For advisors
Your client is thinking about buying, selling or stepping back. We help them do it well.
You advise them. We do the operating work that makes the advice real: value the business, make it worth more and run the transaction when the time comes. You stay their trusted advisor, and a client whose business is in order is easier to advise, finance and sell.
We make you look good.
Clean financials, documented processes, systems a buyer or a bank can trust, a team that owns its numbers. That is the work most owners never get to, and it is exactly what makes your client easier to advise, easier to finance and easier to sell. When it is done well, it reflects on the person who sent them.
Three ways we help your client.
Wherever your client is in the journey, we do the work around it.
Sell
Ready to exit, or should be getting ready
We tell them what the business is worth, build a plan to make it worth more and run a professional sale process with a licensed intermediary when the time comes.
Buy
Growing by acquisition
We pressure-test the target with real diligence and run the integration afterward, so the deal actually works once they own it.
Build
Just wants a more valuable business
No transaction in sight. We go in and build the value: clean up the numbers, document the work, put in systems and grow it.
Who sends us work.
Accountants and CFOs
The numbers are late and the process underneath them is a mess. We fix the process the numbers come from, so you stop finding out in March.
Attorneys
A client heading toward a sale, a transfer or a succession, and the business is not ready for it. We get it ready, so the deal you paper holds together.
Wealth advisors
Most of your client’s wealth is trapped in a business that cannot run without them. We make it more valuable and less dependent, before it becomes your problem to plan around.
Bankers and lenders
You want to lend and cannot get comfortable, because the business is one person and the reporting is thin. We have taken a client from unbankable to funded by fixing exactly that.
Fractional executives
Fractional CFOs, CMOs and COOs who see the gaps up close. When the fix is bigger than a part-time seat, or needs someone to own the operating side end to end, we go in and do it.
Consultants and advisors
You gave them the strategy and the plan. What is missing is someone inside the business to execute it. That is the part we take.
Benefits and insurance
You are the trusted advisor on risk and succession. A more valuable, less owner-dependent business is a better risk and an easier plan to build around.
Coaches and peer groups
Your member keeps bringing the same problem back to the table. They do not need more insight. They need someone to go into the business and do the work.
Private equity and search funds
You need diligence you can trust and an integration that delivers the thesis, or an operator for a portfolio company that is stalling. Our founder has integrated twelve acquisitions, and we run the seat.
Commercial real estate brokers
Your client is selling or relocating a facility, and a business transition is often sitting right behind it. When it is, we get the business itself ready for what comes next.
Marketing and IT providers
You are close to owners whose growth has outrun their operations. When the real bottleneck is the business underneath, not the campaign or the software, that is our work.
How a referral works.
- You introduce a client, or simply send them our free assessment.
- We tell you both, honestly, whether we can help. If we cannot, we say so on the first call.
- If it becomes an engagement, there is a referral fee. Ask us.
- You keep the relationship. We own the execution, not the client.
Already have a broker or banker?
If your client already has a business broker or an investment banker running their sale, we are not there to replace you. We do the Build work underneath the deal: clean financials, a documented operation and a business that does not depend on the owner. The business you take to market is worth more and closes more cleanly, and the transaction stays yours to run.
The easy version
Not ready to make an introduction? Send them the assessment.
Send your client our free business assessment. Ten questions, three minutes, no call unless they ask. It shows them where their business stands and what it could be worth. It is a genuinely useful thing to forward, and it costs you nothing.