questions on the things a buyer weighs before they ever see your books — how the business runs without you, how loyal your customers are, how predictable your revenue is, and how your team would look to someone new. You'll see where your business is strong and where a buyer would push back. Useful whether you're selling next year or building for five more.

  • Buyer Readiness Check

    Once a buyer is serious, their team asks for the records behind your business: financials, a forecast, your policies, and exactly where your revenue comes from. This check walks through those same requests, plus a few questions about how you'd handle the sale itself. Most owners find gaps they didn't know were there, and many take a year or more to close. That's the reason to look now rather than after an offer arrives.

The Monday after.

Most owners assume this part takes care of itself. It's the part that doesn't.

Both of the above assessments look at the business.

Neither asks about the Mondays after the trip. What you'll be responsible for, who's expecting you somewhere, what you'll miss. That's the half we work through with clients directly.

A few questions worth sitting with…

The Monday After

Guides & Checklists

Written for owners, not for advisors. Each one is a working document — meant to be filled in, marked up, and argued with.

Free Cash Flow

Take a copy with you - select a guide below:

Sale Prep List
Buy-Side Diligence List
ADD-BACKS

Free Cash Flow
Your business is worth a multiple of cash flow, not revenue. A worksheet for finding the real number and the three levers that move it.

Sale Preparation Checklist
What a buyer will examine, what they'll find, and what you still have time to fix. Six sections, organized by how early you need to start.

Buy-Side Diligence Checklist
What to request, what to verify, and what the answers actually tell you. Most first-time acquirers know to ask for the financials. This covers the rest — customer contracts, key employee exposure, the things that don't show up until after closing.

Add-Backs & Normalization
Building an earnings figure a buyer will accept — and documenting it before anyone asks. Which adjustments hold up, which ones a buyer will strike, and what you need on file to defend the ones that matter.

Quick Reference

The vocabulary, in plain language. Earnouts, working capital pegs, reps and warranties, escrow holdbacks, indications of interest, seller notes. Terms that get used in a first meeting as though everyone already knows them, defined the way someone would explain them to you rather than the way they appear in a term sheet.

Get the guide - click to download:

M&A Glossary
Questions to Ask

M&A Glossary
Your business is worth a multiple of cash flow, not revenue. A worksheet for finding the real number and the three levers that move it.

Questions to Ask Before You Start
Two lists. The first is what to ask an advisor before you sign anything. The second is what to ask yourself — the questions that determine whether this is the right moment, which most people skip.